Investment Ideas..

[donganaaK]

ya you are right naku antha ravatle kani mana employer gadi commisiion ponga 150 daka vasthundi..GC vasthe FT join avutha

 

cool man ,wish u good luck ...

[budgetpadbhanabam]

yeah cool , risk to return ratio ekkuva undakunda chuskunte chaalu .... 

 

bayarea lo house antey minimum untay kada ah prices , thakkuva lo kaavali antey u have to live far away and spend 2hrs commuting to work each way ...

ya Fremont and Sunnyvale lo million vunnai and if you gp further  down oka 600-700 ki vasthai kani commute ke 4 hrs pattudi bart lo..

[donganaaK]

ya Fremont and Sunnyvale lo million vunnai and if you gp further  down oka 600-700 ki vasthai kani commute ke 4 hrs pattudi bart lo..

 

but house koney decision untey , if i were u i'd hold it off for atleast 2 more years , silicon valley pedha bubble lo undi , including the housing prices ( atleast from what i read and understood )  , ah bubble burst aindi ante malli problem avthadi ...

 

better do thorough research before u jump into it man .... I'm sure u will anuko , I'm just throwing in my 2cents ... 

[budgetpadbhanabam]

but house koney decision untey , if i were u i'd hold it off for atleast 2 more years , silicon valley pedha bubble lo undi , including the housing prices ( atleast from what i read and understood )  , ah bubble burst aindi ante malli problem avthadi ...

 

better do thorough research before u jump into it man .... I'm sure u will anuko , I'm just throwing in my 2cents ... 

you are right anduke 2 yr deadline pettukunna...

[donganaaK]

you are right anduke 2 yr deadline pettukunna...

 

cool ... all the best man ...

[KeyserSoze]

but house koney decision untey , if i were u i'd hold it off for atleast 2 more years , silicon valley pedha bubble lo undi , including the housing prices ( atleast from what i read and understood )  , ah bubble burst aindi ante malli problem avthadi ...

 

better do thorough research before u jump into it man .... I'm sure u will anuko , I'm just throwing in my 2cents ... 

 

Bubble lo undi kani but not at the scale of 2001. Its at a sustainable level. This is strictly speaking abt tech companies. No idea abt ral estate

[donganaaK]

Bubble lo undi kani but not at the scale of 2001. Its at a sustainable level. This is strictly speaking abt tech companies. No idea abt ral estate

 

both are dependent on each other in bay area ..... akkada tech companies lo unna prospects and jobs valla ne antha perigay akkada housing prices .. ah area nunchi koncham baytaki velthey malli antha expensive undav ...

 

back in 2008/2009 there were literally no takers for houses there , ippudu kottukuni sachipothunnaru manchi houses kosam ...

 

bubble burst aindi antey definite ga entho kontha impact untadi akkada housing prices paina ...

[KeyserSoze]

both are dependent on each other in bay area ..... akkada tech companies lo unna prospects and jobs valla ne antha perigay akkada housing prices .. ah area nunchi koncham baytaki velthey malli antha expensive undav ...

 

back in 2008/2009 there were literally no takers for houses there , ippudu kottukuni sachipothunnaru manchi houses kosam ...

 

bubble burst aindi antey definite ga entho kontha impact untadi akkada housing prices paina ...

ade cheptunna..ippudu there is no bubble to burst.....tech companies are fairly valued in silicon valley now. If there is something called as bubble that is ready to burst, its in a place called silicon valley of India, i.e. Banglore.

India la almost every startup is overvalued at muliple times now. I am giving 2 yrs for this to burst. 

 

[donganaaK]

ade cheptunna..ippudu there is no bubble to burst.....tech companies are fairly valued in silicon valley now. If there is something called as bubble that is ready to burst, its in a place called silicon valley of India, i.e. Banglore.

India la almost every startup is overvalued at muliple times now. I am giving 2 yrs for this to burst. 

 

nenu reverse lo ankuntunna bro .... most of those startups are over valued ...

 

for example 

 

whatsapp -20bill

 

snapchat - 20bill

 

uber - 50Bill

 

Tesla - 75Bill (?) ( incase of a take over )

 

airbnb - ~30bill

 

and there are a lot to name , all these valuations sound crazy and ridiculous , the bubble will certainly burst at some point  but of course not at the 2001 scale ...

[budgetpadbhanabam]

ade cheptunna..ippudu there is no bubble to burst.....tech companies are fairly valued in silicon valley now. If there is something called as bubble that is ready to burst, its in a place called silicon valley of India, i.e. Banglore.

India la almost every startup is overvalued at muliple times now. I am giving 2 yrs for this to burst. 

bubble burst emo kani e chinky na kodukulu cash ichi, auctions petti rates penchuthunnaru..oka 2-3 chinky gallu oka team ga form ayyi manchi houses anni target chesukuntunnaru...for suppose i own a house and i will form a team with 3 more guys and quote 800k..my friend will raise the auction for 1m and anither one 1.2m..so ila papam mana desigallani bakara chesthunnaru...esp desi endhuku antunna ante ma dosth gadu monna oka bakara house konnadu..acuction lo thuppas house 580 ki 80 ki extra petti 660 ki auction lo konnadu..a illu choosthe thu ani vuncha butthi aindi

[KeyserSoze]

nenu reverse lo ankuntunna bro .... most of those startups are over valued ...

 

for example 

 

whatsapp -20bill

 

snapchat - 20bill

 

uber - 50Bill

 

Tesla - 75Bill (?) ( incase of a take over )

 

airbnb - ~30bill

 

and there are a lot to name , all these valuations sound crazy and ridiculous , the bubble will certainly burst at some point  but of course not at the 2001 scale ...

most companies you quoted were not startups when they got those valuation(whatspp/tesla). Airbnb has good monetization and long term plans.

snapchat and uber I agree but the point is they all got good tech powering these companies. Uber though overvalued has a crazy and optimal tech powering them.

whereas the companies back in india dont have the technical abilities to innovate and distrupt.

The other day I was reading an article on how it was easy to raise a series A round in India than in silicon valley.Indian companies do not have backend processes and systems to scale their operations and are still gettinmg huge valuation.

so I think this time Indian tech companies wlll burst first.

[jbourne]

most companies you quoted were not startups when they got those valuation(whatspp/tesla). Airbnb has good monetization and long term plans.

snapchat and uber I agree but the point is they all got good tech powering these companies. Uber though overvalued has a crazy and optimal tech powering them.

whereas the companies back in india dont have the technical abilities to innovate and distrupt.

The other day I was reading an article on how it was easy to raise a series A round in India than in silicon valley.Indian companies do not have backend processes and systems to scale their operations and are still gettinmg huge valuation.

so I think this time Indian tech companies wlll burst first.

 

bro where do u read all these kinda stuff I really want to read these kinda stuff but end up surfing db

 

emanna vunte konchem cheppu db ki rakunda akkade chadukunta

[donganaaK]

most companies you quoted were not startups when they got those valuation(whatspp/tesla). Airbnb has good monetization and long term plans.

snapchat and uber I agree but the point is they all got good tech powering these companies. Uber though overvalued has a crazy and optimal tech powering them.

whereas the companies back in india dont have the technical abilities to innovate and distrupt.

The other day I was reading an article on how it was easy to raise a series A round in India than in silicon valley.Indian companies do not have backend processes and systems to scale their operations and are still gettinmg huge valuation.

so I think this time Indian tech companies wlll burst first.

 

i think most of these indian startups have decent valuations man , not exorbitant and ridiculous like the startups in silicon valley .... look at this chart , they seem pretty Ok to me , considering that the number of indian ecommerce users and internet users is going to explode in the coming years 

 

 

[donganaaK]

and of all these startups , given a chance i'd blindly bet on Paytm , it'll certainly reach new heights in the indian startup space ...

[KeyserSoze]

i think most of these indian startups have decent valuations man , not exorbitant and ridiculous like the startups in silicon valley .... look at this chart , they seem pretty Ok to me , considering that the number of indian ecommerce users and internet users is going to explode in the coming years 

 

 

 

you just cant solely put a valuation on number of users and anticipation of more in future. This is precisly the point I was making that scaling will be big issue to cope with for many Indian companies. More number of users==more problems. Tjey just dont have the systems in place to cope with heavy traffic.

 

yes I would bet on paytm too. But only bcoz it has the backing of alibaba. They have the advantage of sharing and recreating the successful model that worked in China.