Insights on investing in Indian stocks & finance | In-depth NSE analysis & undervalued picks | Navigating market waves for long-term growth | #IndianStocks
Joined May 2020
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17 May 2021
Growth is driven by compounding which takes time to build. Destruction is driven by a single point of failure, and loss of confidence, which can happen in an instant.
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Google for everyone is youtube, search, chrome etc -
• $900M into SpaceX → ~$115B
• $13B into Anthropic → ~$140B
• 75% of Waymo → ~$95B
That's $350B from just 3 investments. Most VCs would build a career on one of these wins.
$GOOGL #Google #Alphabet #AI #SpaceX #Anthropic #Waymo #Investing
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Jun 13
Huge fan of Elon Musk's vision.
But SpaceX is forcing finance textbooks to file for bankruptcy.
🚀 Revenue: $18.7B
📉 Net Loss: $4.9B
💰 Market Cap: $2.1T
That's ~105x sales. Time to update valuation metrics:
P/D = Price to Dreams
EV/EL = Enterprise Vision / Expected Losses
DCF = Discounted Cosmic Future
P/M = Price to Mars
Traditional valuation asks:
"How much money do you make?"
SpaceX asks:
"How many planets are in your TAM?"
And somehow, Wall Street is buying the second pitch. 🚀
#SpaceX #ElonMusk #IPO #StockMarket #Investing #Valuation #Finance #WallStreet #Starlink #Innovation #GrowthStocks #Markets #Technology
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Jun 13
In America:
🚀 Build rockets → Become a trillionaire.
In India:
📋 Become a clerk in the right office → Everyone starts wondering how your relatives suddenly own half the district.
Different countries. Different startup ecosystems.
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Jun 13
SpaceX's IPO didn't just mint another billionaire. It created over 4,400 employee millionaires, including welders, technicians, and factory workers. Around 400 employees are now worth more than $100 million.
One former $28/hour welder who joined in 2015 received stock grants and bought more shares through payroll deductions. His stake is now worth nearly $1 million.
This is what real wealth creation looks like.
Not financial engineering.
Not asset flipping.
Not short-term speculation.
When a company builds world-changing products, shares ownership with employees, and compounds value for decades, wealth reaches the factory floor—not just boardrooms.
Capitalism works best when employees become owners.
The greatest lesson from SpaceX's IPO isn't that Elon Musk became a trillionaire. It's that thousands of ordinary workers became wealthy alongside him.
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Jun 12
Every market cycle has its prophets of doom. During sideways markets and time corrections, they emerge with absolute certainty that India's growth story is over, consumption is collapsing, and disaster is around the corner.
What's fascinating is how some stock market investors suddenly transform into full-time macroeconomists, confidently explaining every economic indicator of a $4 trillion economy with 1.4 billion people. As if the complexity of India's economy can be reduced to a few charts and TV appearances.
If consumption is permanently slowing, where exactly is 6-7% real GDP growth coming from? An economy adding hundreds of billions of dollars annually doesn't run on pessimism alone.
The pattern is predictable. During corrections, the doom-and-gloom narrative gets amplified. When growth, earnings, and markets recover, the same voices quietly move on to the next crisis.
Remember a few months ago when every finfluencer was all-in on gold and silver? Listening to them, one would think humanity had just discovered that gold is an asset. Now that the trade has cooled, the noise has disappeared.
Markets move in cycles. Narratives move even faster. The real challenge is separating long-term fundamentals from short-term theatrics.
What a cinema to watch.
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Jun 12
Amazon has been investigated. Tesla has been sued. Big Tech CEOs are constantly criticized in the US.
Yet Americans don't spend all day mocking wealth creators or treating every successful entrepreneur as a criminal by default.
In India, some people speak about Adani and Ambani as if building multi-billion-dollar businesses, employing hundreds of thousands of people, investing in infrastructure, and paying billions in taxes count for nothing.
Criticize corporate conduct. Investigate wrongdoing. Enforce the law.
But a country aspiring to become a $30 trillion economy cannot simultaneously celebrate jobs, growth, infrastructure, and innovation while demonizing the very people and companies that create them.
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Dalip Jain retweeted
May 28
Respected @nsitharaman ji and @FinMinIndia,
Suggestion 2 of 3 for strengthening India's capital markets:
Dividend income on listed equities should not be subjected to double taxation.
A business can raise capital in only two ways: debt or equity.
When a company raises debt, the interest paid to lenders is treated as a business expense and deducted before tax. The lender may then pay tax on the interest received.
However, when a company raises equity capital, dividends are paid out of profits that have already suffered corporate tax. The shareholder is then taxed again on the same stream of income.
More importantly, equity capital bears far greater risk than debt capital. A lender has a contractual right to interest and principal repayment. A shareholder has no such guarantee. Dividends are discretionary, capital is fully at risk, and the shareholder stands last in line if a business fails.
If debt providers receive tax-deductible compensation despite bearing lower risk, there is a strong case for more favourable treatment of equity providers who supply the permanent capital that fuels entrepreneurship, innovation, employment and economic growth.
India needs to encourage long-term risk capital and greater participation in equity markets. Tax policy should reward those who provide patient equity capital to Indian enterprises rather than place them at a relative disadvantage compared to debt capital.
Respectfully submitted.
May 27
Respected @nsitharaman ji and @FinMinIndia ,
Suggestion 1 of 3 for strengthening India's capital markets:
Long-term capital gains tax on listed equities should be abolished.
A long-term shareholder is not a speculator but a provider of patient risk capital. By investing in and holding businesses, investors help companies expand, create jobs, innovate and contribute to India's economic growth.
India requires enormous amounts of long-term capital to build world class enterprises, infrastructure and global champions. Tax policy should encourage households to move savings from passive assets, including imported stores of value such as gold, into productive businesses that create jobs, generate tax revenues and build national wealth.
The appreciation in a company's value is not created in isolation. During its growth journey, the government already collects corporate tax, GST, income tax from employees, customs duties, stamp duties and numerous other levies. Long-term capital gains are often the final outcome of economic activity that has already generated substantial tax revenues.
Most importantly, tax policy should clearly distinguish between investment and speculation. A long term shareholder is a partner in wealth creation, not merely a participant in market transactions. Tax policy should reward long-term ownership of productive businesses and distinguish it from short-term speculation.
India needs more patient capital, more entrepreneurship and more long term investing. Abolishing long-term capital gains tax on listed equities would be a powerful step in that direction.
Respectfully submitted.
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Dalip Jain retweeted
May 27
Respected @nsitharaman ji and @FinMinIndia ,
Suggestion 1 of 3 for strengthening India's capital markets:
Long-term capital gains tax on listed equities should be abolished.
A long-term shareholder is not a speculator but a provider of patient risk capital. By investing in and holding businesses, investors help companies expand, create jobs, innovate and contribute to India's economic growth.
India requires enormous amounts of long-term capital to build world class enterprises, infrastructure and global champions. Tax policy should encourage households to move savings from passive assets, including imported stores of value such as gold, into productive businesses that create jobs, generate tax revenues and build national wealth.
The appreciation in a company's value is not created in isolation. During its growth journey, the government already collects corporate tax, GST, income tax from employees, customs duties, stamp duties and numerous other levies. Long-term capital gains are often the final outcome of economic activity that has already generated substantial tax revenues.
Most importantly, tax policy should clearly distinguish between investment and speculation. A long term shareholder is a partner in wealth creation, not merely a participant in market transactions. Tax policy should reward long-term ownership of productive businesses and distinguish it from short-term speculation.
India needs more patient capital, more entrepreneurship and more long term investing. Abolishing long-term capital gains tax on listed equities would be a powerful step in that direction.
Respectfully submitted.
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Dalip Jain retweeted
May 16
🚨 SHOCKING: Is the Spinal Cord an "External" Organ? @GoDigit says YES! 🚨
I am writing this for a 10-month-old child, Jayvik, whose future is being gambled with by @GoDigit.
Is this simplified insurance you represent @imVkohli
The company has REJECTED cashless and reimbursement- a critical spine surgery claim by calling it an "External Congenital Anomaly."
The Ground Reality: Baby Jayvik has Spinal Lipoma & Tethered Cord Syndrome. In plain English: fatty tissue is fused to his Spinal Cord inside his back, pulling on it. If not operated on, he faces permanent paralysis, leg weakness, and loss of bladder/bowel control.
Why @GoDigit is Medically & Legally WRONG:-
1The Spinal Cord is INTERNAL: Digit is calling this "External" just because they can see a small swelling on the skin. Does a bulge from an internal tumor make the tumor "external"? No.
2Medical Necessity: The Neurosurgeon at Bhatia Hospital certified this is Medically Necessary and NOT cosmetic. It’s to save nerve function, not for looks!
3IRDAI Violation: Per 2019 Guidelines, Internal Congenital Anomalies must be covered. By mislabeling an intra-spinal defect, Digit is bypassing the law.
The Demand: We request @kamesh_goyal and the @GoDigit team to review Claim No. 202600492491 immediately. Don't hide behind "Clause 22" to deny a baby the right to walk.
@IRDAI_India @jagograhakjago @consaff Please look into this clinical misinterpretation.
Everyone - Kindly Retweet. Let’s make sure Jayvik gets his surgery cost. #InsuranceGreed #GoDigit #HealthInsurance #JusticeForJayvik #IRDAI
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May 12
Why are all the finfluencers suddenly giving gyan on economy, balance of trade, and macroeconomics now? Just a few months back, the same people were predicting a 1–2% GDP boost from GST tweaks and income tax reforms. Amazing how fast narratives change when markets do.
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Dalip Jain retweeted
🚨 MISSING – URGENT HELP NEEDED 🚨
Sushma and her two children, Anaya and Pradyumn, have gone missing. They were traveling from Bangalore to Delhi on March 25 on the Karnataka Express (Train No. 12627). Although they boarded the train, they did not reach New Delhi, and their current whereabouts are unknown.
This is an extremely serious situation, and we request everyone to stay alert and share any information that could help locate them. If you have seen them or have any details, please contact the nearest police station immediately and his husband @Sumit1134821
🙏 Please share and repost this message widely to help reach as many people as possible. Your support could make a crucial difference.
#bangalore #bengaluru #indianrail #missing @SWRRLY @RailMinIndia @drmsbc @RailwayNorthern @drm_dli @BlrCityPolice @CPBlr @Jointcptraffic @alokkumar6994 @DgpKarnataka @KarnatakaCops @Lolita_TNIE @ChristinMP_
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Dalip Jain retweeted
Mar 24
STATE OF THE PRODUCT JOB MARKET IN EARLY 2026
In spite of the headlines about layoffs and AI taking jobs, we’re actually seeing a lot of promising signs in tech hiring, and some interesting new trends:
1. PM openings are at the highest levels we’ve seen in over three years
2. AI hasn’t slowed the demand for software engineers (at least not yet)
3. AI roles in general are absolutely exploding
4. Design roles have plateaued
5. The Bay Area is increasing in importance
6. Remote work opportunities continue to decline
7. Despite ongoing layoffs, the overall number of tech jobs continues to grow
More in 🧵
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Dalip Jain retweeted
Mar 21
>He lost his father at 3 months
>He started working from age 8 yr
>Now he wakes up at 7 am every day
>Clean road, fix potholes
>Remove Cable, wash statues
Not for the praise but to show the world that India is beautiful
It's matter of shame for our municipality 😭
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Dalip Jain retweeted
Day 7 of travelling in faridabad for my internship 🥰🥰
> Bc itna paani bina baarish ke kaise aa gya
> Ballabgarh metro station
> How filthy a city can get ???
Day 6.5 of travelling in Faridabad for my internship.
@MCF_Faridabad How are pedestrians supposed to cross these underpasses?
Location: Sector 29 underpass.
It is a smart city, yet it still lacks basic pedestrian infrastructure like zebra crossings and footpaths.
> Such a basic
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Dalip Jain retweeted
Mar 3
Apollo, Blackstone and KKR down 40%, 42% and 46% from their all-time highs just over a year ago 😬😬
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Dalip Jain retweeted
A Bengaluru resident lost his ₹1.20 crore flat after missing just three home loan EMIs due to job loss. The SARFAESI Act auctioned the flat for a mere ₹95 lakh.
CA Meenal Goel explained that her neighbour had been diligently paying EMIs for eight years. However, after default, the bank invoked the SARFAESI Act, which permits recovery without court intervention.
Within 60 days, the flat was auctioned. The bank managed to recover approximately ₹80 lakh of the outstanding loan, leaving the resident with a mere ₹15 lakh.
This unfortunate incident serves as a stark reminder of the significance of maintaining emergency funds, the potential risks associated with job loss, and the immense pressure that home loans can exert during periods of unemployment.
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