Karan Rajpal

Some people thought I was intelligent enough to be heard. All conversations hosted on YouTube are here: youtube.com/playlist?list=PL…

30 lakh car running cost (TCO) is ₹45 per km. Taxi (Uber Black) is routinely ₹30 per km. 90% of trips are on the same route, and cars are usually used for approx 4 hours a day, just contributing to parking nonsense and traffic. But talk about buses and last mile connectivity through footpaths, and idiots come marching in my feed.

Wonderful town planning in Gurgaon the more you look at it. Whole of MG Road and Golf Course Road have three-four petrol pumps on them.

Toyota's inability to raise Hycross production is one for the ages! Four years after launch, it can still just deliver about 3,000 units a month in Hybrid. I am told delivery timelines are still 3 months plus! Now with the facelift announced for November end, this could again go back to around a year! I expect many other brands to launch hybrids in the next 1 year and Toyota would have lost one of the greatest opportunities it had in India! Hybrid upper versions are at ₹37 lakhs on Road New Delhi, and each unit would be making a nice packet for Toyota Kirloskar Motors.

Say no to stop loss! Price and thesis have a relationship only before the purchase of the stock. Your estimated fair and bull case value vs the CMP. After buying, the price can't dictate the thesis. If it does, there was a thesis in the first place. If anything, you should be adding to your position at a reduced price. I hate people who call it a discount, but it is!

Generational company ko quarterly result par bech kar hi ameer banoge aap. Likha hai kismat mein.

Just like no one cared about the PSU NPAs, no one would care about the IDBI sale. India is the land of No One Killed Jessica.

Sometimes in life sneeze attack and acute back pain assail you at the same time. Both cure over a week. This may or may not be about the stock market.

The great wave of दान में शॉल देनी है, प्लीज कुछ 100 रुपये का दिखाइए is hitting me hard this week. 100 rupees. For a shawl. Even if I use thick cardboard of that size it may cost more. What are people selling for ₹100?

Any Indian cos doing something interesting in Cyber security? Asking because I still prefer human intelligence to supreme intelligence.

Delhi NCR Diwali party organizers looking at the weather:

Doordash buying instacart for $65 a share. Eternal smiling at the kids these days.

At what point do client side operators decide it is cheaper to deploy own server racks with small language models and stop paying Millions to hyperscalers and cloud operators? The tail is starting to Wag the Dog here in my opinion.

Local person discovers capitalism.

Kuch logon ki aadat hoti hai ungli karne ki.

One of the greatest wealth creators for us have been companies that would go through liquidation proceedings in the past. Since the IBC started, apart from a couple of notable exceptions, equity is now 100% written off in most cases. To the extent brokers stop trading even before a decision is made. Now the supreme court is coming down on it. It is crazy regulatory capture.

When normal tax payer does something IAS babus and politicians do regularly.

Still dithering on Diwali gifts? We've just launched special gift sets for Diwali at Elabore! Stoles and mufflers that cost little, but look like a million bucks. If you order today, we can still deliver across India before Diwali.

I speak to AI the same way I speak to designers.

Whey protein to fermented yeast protein Cancer medicines Life and health insurance Endless approvals for Defence and other B2G businesses All of these were growth businesses a few months ago. And now facing headwinds. Why? Excess profitability always finds a way to compress. The path isn't linear, and the timeline isn't always known, but the excess profitability > excess valuation pathway always has a cliff somewhere. Abhi doodh aur paneer baaki hai.