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# ![@VijayT1609 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::732783438403510272.png) @VijayT1609 Vijay Thirumalai

Vijay Thirumalai posts on X about ipo, india, investment, all the the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::732783438403510272/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732783438403510272/c:line/m:interactions.svg)

- X Week XXXXXXX +502%
- X Month XXXXXXX +76%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +173%

### Mentions: XX [#](/creator/twitter::732783438403510272/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732783438403510272/c:line/m:posts_active.svg)

- X Week XX +150%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +93%

### Followers: XXXXXX [#](/creator/twitter::732783438403510272/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732783438403510272/c:line/m:followers.svg)

- X Week XXXXXX +1%
- X Month XXXXXX +1.10%
- X Months XXXXXX +16%
- X Year XXXXXX +88%

### CreatorRank: XXXXXXX [#](/creator/twitter::732783438403510272/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::732783438403510272/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::732783438403510272/influence)
---

**Social category influence**
[finance](/list/finance)  #2820 [countries](/list/countries)  XXXXX% [currencies](/list/currencies)  XXXX% [technology brands](/list/technology-brands)  XXX% [stocks](/list/stocks)  XXX% [exchanges](/list/exchanges)  XXX%

**Social topic influence**
[ipo](/topic/ipo) #41, [india](/topic/india) 11.11%, [investment](/topic/investment) #218, [all the](/topic/all-the) #3888, [$8b](/topic/$8b) #8, [acquisition](/topic/acquisition) #475, [price of](/topic/price-of) 7.41%, [$400mn](/topic/$400mn) #1, [$800mn](/topic/$800mn) #1, [prime minister](/topic/prime-minister) XXX%

**Top accounts mentioned or mentioned by**
[@jaganmsna](/creator/undefined) [@jsensarma](/creator/undefined) [@mister_whistler](/creator/undefined) [@kalapian_](/creator/undefined) [@withritesh](/creator/undefined) [@kishorelive](/creator/undefined) [@sudeepsriv](/creator/undefined) [@bigbullcap](/creator/undefined) [@misterwhistler](/creator/undefined) [@ilavanyajain](/creator/undefined) [@kalapian](/creator/undefined) [@vir259](/creator/undefined) [@sameer_singh93](/creator/undefined) [@sandeepdata](/creator/undefined) [@f1stprinciple](/creator/undefined) [@ansible_cm](/creator/undefined) [@egoeraser99](/creator/undefined) [@heyacpk](/creator/undefined) [@bdipayan](/creator/undefined) [@varadhar1](/creator/undefined)

**Top assets mentioned**
[Now Coin (NOW)](/topic/$now) [Freshworks Inc. Class A Common Stock (FRSH)](/topic/$frsh)
### Top Social Posts [#](/creator/twitter::732783438403510272/posts)
---
Top posts by engagements in the last XX hours

"All FIRE and Indian politicians do note He was the PM of UK( no less) Son-in-law of wealthiest families in India He has now X jobs 1/ MSFT 2/ Anthropic 3/GS and 4/ Times and earns honest $ FIRE- Whats your excuse to stop working India politicians- Have some shame and earn honest $ once in lifetime"  
[X Link](https://x.com/VijayT1609/status/1981327641446609098) [@VijayT1609](/creator/x/VijayT1609) 2025-10-23T11:51Z 13.4K followers, 39K engagements


"21% ROCE- Things you do to win the Investment Banking Mandate XX% ROCE XX% ROE- some hopium for a utility business for a XX% ROE Say Rs XXX of Capital employed assume 60-40 D/E Cost of Debt is XX% - XX - XX% of XX =21-6=15 /40 XX% ROE"  
[X Link](https://x.com/VijayT1609/status/1982091039658868758) [@VijayT1609](/creator/x/VijayT1609) 2025-10-25T14:25Z 13.4K followers, 1486 engagements


"I ve been suggesting my kids to go as Anthropic and Chatgpt & scare people with Job losses Proposal got rejected at the discussion stage and per them I lost like 1000 aura points :)"  
[X Link](https://x.com/VijayT1609/status/1983198296144523485) [@VijayT1609](/creator/x/VijayT1609) 2025-10-28T15:44Z 13.5K followers, 3105 engagements


"Few things 1/ Apart from Huge capex industries (O&G Telecom) RIL has been just okayish in new age industries Retail- also ran Digital Services- also ran Jio Finance- nothing happened I can bet that Swiggy Zomato will O/P Reliance any day More importantly kind of interesting what bets Mukesh Bhai is taking even when he wins ( unlikely) he is going to add what $10B to MC- how doest that move the needle Let's see what the market does tomorrow"  
[X Link](https://x.com/VijayT1609/status/1980639497936138527) [@VijayT1609](/creator/x/VijayT1609) 2025-10-21T14:17Z 13.4K followers, 22.1K engagements


"Messages like this from customers make the endless XXX schedule for weeks together worth it❤❤ EB5 is a stressful process and given the literal cycle top 80%++ of projects out there are literally Garbage out there Like exit assumptions at 1/ $3mn/hotel room 2/$12mn/ bed for hospital (maybe gold plated beds) 3/ Exit cap rates at XXX% (lesser than treasuries) 4/ Botched up Appraisal reports by friendly appraisers + Sad part investors ( who are primarily sharp AF software engineers) buy in to the crap coz of FOMO + glitzy marketing Our job is to peel the layers do forensic diligence build our"  
[X Link](https://x.com/VijayT1609/status/1981553342196146335) [@VijayT1609](/creator/x/VijayT1609) 2025-10-24T02:48Z 13.4K followers, 2737 engagements


"Proof that if ur rich people will take everything u say at face value even if it makes zero sense Financial modeling is the most commoditized job in IB so $150K/hour or $300K per year is fair What is not commoditized is the art of deal making in M&A/ IPO which 1/ managing emotions of the sellers and buyers 2/massaging their egos 3/ building the FOMO 4/ zillion calls to manage all the Bull shit in between and finally bringing the deal home that only true closers can do That AI can / will never be able to do and for this u pay like 3-5% of deal value which is still less considering the value"  
[X Link](https://x.com/VijayT1609/status/1981940082866057652) [@VijayT1609](/creator/x/VijayT1609) 2025-10-25T04:25Z 13.4K followers, 13.3K engagements


"What a 🤡🤡 act by @ilavanyajain Completely harmless DM shooting his shot & u name and shame him- for what - XX likes and $X Guys who are sending cold DM's dont let clowns like him discourage you shoot your shot you are just one DM away from something life changing"  
[X Link](https://x.com/VijayT1609/status/1982403940894564847) [@VijayT1609](/creator/x/VijayT1609) 2025-10-26T11:08Z 13.4K followers, 23.1K engagements


"That settles this the most Bangalore Recruiting OG has spoken $10mn in X years is AMAZING + Ability to pulling XX cr ( cash + cash like RSUs I guess) is even more amazing What an outcome for everyone this is what value creation looks like not just for founders but the entire ecosystem Kudos Meesho team"  
[X Link](https://x.com/VijayT1609/status/1982508159332938050) [@VijayT1609](/creator/x/VijayT1609) 2025-10-26T18:02Z 13.4K followers, 32.6K engagements


"LensKart IPO- Whether to apply or not Super detailed DD thread🧵 India Revenue - 3154 Cr (58%) 2500 Store Global Revenue - 2273 Cr (42%) XXX Store Implied Valuation of Rs 70000 cr / $8B International business was basically Owndays acquisition in 2022 for a the price of a chewing gum $400mn- say that compounded at XX% IRR thats worth $800mn now tops India business is then worth $XXX B on revenues of $400mn Basically 18X P/S for a company which sells eye wear Also see Warby Parker on how well it compounded since IPO Thank you for your attention"  
[X Link](https://x.com/VijayT1609/status/1983024219685355578) [@VijayT1609](/creator/x/VijayT1609) 2025-10-28T04:13Z 13.4K followers, XXX engagements


"LensKart IPO- Whether to apply or not Super detailed DD thread🧵 India Revenue - 3154 Cr (58%) 2500 Store Global Revenue - 2273 Cr (42%) XXX Store Implied Valuation of Rs 70000 cr / $8B International business was basically Owndays acquisition in 2022 for a the price of a chewing gum $400mn- say that compounded at XX% IRR thats worth $800mn now tops India business is then worth $XXX B on revenues of $400mn Basically 18X P/S for a company which sells eye wear Also see Warby Parker on how well it compounded since IPO Now you know what to do thank you for your attention"  
[X Link](https://x.com/VijayT1609/status/1983024943555105190) [@VijayT1609](/creator/x/VijayT1609) 2025-10-28T04:16Z 13.5K followers, 62.1K engagements


"My Lenksart IPO post blew up Well meaning veterans/ founders DMed me about why take a ding on LK For starters I have no axe to grind no sell side on stocks no subscription to sell. Also I've got nothing against LK & it's not a ding on LK but the utter garbage valuation its being sold at + lies being peddled by the brokerage houses to get investment banking mandates If my post dissuaded even XX investors from not applying to LK then my job is done These new age founders while preaching about corporate governance/ playing the long game in podcasts have used Public markets as their personal ATM"  
[X Link](https://x.com/VijayT1609/status/1983872060259532951) [@VijayT1609](/creator/x/VijayT1609) 2025-10-30T12:22Z 13.5K followers, 61.5K engagements


"How a Deal gets killed in AI Age in X easy steps 1/ Financial Sponsor ( VC/ PE fund) looking to invest did DD on a AI health care company 2/Built a prototype in X weeks to test with customers 3/ Prototype performed BETTER than the actual product 4/ DEAL KILLED"  
[X Link](https://x.com/VijayT1609/status/1983007366535647723) [@VijayT1609](/creator/x/VijayT1609) 2025-10-28T03:06Z 13.5K followers, 33.2K engagements


"@kalapian_ Love the business and the founders just dont like the 18X sales"  
[X Link](https://x.com/VijayT1609/status/1983040264428982639) [@VijayT1609](/creator/x/VijayT1609) 2025-10-28T05:16Z 13.5K followers, 5779 engagements


"So many in the same boat people trusted him and believed some sort of value capture will happen from $NOW to $FRSH Not only $FRSH books were massaged revenues pre-booked + Every CXO Cashed out + checked out as if nothing mattered Worst of all the podcasts which talks about nonsense like first Indian SaaS company for Nasdaq listing when in fact he made it 100x more tougher for Indian companies to list in $NDX"  
[X Link](https://x.com/VijayT1609/status/1983883710114992554) [@VijayT1609](/creator/x/VijayT1609) 2025-10-30T13:08Z 13.5K followers, 6355 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@VijayT1609 Avatar @VijayT1609 Vijay Thirumalai

Vijay Thirumalai posts on X about ipo, india, investment, all the the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX +502%
  • X Month XXXXXXX +76%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXX +173%

Mentions: XX #

Mentions Line Chart

  • X Week XX +150%
  • X Month XX -XX%
  • X Months XXX -XX%
  • X Year XXX +93%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +1%
  • X Month XXXXXX +1.10%
  • X Months XXXXXX +16%
  • X Year XXXXXX +88%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance #2820 countries XXXXX% currencies XXXX% technology brands XXX% stocks XXX% exchanges XXX%

Social topic influence ipo #41, india 11.11%, investment #218, all the #3888, $8b #8, acquisition #475, price of 7.41%, $400mn #1, $800mn #1, prime minister XXX%

Top accounts mentioned or mentioned by @jaganmsna @jsensarma @mister_whistler @kalapian_ @withritesh @kishorelive @sudeepsriv @bigbullcap @misterwhistler @ilavanyajain @kalapian @vir259 @sameer_singh93 @sandeepdata @f1stprinciple @ansible_cm @egoeraser99 @heyacpk @bdipayan @varadhar1

Top assets mentioned Now Coin (NOW) Freshworks Inc. Class A Common Stock (FRSH)

Top Social Posts #


Top posts by engagements in the last XX hours

"All FIRE and Indian politicians do note He was the PM of UK( no less) Son-in-law of wealthiest families in India He has now X jobs 1/ MSFT 2/ Anthropic 3/GS and 4/ Times and earns honest $ FIRE- Whats your excuse to stop working India politicians- Have some shame and earn honest $ once in lifetime"
X Link @VijayT1609 2025-10-23T11:51Z 13.4K followers, 39K engagements

"21% ROCE- Things you do to win the Investment Banking Mandate XX% ROCE XX% ROE- some hopium for a utility business for a XX% ROE Say Rs XXX of Capital employed assume 60-40 D/E Cost of Debt is XX% - XX - XX% of XX =21-6=15 /40 XX% ROE"
X Link @VijayT1609 2025-10-25T14:25Z 13.4K followers, 1486 engagements

"I ve been suggesting my kids to go as Anthropic and Chatgpt & scare people with Job losses Proposal got rejected at the discussion stage and per them I lost like 1000 aura points :)"
X Link @VijayT1609 2025-10-28T15:44Z 13.5K followers, 3105 engagements

"Few things 1/ Apart from Huge capex industries (O&G Telecom) RIL has been just okayish in new age industries Retail- also ran Digital Services- also ran Jio Finance- nothing happened I can bet that Swiggy Zomato will O/P Reliance any day More importantly kind of interesting what bets Mukesh Bhai is taking even when he wins ( unlikely) he is going to add what $10B to MC- how doest that move the needle Let's see what the market does tomorrow"
X Link @VijayT1609 2025-10-21T14:17Z 13.4K followers, 22.1K engagements

"Messages like this from customers make the endless XXX schedule for weeks together worth it❤❤ EB5 is a stressful process and given the literal cycle top 80%++ of projects out there are literally Garbage out there Like exit assumptions at 1/ $3mn/hotel room 2/$12mn/ bed for hospital (maybe gold plated beds) 3/ Exit cap rates at XXX% (lesser than treasuries) 4/ Botched up Appraisal reports by friendly appraisers + Sad part investors ( who are primarily sharp AF software engineers) buy in to the crap coz of FOMO + glitzy marketing Our job is to peel the layers do forensic diligence build our"
X Link @VijayT1609 2025-10-24T02:48Z 13.4K followers, 2737 engagements

"Proof that if ur rich people will take everything u say at face value even if it makes zero sense Financial modeling is the most commoditized job in IB so $150K/hour or $300K per year is fair What is not commoditized is the art of deal making in M&A/ IPO which 1/ managing emotions of the sellers and buyers 2/massaging their egos 3/ building the FOMO 4/ zillion calls to manage all the Bull shit in between and finally bringing the deal home that only true closers can do That AI can / will never be able to do and for this u pay like 3-5% of deal value which is still less considering the value"
X Link @VijayT1609 2025-10-25T04:25Z 13.4K followers, 13.3K engagements

"What a 🤡🤡 act by @ilavanyajain Completely harmless DM shooting his shot & u name and shame him- for what - XX likes and $X Guys who are sending cold DM's dont let clowns like him discourage you shoot your shot you are just one DM away from something life changing"
X Link @VijayT1609 2025-10-26T11:08Z 13.4K followers, 23.1K engagements

"That settles this the most Bangalore Recruiting OG has spoken $10mn in X years is AMAZING + Ability to pulling XX cr ( cash + cash like RSUs I guess) is even more amazing What an outcome for everyone this is what value creation looks like not just for founders but the entire ecosystem Kudos Meesho team"
X Link @VijayT1609 2025-10-26T18:02Z 13.4K followers, 32.6K engagements

"LensKart IPO- Whether to apply or not Super detailed DD thread🧵 India Revenue - 3154 Cr (58%) 2500 Store Global Revenue - 2273 Cr (42%) XXX Store Implied Valuation of Rs 70000 cr / $8B International business was basically Owndays acquisition in 2022 for a the price of a chewing gum $400mn- say that compounded at XX% IRR thats worth $800mn now tops India business is then worth $XXX B on revenues of $400mn Basically 18X P/S for a company which sells eye wear Also see Warby Parker on how well it compounded since IPO Thank you for your attention"
X Link @VijayT1609 2025-10-28T04:13Z 13.4K followers, XXX engagements

"LensKart IPO- Whether to apply or not Super detailed DD thread🧵 India Revenue - 3154 Cr (58%) 2500 Store Global Revenue - 2273 Cr (42%) XXX Store Implied Valuation of Rs 70000 cr / $8B International business was basically Owndays acquisition in 2022 for a the price of a chewing gum $400mn- say that compounded at XX% IRR thats worth $800mn now tops India business is then worth $XXX B on revenues of $400mn Basically 18X P/S for a company which sells eye wear Also see Warby Parker on how well it compounded since IPO Now you know what to do thank you for your attention"
X Link @VijayT1609 2025-10-28T04:16Z 13.5K followers, 62.1K engagements

"My Lenksart IPO post blew up Well meaning veterans/ founders DMed me about why take a ding on LK For starters I have no axe to grind no sell side on stocks no subscription to sell. Also I've got nothing against LK & it's not a ding on LK but the utter garbage valuation its being sold at + lies being peddled by the brokerage houses to get investment banking mandates If my post dissuaded even XX investors from not applying to LK then my job is done These new age founders while preaching about corporate governance/ playing the long game in podcasts have used Public markets as their personal ATM"
X Link @VijayT1609 2025-10-30T12:22Z 13.5K followers, 61.5K engagements

"How a Deal gets killed in AI Age in X easy steps 1/ Financial Sponsor ( VC/ PE fund) looking to invest did DD on a AI health care company 2/Built a prototype in X weeks to test with customers 3/ Prototype performed BETTER than the actual product 4/ DEAL KILLED"
X Link @VijayT1609 2025-10-28T03:06Z 13.5K followers, 33.2K engagements

"@kalapian_ Love the business and the founders just dont like the 18X sales"
X Link @VijayT1609 2025-10-28T05:16Z 13.5K followers, 5779 engagements

"So many in the same boat people trusted him and believed some sort of value capture will happen from $NOW to $FRSH Not only $FRSH books were massaged revenues pre-booked + Every CXO Cashed out + checked out as if nothing mattered Worst of all the podcasts which talks about nonsense like first Indian SaaS company for Nasdaq listing when in fact he made it 100x more tougher for Indian companies to list in $NDX"
X Link @VijayT1609 2025-10-30T13:08Z 13.5K followers, 6355 engagements

creator/x::VijayT1609
/creator/x::VijayT1609