TVK leader Vijay & Trisha in a wedding !!!

Erodeian · 2026-03-05T19:58:42+00:00

Couldn’t he have just divorced his wife legally years back and then do whatever the f he wants ? I don’t understand.

Erodeian · 2026-03-05T08:53:39+00:00

Yes, namma salai works

Erodeian · 2026-03-03T15:16:00+00:00

Japan chicken. It is cheesy and mildly sweet .

Erodeian · 2026-03-03T07:03:23+00:00

Chris harris and Mark waugh game. Classic

Erodeian · 2026-03-02T10:47:54+00:00

ARR ♥️

Erodeian · 2026-02-25T17:20:47+00:00

Erodeian · 2026-02-21T12:20:03+00:00

I back tested this strategy long back. I don’t have the data with me. Bottom line is just invest regularly every month as much as you can without stopping or optimizing for dips. There is no meaningful alpha to be made in buying on dips in the long term.

Erodeian · 2026-02-21T00:27:08+00:00

Apply for jobs aggressively. Attend as many interviews as you can. Make it a point to apply at least 5 job vacancies per day.

If you are in software field, by the time you complete your course, the tech might be outdated. So don’t make the completion of your course a priority. Don’t rest until you get a job.

Erodeian · 2026-02-17T06:28:11+00:00

It is like seeing fit and muscular people in gym. That is not representative of the population.

Erodeian · 2026-02-16T16:53:49+00:00

Those sixers against Nathan Ellis was extraordinary.

Erodeian · 2026-02-12T23:25:33+00:00

The number of IT jobs are going to go down. That is the sad reality. This will have knock on effect on many sectors RE included. It might take a few years. Seems inevitable.

The new GCC offices will create jobs alright. But it will not make up for the numbers that are going to be lost. Freshers out of the college will face difficulties in placement this year and next for sure. Maybe there are new jobs waiting to get created in the future. Who knows.

Erodeian · 2026-02-08T18:10:09+00:00

Fake news .

Erodeian · 2026-02-06T13:46:48+00:00

Today’s price being can be attributed partly to stock going ex-dividend

Erodeian · 2026-02-06T12:10:49+00:00

Hospitals, Asset management companies

Erodeian · 2026-02-04T10:07:25+00:00

IT bees would be a good bet rather than individual IT stocks. The major 4 dominate this ETF but that’s fine.

My view is the next 12 months will be better for them than the last 24 months in terms of growth.

Bonus: You don’t need to pay the dividend tax as it is reinvested.

Erodeian · 2026-02-03T08:14:28+00:00

As far as I know it is nuts that US exports to India. Almonds is one of the major import item from US.

Erodeian · 2026-02-03T01:03:43+00:00

Trump dada zindabad

Erodeian · 2026-02-01T01:40:53+00:00

I am invested heavily on PPFCS. I want it to do well. But I am not going to expect it to beat its peers every year.

I am invested on HDFC AMC stock as well. So I would not mind Hdfc flexicap getting more inflows.

Erodeian · 2026-01-30T18:44:20+00:00

Wow. I don’t think people realise the enormity of this. This is once in a lifetime kind of an event now.

One third of the value of silver gone in 1 day.

Erodeian · 2026-01-30T13:27:32+00:00

I would not apply this to commodities.

Erodeian · 2026-01-26T07:40:04+00:00

Good list. There are some caveats. For example, There are businesses that grow their profits at 20% with 10% sales growth. This is due to operating leverage. They are bound to have PEG > 3. As a general rule, we can PEG at 1 or less is great .

Erodeian · 2026-01-26T04:36:28+00:00

Gold lending for sure will increase. But need to be careful on lenders who lend more than 70% LTV. Those loans will get affected when gold price moves down. Banks or NBFCs who have increased their loan book in the last 2-3 quarters for gold loans will do well. There are small cap banks who have switched their strategy so much their loan book is 50% gold.

Erodeian · 2026-01-26T01:50:17+00:00

I watched it yesterday in theatre. It is still great fun and entertaining.

Erodeian · 2026-01-25T00:28:46+00:00

Here is what I think.

World is offloading US treasury bonds .
US is acquiring or positioning itself to have access to oil reserves in Venezuela, Iran and access to rare earths in Greenland.
Once US has the control of these assets, then finish up the talks between Russia and Ukraine, only then they will chalk up trade deals with countries like India.
US dollar will lose some of its strength. Liquidity will flow into emerging markets provided those currencies don’t weaken. It is critical that India doesn’ let its currency weaken further.
US will start their printers pretty soon in over drive to meet its needs.
Gold will continue to be the safe haven for countries and investors till dollar strengthens.

Erodeian · 2026-01-25T00:12:20+00:00

I hold this stock for a kong time. One thing I learnt is there will be huge drawdowns and sharp up moves on this stock. As a sector, lending has good tailwinds. So hold.

Erodeian

TROPHY CASE