Pranavj06 @jpranav06

Unsolicited Opinions | Retweets are not endorsement India Joined July 2009

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Pranavj06 @jpranav06

a month ago

Every quarter economist's miss India's GDP, then say 'look at GVA not GDP', 'deflator is wrong', 'must be a one-off' Yes data is imperfect in India, but even if it was perfect you can't forecast GDP growth rates by just punching numbers randomly in excel. This is what most do.

D.Muthukrishnan @dmuthuk

a month ago

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Balaji @balajis

a month ago

The dollar is losing reserve currency status. It’s down to 42% of global reserves, and gold is rapidly rising.

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Jack Raines @Jack_Raines

a month ago

Every day a new investor learns about Snap’s stock-based compensation from first principles. It’s beautiful.

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Ritesh Jain @riteshmjn

a month ago

US treasury secy: There are a lot of things I worry about. The INR becoming a reserve currency is not of them. The INR is at an all-time low against the USD. Americans simply don't understand..... yes, INR is at an all-time low vs USD. But over last 15 years Indians have…

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Pranavj06 @jpranav06

a month ago

Ackman repeats his thesis on Uber: 1) Capital light, highly scalable 2) Strategic AV Partnerships 3) Strong financial performance (+49% EPS growth) 4) Delivery now ~50% of Uber's booking value 5) Buybacks (recent $20bn) 6) Durability of moat

Restructuring @Restructuring

a month ago

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Pranavj06 @jpranav06

a month ago

distribution > product quality, in short run!?

Dhruv Rathee @dhruv_rathee

a month ago

distribution > product quality, in short run!?

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Scott Lincicome @scottlincicome

2 months ago

Goldman's latest (still very early) analysis of tariff effects thru June 2025: -Foreign exporters absorbed 14% of US tariffs -US companies ate 64% -US consumers ate 22% -Protected US companies also raised prices -Consumers will see bigger price increases (70%) thru the Fall

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D.Muthukrishnan @dmuthuk

2 months ago

Tough race between two states to achieve $1 trillion GDP first though Maharashtra's GDP is significantly larger today. Tamil Nadu should try really hard. GDP: Maharashtra $580 billion Tamil Nadu $420 billion Current real GDP growth rate: Maharashtra 7.27% Tamil Nadu 11.19%

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Amjad Masad @amasad

2 months ago

A public company CEO told me AI coding has had negligible impact on his engineering teams, instead the real transformation has been on their product and design teams using Replit. I asked him how does he reconcile this with CEOs saying that 25-50% of code is generated by AI?…

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Vikram Chandra @vikramchandra

5 months ago

Superb account of what could have happened in the latest Indo-Pakistan conflict from the highly respected military historian Tom Cooper. A lot of this hasn't been officially confirmed but most of it sounds very plausible. In a nutshell, his assessment is that the IAF took…

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Balaji @balajis

5 months ago

INDIA'S VENGEANCE IS BEST SERVED COLD The single biggest mistake of the century was America's response to Pakistan-backed fundamentalist terrorism. And it happened in three acts. (1) First came Bush, the anti-terror president, who overreacted to terrorism by starting a giant…