@vijaythirumalai Why not just back an existing local player like Blissclub? India needs to build its own brands especially for things (yoga) invented in India
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Shiva Datwani
434 posts
Shiva Datwani
@DatwaniShiva
Foreign Affairs Observer | History Nerd | Public Equities | Padel Aficionado | Alumnus of Columbia University & London Business School
Mumbai, India Katılım Şubat 2020
1.2K Takip Edilen71 Takipçiler
Here is an opportunity to build a $3-$5B DTC brand for India
$LULU is trading at 11X PE (bunch of competition, bad leadership etc)
If you could negotiate an India franchisee for say $250mn ( current India revenues = 0 for $LULU), u can do unlimited brand extensions and sell the shit out of LULU and IPO in India
Page Industries is trading at 55-60X PE, so ur able to generate $60mn PAT , you could buy the franchisee for $250mn $ 250 mn for building brand ( total capex of $500 mn - you could 10X in 5 years)
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@maahirpanchal Any listed companies that are doing a particularly good job? From your personal experience
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Foundry is the GOAT of industries this decade.
People think it's Machining.
Nope.
RAW HOT METAL FLOWWWW
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@VishalBhargava5 BMC is the gordian knot that will always hold Mumbai back... we need municipal reform in India
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I hope the CEO of Singapore Airlines doesn't see the signage for the Road-work being done opposite Tata's Headquarters.
It will probably say: 250 meters concretization to be done in 250 days.
He will think Indian cities are still in the 1800's.
Press Trust of India@PTI_News
VIDEO | Mumbai: Goh Choon Phong, CEO of Singapore Airlines, arrives at Bombay House, the head office of the Tata Group. (Full video available on PTI Videos - ptivideos.com)
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@Value2WealthIND The promoter being in politics (at any point) is highly relevant because Pace Digitek's main clients are government-backed entities.
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I am pretty much confidant about pace digitek business even though there will some challenges . I am confident of business but there some negatives as well like high receivable , related party transactions above comfort , management salary issue , political exposure etc . He was just one time MLA and was not able to get even ticket next time . This stock will not be for weak heart investors . They can exit on current price of 170 if worried . I will watch and hold for at least 3-4 years .
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@9onecapital They did the same during the conflict in June... they do what their master wants them to do.
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Who would have thought that Pak will be playing for peaceful talks
Shehbaz Sharif@CMShehbaz
Held a detailed telephone conversation with my brother President Masoud Pezeshkian of Iran earlier today, lasting over one hour. I reiterated Pakistan’s strong condemnation of the continued Israeli attacks on Iran, including recent strikes on civilian infrastructure, and conveyed Pakistan’s solidarity with the brave people of Iran. Expressed, once again, my condolences on the tragic loss of precious lives and prayed for the swift recovery of the injured and displaced. Also thanked him for his appreciation of Pakistan’s sincere efforts to advance peace and facilitate dialogue in the region. I apprised him of Pakistan’s ongoing diplomatic outreach - engaging the United States and brotherly Gulf and Islamic countries - to facilitate dialogue and de-escalation. @drpezeshkian
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@9onecapital If you weren't fully deployed, what would you be doubling down on?
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Crazy difficult time these last few weeks especially for people like me who have been fully deployed.
At the same time, can't find any better time to stay 100% invested.
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Both deep-dives are almost ready..
Should I drop the writeup on Arman Financials or Aeroflex Industries first?
Leaning one way because :
• One is a high-growth MFI cycle play
• The other is a niche manufacturing story with export potential
What do you want first — lending story or industrial play? Vote below 👇
#Aeroflex #Microfinanace #Armanfinancials
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@abhymurarka How are earnings suppressed?? PAT has surged YOY 9M
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When entire Fintwit is fascinated with Parag Milk, the business quality of Hatsun is slowly starting to show.
Abhishek Murarka 💹🐂@abhymurarka
The fear that India might open some form of access to Dairy to the US was bearing down on Hatsun Agro stock. Now with final terms indicating dairy is untouched, I expect the stock to decompress - my notes below: Disc: Biased and invested.
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This is very impressive. The UAE has effectively developed its own Iron Dome, and it has now been tested under real-world conditions.
The first truly modern Arab state - and the strongest hope for the Arab world to secure a meaningful seat in the 21st-century world order.
The National@TheNationalNews
The UAE has intercepted 541 drones, 165 ballistic missiles and 2 cruise missiles as of Sunday, March 1, after attacks started across Gulf countries on Saturday. The UAE's Terminal High Altitude Area Defence (Thaad) system is one of the most advanced in the world, with its ‘hit-to-kill’ ability in which an interceptor flying at Mach 8 (9,900kph) can hit an attacking weapon head on.
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@DeccanChronicle This is very clearly Kuwait, based on the flag that is in the video.
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@virsanghvi @IrishHouseKol Are you on a deep-fried only diet?
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Always astonished by how people who have paid so much for premium air tickets fight for shared sofas at overcrowded lounges & don’t spend a little more to relax in a restaurant
I used @IrishHouseKol at Cal airport & the food & service were exemplary.Thank you Jayanta & team
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@EquityValueIn The Aerospace sector is all the rage right now and they did warn that Q3 would be poor due to tariffs, let's see what happens tomorrow
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Unimech Aerospace , poor numbers just as expected in the below view , finally valuations might rationalize to where I like , but as usual wait and watch continues, for my view , read the below post have written in detail why we have avoided Unimech so far !
disc:no positions
ValueEquity@EquityValueIn
On Unimech Aerospace, Do I like the company and business model - Yes , seems to be very uniquely positioned for the future , strong capex and hour utilizations and highly niche business with Top OEM's , very difficult business to get into Do I own the stock - No , I think valuations are little high and a slow Q2 may give some better entry points , some disappointment may help better entry valuations Value quest owns the stock at an average of 681 rupees from Jul-24 in Pre IPO rounds , they bought additional 5 lakh shares on listing date at 1388 on the name of Value Quest Faster cap fund ,which is different from the scaler fund Now my action plan is to wait it out , lets see how q2 numbers come up and what the management tone for the nuclear orders that have come up and what is the execution pipeline with newer capacity , but I will watch the stock very closely going forward in earnings season to see how the company is delivering on numbers and commentary
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@tapydoshi Given the indian civil aviation is growing at 10-12%, backlog in aircraft deliveries, and lack of scale from other airlines other than AI, Indigo may just continue to dominate
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IndiGo’s biggest problem today is not competition alone.
It is rising scrutiny, higher costs and policy intent to encourage more players.
This does not kill the business.
But it caps easy growth and margins.
#Indigo
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Ideaforge , weak operational metrics , but orderbook at life time highs post the recent orders , they will execute alot of that in the next year , now all depends on how incremental orderbook shapes up to be and how the new EP-6 cycle has its procurement schedules
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India's largest listed glass packaging company AGI Greenpac is now trading at 12.5 PE, mere 10x of cash flows. Any takers for it?
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@Rahul_J_Mathur If you were a shareholder of Urban Company, would you be worried?
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First, the concept of “salon at home” is nothing new:
Even before the organized sector picked up in 2020 - in the unorganized sector, there was sufficient “leakage” from salon businesses like VLCC.
e.g. my mom would visit the local VLCC in 2010 - but the same beautician has been visiting (outside her working hours) for my grandmother at home.
Urban Company launched its Salon & Spa vertical as early as 2015 - it remains one of their highest margin services - UC doesn’t provide the exact revenue breakdown from this vertical in their filings.
If you saw Shark Tank Season 3 (Feb ‘24) - then you might remember Yes Madam which got a ₹1.5 crore offer from the Sharks.
Yes Madam grew VERY fast after Shark Tank - FY 25 revenue of ~₹95 crore is almost 3.5x the FY23 revenue of ₹28 crore.
Which brings us to:
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You can now get beauty, salon & spa services at your doorstep in under 30 minutes:
Dazzl just announced a $3M round from Stellaris Ventures to begin operations in HSR, Kormangala & other parts of BLR
The Quick India Movement started with grocery delivery in 2020 and it is now omni-present across medicines (2023), fashion & BPC (2024), food delivery (2024) & home services (2025)
In 2026, the “Quick Salon” wars will begin ⤵️
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Shiva Datwani retweetledi
@Jatin_Khemani Does just dial fall into this category? Cash is almost reaching market cap
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Cash on books 125
Market cap 100
Easy to fall for the 'net cash' narrative, but the true value of this surplus cash would depend on capital allocation - whether the cash is going to get:
1). paid out as dividend/buyback,
2). reinvested to grow core business, or
3). used for seeding entirely new businesses.
It's straightforward to value 1st,
complex to value the 2nd, and
totally speculative to value the 3rd (warranting a very large discount).
Hoping in 2026, we fall less for narratives and start questioning more and apply first principles thinking.
Wishing everyone a Happy New Year..!
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@VishalBhargava5 Municipal reform is the absolute need of the hour
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Length of Road: 150 meters
Time to fix: 243 days
Length of Road: 80 meters
Time to fix: 171 days
In all services - India moving to do things faster, cheaper and better quality. In municipal services - we move to do things slower, more expensive and worse quality.
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