Karan Rajpal (@IronyMeter) header
Karan Rajpal (@IronyMeter) profile picture

India equity markets Investor. No telegram or paid services. Not SEBI registered. Building @elaboreluxury, India's first global luxury brand

New Delhi
Joined January 2008
Photo by Karan Rajpal (@IronyMeter)Photo by Karan Rajpal (@IronyMeter)Photo by Karan Rajpal (@IronyMeter)Photo by Karan Rajpal (@IronyMeter)Photo by Karan Rajpal (@IronyMeter)Photo by Karan Rajpal (@IronyMeter)Photo by Karan Rajpal (@IronyMeter)
Some people thought I was intelligent enough to be heard. All conversations hosted on YouTube are here: youtube.com/playlist?list=PL…
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Bahut hua bull and bear. Ab baari guerrilla ki.
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This is a major move moving insurance from your insurance company to car company. Underwriting may still be done by an insurance Co, but point of sales changes. Company has access to first party data with ability to convert at higher rate.
Interesting from @HyundaiIndia They have introduced 'Usage Based Insurance' for their customers who use Hyundai BlueLink connected car services. This means that the company will share driving behaviour details of the previous three months - speed data including rapid acceleration and deceleration, speed control, idling etc with some insurance companies which could lead to discounts on insurance. Basically, if you drive carefully, you could get a good insurance deal. Hyundai India has around 800K customers on BlueLink right now and plans that over 1 million customers will have connected cars by 2027 and two million by 2030. With more connected cars now, vehicle insurance should get interesting.
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Karan Rajpal retweeted
Sab log aise hathiyar daal kar baith gaye hain jaise desh band ho gaya hai. India has survived war, famine, hundreds of years of occupation, and completely idiotic government before. We succeed despite all this. Bech do sab, thode main aur thode baaki samajhdar aur patient log khareed lenge.
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28 of 32 large cap SIPs are underwater, says value research. No time like the present to step them up, if your target goal is around 2030-2032.
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Posted without comments. 💪
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Maar khaate hi Insaan kitna diplomatic ban jata hai. Man oversaw the demonisation of the community his wife is from, and vice presided over it.
One of the things the data analysts on our side obsessed over was "composition"—whether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up. So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us." Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026. There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasn’t sharp enough down the stretch. I’m sure that’s true. But the real reason we lost is obvious to almost everyone. Another pollster—one of the smartest people I know in politics, told me yesterday we’d lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were: 1) End the war 2) Focus on cost of living/inflation 3) Put America First 4) Change our relationship to Israel Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (She’s also a great person.) In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcement—by focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you. The reason we lost is the war. The president himself said so last night. If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest. But everyone knows why we lost. And any honest conversation about where we go from here must start there. I remain hopeful about our country. To the people who are pissed off and want to say, “I told you so”: you’re right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Let’s take that anger and get back to the work of saving our country.
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India allocation in emerging Market indexes has not changed in any manner during the past fortnight. In the bulk deals as well, no notable names coming up on a regular basis. The recent surge in FII buying maybe a hand of god situation. Please tread lightly. Two people whose opinions I trust have separately told me to watch the market for unusual disruption on the downside. Which I consider to be the long term bottom. All of this is personal opinion and conjecture, with no meaning at all.
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Portfolio update, 5th November 2026:
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Everyone will forget about Trump the way they forgot about Covid.
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Alabama and Texas in the US, democrats have won. This is BJP losing Ayodhya. Oh, wait...
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Called local safai supervisor to get the absolute ungodly amounts of dust near our society cleaned in Gurgaon. "सर, आज नहीं हो पाएगा, मुख्यमंत्री जी आ रहे है सिकंदर पुर एरिया में, सब कर्मचारी वहाँ लगे हुए हैं." @NayabSainiBJP humare yahan bhi aaiye, thodi yahan bhi safai ho jayegi.
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Suspending all car travel until after Diwali. Whole of NCR has gone nuts!
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The ChatGPT where I generate all my stock ideas. 2047% loss so far.
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Not had a single Urban company booking where however much money I've paid is enough to do what needs to be done. At this point of time, they should let you book the service by the specialization, and let you pay ₹1000 per hour to get things done.
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What's the point of sleeping on time, and having a good sleep? All you have to show for it is waking up at godawful 4.30 am and typing into the ether like this? What even is this life?
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Reliance to nifty today:
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Ease my trip Pitti bhai new ventures: Milld protein atta Supplement chyawanprash goli with yuvraj singh Brilliant.
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