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Prathamesh Godbole
prathgodbole
If Bitcoin keeps going up like it is for the past year, what incentive do you have to spend it on anything as a currency? Every merchant can accept it,
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Crunched some numbers on what the world economy will look like in 2030-tr $ GDP in 2020-US+ Canada 22.5EU+UK 16CN+JP+IN+http://SE.Asia 27islamic world- ME+N.africa+pak 3.5-4S.America 4Africa 2.5Russia+ neighbours 2.61 tr$ GDP
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A great piece, though this should not come as a surprise. India is EXTREMELY overpopulated, and this poor decision making by the prev generations is going to punish the current
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Thread of random observations and forecasts for the coming decade - on markets and the world in generalCycle lengths to b much shorter. Business cycle is being, and will continue
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Biggest bubble here is $AAPL. Walmart has P/S of 0.8x since no growth, it actually has potential from online+ acquisitions like Phonepe.AAPL has P/S of 8x with 0% growth. To
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Long thread on the bull case for India 2020-2030Areas covered- food/water, energy, roti-kapda-makan, trade, software tech, market valuations, effects, risks1 #1 food/waterMeat consumption- which takes far more water than veggies,
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