Bhavin (@bhavinjan1978) profile picture

Bhavin

@bhavinjan1978
Joined August 2013
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Photo by Bhavin (@bhavinjan1978)Photo by Bhavin (@bhavinjan1978)Photo by Bhavin (@bhavinjan1978)Photo by Bhavin (@bhavinjan1978)Photo by Bhavin (@bhavinjan1978)Photo by Bhavin (@bhavinjan1978)Photo by Bhavin (@bhavinjan1978)Photo by Bhavin (@bhavinjan1978)Photo by Bhavin (@bhavinjan1978)Photo by Bhavin (@bhavinjan1978)
What began as scribbles in my notebook is now a book. Grateful to @dspmf and @KalpenParekh for believing in the value of handwritten ideas.
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Gold mine
abhishek (@abhishec_s) profile pictureabhishek@abhishec_sOct 1
All Transcript Editions dspim.com/latest-literature?… Latest dspim.com/media/pages/latest… Three Foundations Editions: The Chief Problem dspim.com/media/pages/latest… Valuations Matter dspim.com/media/pages/latest… Narratives Follow Prices dspim.com/media/pages/latest…
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I will be away
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V2 : Buffering…
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1/6 Storytelling is not an art you're born with. It's a muscle. Nobody is a natural. The ones who look effortless? They've just been to the gym more than you. Train it. Again and again.
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5/6 Every brand is building a world. The most powerful storytelling framework?
Deceptively simple.
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6/6 Talent is overrated.
Hard work is underrated. But it's the combination — compounded over time — that makes you extraordinary. Storytelling is the same. Let the checklist be your guide.
Add to it. Compound it. May you live the story.
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My valuation framework is in really good company in this months Netra... dspim.com/latest-literature/…
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Copying is the sincerest form of flattery. So here’s my tribute to one of my all-time favourite cartoonists, Mario. In his birth centenary year, a small attempt to celebrate the wit, keen observation and timeless charm that made his work unforgettable.
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Messi walks more than he runs. Buffet passes more than he buys. Your edge isn’t activity - it’s conviction.
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IPO base rates - For all the excitement around IPOs, the base rates tell a far more sobering story…
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Since early Jan ’26, the broader market is ~6% off. Valuations are closer to long-term averages—but the correction isn’t uniform. ~40% of sectors have de-rated more than the market (Refining, NBFCs, Pvt Banks, Life Insurance, Cables & Wires, EPC, IT). ~20% still trade above Jan levels (Telecom, Auto, Capital Markets, Defence, Cement).
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Post trade-deal announcement, broader market valuations have moved higher. However, several sectors continue to trade at or below pre-deal levels — Auto, FMCG, Alcohol, Insurance, PSU Banks, Pharma, Defence, IT, Agri, Metals, Paints, and Cement. Select pockets of relative underperformance remain.
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The year end note for 2025...
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Inevitable Mistakes: What We Learned
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Disclaimers:
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