
@TheAnalystTalki
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Joined November 2025
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The Analyst retweeted
Instead of recommending IITs, I’d recommend every General category student to go for BITS.
0% reservation, IIT level infrastructure & attendance flexibility to work on projects. Honestly, one of the best engineering institutes in the country.
IITs are only for SC/ST students.
The Analyst retweeted
Lived in a 700 sq ft Mahim flat. Neighbours knew him as "just the professor."
Portfolio today: ₹2,050 crore+.
Meet Prof. Shivanand Mankekar
India's most reclusive investor is a professor nobody's heard of.
30 years teaching finance at JBIMS. His students: Uday Kotak. Chanda Kochhar.
2002: ₹30 lakh into Pantaloons.
2007: ₹190 crore.
2012: ₹300 crore into United Spirits.
2014: Sold for ₹450 crore.
First lecture, always the same question. "How do you value a company?"
Wrong answer: profit.
Wrong answer: assets.
His answer: cash flow.
No interviews. No Twitter threads. No stage.
Just conviction, concentration, and cash flow.
🧡🧡🧡
The Analyst retweeted
Nooyi's position is backed by numbers.
Only 5.2% of the 2,285 listed companies on NSE main board have women as CEO/MD.
Out of these more than 2/3rds are from the promoter family.
So, if her dad doesn't own a company, a woman will find it very tough to become a CEO in India.
On the other hand, 88% of the companies have women as independent directors on their boards.
So, a board position is much easier to get.
(Source: primedatabasegroup.com, Press Release, 6th March 2026)
The Analyst retweeted
"I could never have become CEO in any other country in the world including India. The American system is truly meritocratic unlike India"
— Indira Nooyi, ex-Pepsi CEO
The Analyst retweeted
India’s Escapism
Since last year, clear signs have emerged of a fundamental shift in U.S. policy toward India. The indicators are difficult to ignore: the latest U.S. National Security Strategy barely mentions India; the U.S. deputy secretary of state declared from Indian soil that Washington would not allow India to grow into an economic rival; the U.S. assistant secretary of state stated that the principal objective of American policy in South Asia is to prevent any single power from dominating the subcontinent; and Washington recently dropped “Indo” from the name of its Indo-Pacific Command. These developments come amid the declining salience of the Quad and an apparent revival of the term “Asia-Pacific” at the expense of “Indo-Pacific.”
The implication is increasingly difficult to dismiss. Washington no longer appears to view India’s rise as inherently beneficial to U.S. interests. Instead, it is beginning to see India as a potential economic and regional competitor whose power should be managed and constrained. U.S. interest in India is now largely focused on securing greater access to its vast market and gaining greater strategic access.
The 50% punitive tariffs imposed on India last year, efforts to make India more dependent on U.S. or U.S.-aligned energy supplies, the lopsided trade framework agreement of February, and the looming bilateral trade deal all underscore these shifting U.S. priorities.
Yet Prime Minister Modi appears unwilling to acknowledge the writing on the wall. This week he told President Trump that bilateral relations had “progressed significantly” since their last meeting in February 2025. In reality, the relationship has suffered a series of major setbacks during that period. Meanwhile, India’s foreign minister continues to speak of “deepening partnership across domains.”
Rather than acknowledge the implications of Washington’s policy shift, the Modi administration continues to promote a narrative of deepening strategic convergence, thereby deflecting questions — and opposition attacks — about whether its assumptions regarding the U.S. have been overtaken by developments.
The Analyst retweeted
This IITM sponsored startup has a CEMILAC certified fully tested indigenous engine for aero applications....all aspiring UAV builders must explore this further...can get in touch with me...I will guide them on.
@SandeepUnnithan @gauravcsawant @ShivAroor
The Analyst retweeted
The President is from North India. The Prime Minister is from North India. We do not want to live as second-class citizens, paying taxes while being expected to salute Delhi. Every state deserves equal respect, representation, and dignity.
- @revanth_anumula
The Analyst retweeted
One day you will look back and understand that you worried too much about the things that don’t really matter.
The Analyst retweeted
Human entertainment shouldn't come at the cost of animal freedom.
Say absolute NO to elephant rides and let them live the way nature intended—free and wild. 🌿🐘
#ElephantRides #StopAnimalExploitation #CompassionForAnimals
The Analyst retweeted
2nd Flying Sikh is BORN! Gurindervir Singh has shattered the national record, 100M in 10.09 seconds.Very close to Usain Bolt’s 9.58s world record, Just half second away from history! Congratulations champion. Waheguru ji kripa rakhan sher putt te! #GurindervirSingh #FlyingSikh
































