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@WhyDan4 "Peer comparison India retail sector Reliance Retail (part of Reliance Inds Ltd) Flipkart (unlisted) Amazon India (unlisted) Titan Company Dmart (Avenue Supermarts) Blinkit (part of Eternal) Trent Ltd Vishal Mega Mart Zepto (unlisted) Swiggy Instamart"
@WhyDan4 on X 2025-07-24 01:49:41 UTC XXX followers, XXX engagements

"Update 22Jul2025: Who is eating my gold ETF return"
@WhyDan4 on X 2025-07-22 04:00:28 UTC XXX followers, XX engagements

"@opinion China Advances USD XXX Billion Tibetan Mega-Dam Despite Risks Dams of Disaster damage to biodiversity hydropower project India-China tensions Yarlung Tsangpo River in Tibet (Brahmaputra in India once it enters Arunachal Pradesh)"
@WhyDan4 on X 2025-07-21 14:13:52 UTC XXX followers, XX engagements

"@X Voltas Beko (Voltbek) is a joint venture between Voltas Ltd and Turkey-based Arecelik AS. After the India Pakistan war of May2025 Voltas changed the country of origin for Arcelik 😂 From Turkey to Europe. How it started How it is going"
@WhyDan4 on X 2025-07-23 10:31:09 UTC XXX followers, XX engagements

"Tilaknagar Industries acquires Pernod Ricard India Pvt Ltd's Imperial Blue whiskey biz for Rs 4150 crore - alcoholic beverages sector - alcobev - IMFL - Imperial Blue is India's 3rd largest whisky brand by volume"
@WhyDan4 on X 2025-07-24 01:35:11 UTC XXX followers, XX engagements

"@FT Apple is on a park bench eating an apple watching the AI revolution go by on the highway said Dan Ives managing director of Wedbush Securities. #Anecdote Apple missed AI rush. Apple Inc is falling behind among Magnificent Seven"
@WhyDan4 on X 2025-07-21 15:20:44 UTC XXX followers, XX engagements

"Update 21Apr2025: During Jan-Mar2025 quarter gold ETF assets growth was a staggering XX% though India gold price (IGP) grew by just XXXX% -- investors are chasing gold ETFs as dollar gold price is reaching all time highs in 2025"
@WhyDan4 on X 2025-04-21 04:33:15 UTC XXX followers, XX engagements

"Speculation is rife: Japanese PM Shigeru Ishiba is in a weak position politically on the domestic front and rushed a trade deal with Trump"
@WhyDan4 on X 2025-07-23 05:11:44 UTC XXX followers, XX engagements

"Promoters / insiders selling stakes in listed companies is not necessarily a bad thing. One positive aspect is it will raise free float of the stock and leads to wider participation as happened with Indigo's (InterGlobe Aviation) Gangwal family offloading their stake"
@WhyDan4 on X 2025-07-09 04:33:30 UTC XXX followers, XX engagements

"3-year growth: In the past three years between Jun2022 and Jun2025 gold ETF assets spiked by XXX per cent as gold prices in India have gone up by XX per cent in the same period. Investors globally are seeing gold as a "safe haven" due to uncertainty and geopolitical tensions"
@WhyDan4 on X 2025-07-22 04:04:01 UTC XXX followers, XX engagements

"In the past XX days the US has trade deals or framework trade agreements with a grand total of four countries: The UK China Vietnam Indonesia"
@WhyDan4 on X 2025-07-16 08:45:43 UTC XXX followers, XX engagements

"@X Once Worth $XX Billion Bill Hwang Says Hes Just a Millionaire Now - Archegos Capital Mgmt - market manipulation - protege of Julian Robertson of Tiger Management - Tiger cub - Credit Suisse collapse - He's worth just USD XX million now"
@WhyDan4 on X 2024-11-19 04:55:50 UTC XXX followers, XX engagements

"border infrastructure The China-India Infrastructure Race Along the Himalayas It's not a race actually because the infra balance is heavily tilted towards China"
@WhyDan4 on X 2025-07-24 00:44:18 UTC XXX followers, XX engagements

"In addition investors need to factor in the brokerage and statutory charges they pay while trading in and out of gold ETFs. On top of that you have to pay capital gains taxes if any. 😀"
@WhyDan4 on X 2025-07-22 04:13:35 UTC XXX followers, XX engagements

"Three-year growth: While the India gold price rose by XXXX per cent in the past three years the NAV of Nippon India ETF Gold BeES has gone up by only XX per cent -- the difference is due to onerous expense ratios charged by the likes of Nippon India AMC and others"
@WhyDan4 on X 2025-07-22 04:04:30 UTC XXX followers, XX engagements

"EMS player Dixon Technologies (India) Ltd market cap surpassed Rs 100000 crore once again today with a CMP of Rs 16550. Context: its TTM net profit is just Rs 1370 crore or net profit margin of just X per cent. 😂 (discl: wrong about the stock in the past)"
@WhyDan4 on X 2025-07-23 11:45:01 UTC XXX followers, XXX engagements

"QIP fund raising State Bank of India (SBI)'s QIP to raise Rs 25000 crore via QIP at a floor price of Rs XXXXXX / share reportedly subscribed four times. Indian listed companies that have raised funds via QIPs In FY 2025-26"
@WhyDan4 on X 2025-07-18 12:43:18 UTC XXX followers, XX engagements

"EQT Bain Capital emerge as final bidders for XX% controlling stake in Whirlpool India - PE deals - private equity deals"
@WhyDan4 on X 2025-07-23 10:11:40 UTC XXX followers, XX engagements

"Net net your gold ETF returns are eaten away by: high expense ratios of mutual funds elevated trading expenses onerous capital gains taxes"
@WhyDan4 on X 2025-07-22 04:14:33 UTC XXX followers, XX engagements

"Trump tariffs Trade war Trade protectionism 🧵 continues with a new thread"
@WhyDan4 on X 2025-07-23 04:59:35 UTC XXX followers, XX engagements

"This is Iran the Middle East's most mysterious treasure"
@WhyDan4 on X 2025-07-24 05:47:25 UTC XXX followers, XX engagements

"Update 22Jul2025: During Apr-Jun2025 quarter gold ETF assets grew by a modest XX per cent compared to XX per cent in Jan-Mar2025 quarter. Who is Eating my Gold ETF Return"
@WhyDan4 on X 2025-07-22 03:59:55 UTC XXX followers, XX engagements

"Trump trade deals 🧵 In the past XXX days the US has trade deals or framework trade agreements with a grand total of six countries: Japan the Philippines Indonesia Vietnam China the UK"
@WhyDan4 on X 2025-07-23 04:58:11 UTC XXX followers, XX engagements

"Bolstered by the reported trade deal between the US and Japan Nikkei XXX touched 52-week today now quoting at 41171. This seems to be very close to its all-time high (ATH)"
@WhyDan4 on X 2025-07-23 10:36:00 UTC XXX followers, XX engagements

"FTSE XXX touched all-time high (ATH) today. It's now above 9000. Meanwhile Dax XX is close to ATH"
@WhyDan4 on X 2025-07-22 15:50:31 UTC XXX followers, XX engagements

"US and EU close in on XX% tariff deal - European Union - could be similar to XX% tariff deal Trump struck with Japan"
@WhyDan4 on X 2025-07-24 01:18:32 UTC XXX followers, XX engagements

"SUV manufacturer Mahindra & Mahindra has opposed any kind of relief being granted to Maruti Suzuki India for its small cars in the upcoming stages of the CAFE norms"
@WhyDan4 on X 2025-07-14 06:33:05 UTC XXX followers, XX engagements

"Trump announces trade agreement with the Philippines and terms of deal with Indonesia XX% tariffs on goods imported to the US status of Trump tariffs"
@WhyDan4 on X 2025-07-23 05:03:34 UTC XXX followers, XX engagements

"Trump Says U.S. Has Reached Trade Deal With Japan XX% tariffs on goods imported to the US from Japan Trump trade deals appear to be rough outlines"
@WhyDan4 on X 2025-07-23 05:10:54 UTC XXX followers, XX engagements

"@AskPerplexity @perplexity_ai @ChatGPTapp @GeminiApp Three good tools to search / ask anything on internet X. X. X. Google Gemini But these aren't XXX% reliable you need to do your own due diligence.😀"
@WhyDan4 on X 2025-07-18 06:48:31 UTC XXX followers, XX engagements

"@salesforce tallest building in San Francisco - Salesforce Tower Top floor (61st) is called Ohana floor Ohana in Hawaiian means family"
@WhyDan4 on X 2025-07-23 15:57:51 UTC XXX followers, XX engagements

"Filed under Private Equity / PE acquisitions"
@WhyDan4 on X 2025-07-14 13:42:13 UTC XXX followers, XX engagements

"The gold ETF assets swelled to Rs 64800 crore as on 30Jun2025. During Apr-Jun2025 quarter the NAV of Nippon India ETF Gold BeES rose by only XXX% while the actual rupee gold price increased by XXX% -- this is due to higher expense ratios charged by mutual funds"
@WhyDan4 on X 2025-07-22 04:02:28 UTC XXX followers, XX engagements

"Archegos founder Bill Hwang to remain free while he challenges conviction hedge fund collapse fall from grace sell-off in Mar2021 (during Meme stocks frenzy) -"
@WhyDan4 on X 2025-07-23 12:41:24 UTC XXX followers, XX engagements

"@X Maruti Suzuki seeks review of CAFE norms flags bias against small cars - India auto sector - It asked the gov't to review the Corporate Average Fuel Efficiency (CAFE) norms which penalise smaller cars and favours larger more polluting cars"
@WhyDan4 on X 2025-07-04 04:09:53 UTC XXX followers, XX engagements

"As long as gold prices are rising phenomenally as is the case in the past X years investors don't mind paying expense ratios of up to X% on gold ETFs. But when the prices fall (it happens one day) gold ETF holders will find it hard to stomach the onerous expense ratios"
@WhyDan4 on X 2025-07-22 04:12:19 UTC XXX followers, XX engagements

"Nippon India ETF Gold BeES is only used as an example representing the gold ETFs. All gold ETFs are similar in terms of returns on NAV and market price. This is not investment advice; this is just for illustration purposes only"
@WhyDan4 on X 2025-07-22 04:06:03 UTC XXX followers, XX engagements