Snapshots That Wow!

Chote Chote shehron mein, aisi badi badi baatein hoti rehti hai

“In January 2026, cities beyond India's top 30 financial hubs crossed 50% of the country's mutual fund folios for the first time. B-30 folios stood at around 35 million in December 2019. Today, that number is nearly 133 million. Almost fourfold in six years.”

Source: Dezerv

Someone tell Reddit, “Sabr ka phal, meetha hota hai”

50% of all relationship advice on Reddit is “leave.” 15 years of data, 52 million comments, and the trend line only goes one direction.

A researcher filtered r/relationship_advice down to 1,166,592 quality comments and tracked what people actually recommend. In 2010, “End Relationship” sat around 30%. By 2025, it’s approaching 50%.

“Communicate” dropped from 22% to 14%. “Compromise” collapsed from 7% to 3%. “Give Space” fell from 25% to 13%. Every category that requires patience lost ground every single year.

Source: Aakash Gupta

Never trust those who run for fun

A French naval officer unknowingly revealed the location of the aircraft carrier Charles de Gaulle by sharing a public workout on the fitness app Strava. His run, recorded at sea, made it possible to pinpoint the carrier’s position in the Mediterranean near Cyprus. Although the carrier’s deployment was public, sharing its exact real-time location is a serious security risk.

Source: Le Monde

From WFH to no work at all!

The value of US data centers under construction has officially surpassed the value of office buildings under construction for the first time in history.

Data centers under construction are up+29% YoY, to a record $45.1 billion.

Meanwhile, the value of offices under construction are down -13%, to $43.5 billion, the lowest since October 2015.

Source: Kobeissi Letter

In markets, jo gharajte hai, utna baraste nahi?

While discounted cash flows (DCF) is not a tool we refer to fix a precise price for a business, it is a great tool to understand change (sensitivity) in intrinsic value to various inputs. If you are an investor who believes that buying equity is being a part owner in a business, this fall in prices demands you to look beyond the prevailing narrative and understand the change in the intrinsic value of the businesses as a result of these disruptions.

Even a 50% cut in one year's profit only changes the value of the business today by 4-5%*

Source: Business Standard

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