Ep #5 is now out: youtube.com/watch?v=01qfxL
We had a mixed bag of entrepreneurs for this one, with diverse perspectives highlighting what’s broken and what needs to change in education in India. We spoke about democratisation, peer-to-peer learning, online vs. offline, and more...…
Follow
Nikhil Kamath
@nikhilkamathcio
Co-Founder, Zerodha | True Beacon | Gruhas
Nikhil Kamath’s Tweets
"Someone's sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffet
Research:
#compoundeffect #investing #Nifty
27
129
845
This is my favourite episode to date; it covers everything Ed-tech and what's next from the lens of 2 Ed-tech founders, plus one who didn't go to college and one who went to the best.
Ep #5 Trailer out: lnkd.in/gvsDzj9Q
47
61
693
Woke and miserable or oblivious and hopeful, what's better, what would you pick?
There s no right or wrong here, I don't think. The struggle might well be equal, from inside and out, perceptions aside.
85
46
775
The more #philosophy you read (not stoic), having a community seems to be the biggest precursor to #happiness (as fleeting as it might be).
I have 5 bros in my life I would do all for, life-changing this is, seriously ♥️
86
697
3,158
Lower #corporate debt and a #household savings rate which is trending down could mean domestic consumption is the sector to be in the coming decade.
It's strange that so few domestic #consumption stories have scaled to 1000cr plus sales hitherto.
25
79
523
#China as a market is 10s of times bigger than India for LVMH. Is the difference in GDP per capita causing this, or do Indians shop abroad for #luxurygoods (for many reasons)..
Either way, with the Indian #GDP per capita rising, #Reliance might be onto something here, betting on…
42
90
954
Ep #04 is now LIVE: youtube.com/watch?v=-HkBwS
I’ve been using #ChatGPT a lot since it came out, and the technology is mind-blowing. After filming this podcast, though, I wonder where we’re headed next. There’s a good chance that in the wrong hands, without proper regulation, a…
38
57
455
The #startupfunding winter has formally begun,if anyone has any doubts, a quick trip to #Bangalore should remedy this. With unnatural discounts going away for consumers, what was practical yesterday will be #expensive tom.; think cabs, food delivery, creator economy, what else?
26
76
617
Ep #3 out now!
Watch now: youtube.com/watch?v=UKag4L
#KishoreBiyani did this after ages; my buddies and said all they usually wouldn't. We are all either selling or being sold to; very interesting to hear what works and what doesn't while selling anything!…
28
37
361
Ep #3 Trailer alert!
Watch here: youtu.be/f56CbqsWwpo
No one in India knows more about selling than Mr. #KishoreBiyani. He doesn't come out and speak often, but this was worth the wait.
Interesting to get different perspectives from the new generation, and…
36
70
711
Today is as good as today has ever been, across the board.
#Gratitude might be the most underrated quality on #socialmedia today.
1:27
17.8K views
15
38
379
Congratulations brother, u deserve this and so much more ❤
Quote Tweet
No Business Background
No Pedigree education across the team
No VC/PE
No Advertising spending
No Spamming customer
@zerodhaonline is an example that a successful business can be built by not following the norm, by average folks with common sense wanting to solve a problem.
Show this thread
175
312
8,223
Looks like a short-term phenomenon; as long as you can #rent at 3 per cent and #housing loan rates are over 8 per cent, this won't work. If I had to bet on house prices going down vs rent going up to reach equilibrium, my bet is still on the former.
#realestate #rentindia
81
197
1,414
#WTFis was started with the intent to have open conversations with intelligent minds and talk about new-age topics.
I would like to hear your opinions, favourite moments and ideas for future content. Use the hashtag #DineWithNikhil and share your thoughts through a…
43
10
218
🎙️Our latest podcast EP. #2 is LIVE now!
I had an amazing chat with the founders of India's largest platforms about social media success, mental health & building distribution. Don't miss their insights!
Watch now: youtube.com/watch?v=SkU3J2
#podcast #socialmedia #mentalhealth
10
15
147
To my many friends who have graduated from fancy colleges in the #US, working there, considering moving back home to start something. All indications point to #India being 'the place' to be this decade; from a relative standpoint, for an #entrepreneur, the opportunity is here...
291
2,345
9,799
Incoming free content that shouldn't be free, this one's gonna be longer because it's soo much better...
Subscribe Now: bit.ly/3nYjPMN
and #UmangBedi
#socialmedia #podcast #comingsoon
1:33
17.8K views
18
12
238
45
145
805
9
12
118
The influence of Western #economies over the pricing of #oil is declining fast, likely a sign of things to come; the world as we know is changing.
Research
1/5
23
57
530
Show this thread
By chance, if someone is profitable after all this, they pay the maximum income tax rate. We then wonder why many traders find it hard to be profitable😐
A robust and liquid stock market is cardinal to our economy; the small guy helping make this happen should also be helped.
57
159
1,743
Show this thread
This is outside of Exchange charges, Stamp duty, Gst, Brokerage, and Sebi charges. The impact of each is as per the sequence above. Adding all this, he has to capture 30 points between Nifty volatility daily to break even (10 trds/day).
7
71
825
Show this thread
STT hiked by 25 percent. If an intraday retail trader buys and sells 10 lots of nifty futures, he has to pay Rs 855 in STT or 1.7 points on each Nifty lot; if he trades 10 times a day, he has to capture 17 points of a nifty move every day on Stt alone.
212
688
2,844
Show this thread
Tables are turning slowly but surely.
Research courtesy:
3
19
284
Show this thread
35
346
2,616
Show this thread
List
1) pe/vc
2) real estate (especially commercial)
3) equity mkts
4) commodities (not diamonds)
5) short tenure fixed income (risk-free, no mtm, simple stuff, if fd pick a bank that’s too big to fail).
(1-5)
(not great-ok)
4
5
127
Show this thread
Hindsight bias has replaced real estate with pe/vc in my bad to okay invst list of 2023,
Whenever a trend changes, as the interest rate scenario has, the winners of the last cycle will likely change last.
The difference between 0.25 / 4.75 percent is like🐤🌞🌈/🕸️🌪️🦍
10
9
425
Show this thread
Newfound respect for all #Podcasters; this took so much effort and time...
Full episode out: youtu.be/tWzalcN_Inc
Umang Bedi, this was so much fun. 🤗
#metaverse #UneditedwithNikhilKamath #podcast
10
16
229
Please add in comments any interesting #brands you might know of with spectacular quality, which may be undiscovered and investable??
80
9
341
Show this thread
If one were to assume this to be true and we have a far bigger #middleclass pie by 2030, we have too few large Indian independent consumer-facing brands which do 1000cr plus in sales...
Everything from restaurant chains, cosmetics, Ayurveda products, jewellery, clothing, coffee.
169
490
3,524
Show this thread
Congratulations, team
Quote Tweet
Thanks for the acknowledgment @BillGates. All our giving forward initiatives are mostly thanks to the team at @RainmatterOrg.
In this journey, we're at that place where we're also still building up @zerodhaonline. Kailash building tech and I managing the overall business, and…
8
13
309
250
264
10.3K
Most people shy away from finance, thinking the math is too complex. I've never been good at math🔢, but thank god the math required for personal finance is not complex. I talk about it in this video 🙂 -
9
58
455
Countries with negative real #interest rates will likely see further rate hikes to curtail the incumbent inflation issue.
5
6
230
Show this thread