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@samoisus HDFC certainly is going to tank the market some day and it need not be even any skeletons in the closet. Too much of concentration risk in that stock.

@oracle999 I’m not saying Jio can’t build a chat app. Any random developer can build a chat app. I’m just saying network effects are hard to break, even for big mover like Jio. Ask Google. And you never have had any opinions or criticisms on big companies and their operations? Big companies...

@greenhouse Jio Chat : Am I a joke to you? Besides, Jio really doesn’t have competency to build a chat app which competes let alone beats the network effect of WhatsApp in my opinion. They can try to put lipstick on a pig saying they are a tech platform company and not a telecom company but...

@jorge_costanza It would have been true if the stake buy is from Mark directly or one of his other companies. Trying to understand what fit he sees Facebook itself to acquire stake.

@mistert India uses European options model and hence CE and PE in the scrips.

@jorge_costanza They didn’t have to acquire 10% stake worth $5bn for that agreement surely?

@bayface107 Good for Jio. But don’t understand what’s in it for Facebook with this deal.

@lee1009 This was not exactly a secret or something including the 10% info which I read somewhere sometime last week. It was more about if the deal is going through and when it is going through.

@kenm 0-10% allocation in REIT is too low unfortunately unless you are planning to merge your debt and REIT investments into one with this fund.

@rski Why is this ICICI Flexicap fund all the rage? Is this mostly sold to offline investors with a good push because of this 1.60% commission? Edit: I also went through their one pager and brochure available on their website and no mention of expense ratio anywhere on them. Kind of hiding an...