Small Bull

@faltooinvestor PEG ❌ Service Experience / PE or Service Experience / EV - EBITDA✔️

Visited two hospitals in Noida yesterday: Yatharth (EV/EBITDA 25) Max (EV/EBITDA 45) As an investor in Yatharth, I came out of the hospital initially feeling slightly disappointed with the overall experience right from billing till the doctor visit. Then I visited Max. Ironically, I came out feeling much better about my investment (in Yatharth). 😅 The service experience there (at Max), especially at the staff level, didn’t feel any better despite Max enjoying a much richer valuation and being among the leading hospital brands in NCR. It reinforced one important investing insight for me.. India’s hospital sector is structurally undersupplied relative to demand. When demand massively exceeds supply: - occupancy stays strong, expansion opportunities stay large - and consumers often (have to) compromise on experience simply for availability That doesn’t mean quality doesn’t matter in the long run.. It absolutely does. But it does explain why even average operational standards can still support strong business economics in this sector. Unhappy consumer. Happy investor. #yatharth

@srisiv1 @getoffmadickson You are right @srisiv1 sir. 2027 PAT is expected to almost hit $225 bn. Bigger question though, is this even remotely sustainable ? Likely not.

@getoffmadickson No .. it is the Profit .. these r JP Morgan Numbers .. see Net Income Line

bhai pure saal ka revenue hai Samsung ka $250 billion

@arunvenk Brilliant turnaround 🙌

8.56 -> 856 Quite a journey

@dale_vaz "I'll be honest, I almost didn't post about this." But then I went ahead and "boosted" it to get more engagement. Got it 👍

We just closed our Series B. $33M at $200M valuation. 3.3x step-up from Series A. I'll be honest, I almost didn't post about this. Valuation is the easiest number in a startup to celebrate. It's also the least real. It's just a number that our investors and us agreed on in a room. That's it. The numbers we actually celebrate are different ones: → 4 lakh demat accounts. Each customer acquired by our marketing teams, with honest messaging and sharp targeting. → 96% of orders executed under 10ms. Each millisecond fought for by our engineers who care deeply about slippage and losses. → 40+ product releases in 1 year. Each one shipped by a super lean product and tech team that is innovating at AI native speed. → 130 million trades processed since launch. Each one processed flawlessly by our dedicated Operations team, every single day → 90% CSAT positive rating. Each customer interaction carefully resolved with genuine care by our Customer Delight team These numbers don't come from capital. They come from the team. This Series B funding isn't a finish line. It's just rocketfuel for the team that built and operates this thing. And so, I raise a toast to the Team at @Sahi_HQ . Thank you for everything you bring to work every single day, and the impact you create. Onwards and upwards.

@yatinmota How is this "much below expectations" when revenue and EBITDA are both roughly in line vs. consensus estimates?

Maruti Results Much Below Expectations Weak Margins and Lower Other income Rising crude also negative for Autos

@soumeet_sarkar The longer there is a shortage of sorts, greater the rush to buy existing stock of jewellery as well as upcoming lots. Gold jewellery demand in India is never destroyed, just deferred and usually back in greater force than earlier after such events.

Kalyan Jewellers and Titan IN Focus - Seems Big Negative Indian banks have halted gold and silver import orders from overseas suppliers, with tons of the metals stuck at customs as a formal government order has not been issued authorising bullion imports, trade sources told Reuters. #Titan #Kalyan

@PratapMumbai Sir, we are in India. Until there is a sufficient deterrent (monetary fine) people will break traffic rules for the slightest detour / inconvenience. Better to ride carefully assuming vehicles will be coming from both sides on that particular road.

@aparanjape @PuneCityTraffic @CPPuneCity Between 6 am n7 am, dump trucks, water tankers, 4, 3, n 2 wheelers coming from Abhimanashree Rd go the wrong way on Baner Rd to go to Univ Rd. Why this resistance to going the correct way ntaking a U at National Society? How much time n fuel saved?

A month since the Baner ramp of the university flyover opened - the side and access roads on both sides on Baner Road continue to be a big mess. When will they be completed? Also - lighting continues to be an issue. Multiple lights on the new flyover, Baner Road, Ganeshkhind Road not working. cc @PMCPune @navalmh @SidShirole @MDNagpure

@equitycaller With you on this. Except its high was near 4450, not 5300. But I do think 5300 in on the cards by next year, if not this 😀

#Larsen is the big beneficiary of this temp peace in the gulf. Once there is more stability, it will be have the largest projects in the re build. It helps that the stock had recoiled to 3300 from 5300.. before the ceasefire.

@kashyap286 Wow. Prophetic 🫡

Soon, the EU will beg for Russian energy. As will India.

@chandrarsrikant Cringe pro max: "At the same time, for those who lose money, we want to give them the capabilities of having a Goldman Sachs, Morgan Stanley, or JP Morgan analyst at their fingertips, monitoring their portfolio 24/7 and telling them what to do." 🫡

🚨🚨Dream Sports to enter stockbroking with Dream Street, take on Groww, Zerodha "The problem today is that 90 percent of the market loses money, and nobody is helping them in a deep and personalized way. We see everyone focusing on the 10 percent of the people that make money and stay on the platform," Harsh Jain told Moneycontrol ((As an aside there are going to be two Harsh Jains in broking now-- Groww and Dream 11)) moneycontrol.com/news/business/…

@lisaabramowicz1 Same Larry Fink who completely reversed his views outright on crypto, ESG, etc. Sure, we should be very worried.

BlackRock's Larry Fink: If Iran remains a threat after the bombing stops, there could be "years of above $100, closer to $150 oil, which has profound implications in the economy" and an outcome of "a probably stark and steep recession." (1/2) bbc.com/news/articles/…

@Iamsamirarora @Iamsamirarora your approach to mkts and your funds are a breath of fresh air. Keep at it 👌🏻 As for the other person, the "berozgaar" part is clear now 😅

@kaul_vivek I am feeling more sad that what have u become.

Ouch... Dard hua lagta hai Arora saab ko... Packing for chana is a good reuse. Environmentally friendly. Sadly, aapne jo paisa dubaya logon ka can't be reused...

@Iamsamirarora Genuine feedback. I have been following this handle for a while now. Impossible to differentiate the market-moving type info from the noise.

Wow. Good gossip or real??

@equitycaller Tomorrow and Friday aren't market holidays. 26th and 31st only.

@TheKenWeb @nonutnuha They're being too conservative aiming to just be the "digital Unilever". Should aim to be a digital Inditex with the margins of a Unilever. Cant wit for this IPO !

But that wasn’t the idea when Mensa launched in 2021. 🧵⤴️ Read today's story by @nonutnuha the-ken.com/story/itll-be-…

Brnd.me’s (formerly Mensa Brands) founder and chief executive, Ananth Narayanan, often repeats a line in interviews. “We want to become a digital-first Unilever.” Like muscle memory, he said it again minutes into a call with The Ken. 🧵⤵️

@sonalbhutra Then about time we rid ourselves of such "luxuries", especially where such basic necessities like cooking are concerned.

@ashwinsanghi this would increase consumption of coal. We are trying to reduce that.

Genuine (possibly ignorant) question: why is India not pushing electric induction stoves (ones suitably adapted for desi cooking) instead of LPG, at least in urban areas?

@amolrg4 @sjoshi @PuneCityTraffic @timesofindia @CMOMaharashtra @PuneCityPolice Abhimanshree road is jammed from 9.00 to 11.30 morning and 5.30 to 8.00 evening since this "two way" began yesterday. The old system was much better. *No point starting the two way till the Pashan side ramp to University is opened*. No one benefits in the current setup.

One of the worst planning again in @PuneCityTraffic the new bridge is open in University , but rather than saving time increased by 1 hr just to cross Abhimanshree to Baner road turn, Pls close the bridge , back to old traffic plan @timesofindia @CMOMaharashtra @PuneCityPolice

@aparanjape @PuneCityTraffic @OfficialPMRDA @PMCPune @SidShirole 2 Wheelers are openly riding on the footpath making it very risky for local residents to even step out. After 4.5 years of one way, what was the urgent need to begin this "two way" when Pashan side ramp at University is still under construction?

Big traffic jam on Baner Road (backed up from university intersection). Hope @PuneCityTraffic are making adjustments for the new traffic pattern with the opening of the Baner ramp of the flyover. cc @OfficialPMRDA @PMCPune @SidShirole

@aparanjape @PuneCityTraffic @OfficialPMRDA @PMCPune @SidShirole Abhimanshree road is jammed from 9.00 to 11.30 morning and 5.30 to 8.00 evening since this "two way" began yesterday. The old system was much better. No point starting the two way till the Pashan side ramp to University is opened. No one benefits in the current setup.

@sjoshi @sujeetsanzgiri @aparanjape @PuneCityTraffic Current state of Abhimanshree road. Easier to open the other side for one way traffic and let those wanting to come on Pashan road go via Chavan Nagar as they were for the last 4 years. Current arrangement benefits absolutely no one @PuneCityTraffic @PuneCityPolice

@sujeetsanzgiri @aparanjape @PuneCityTraffic It may be worth trying - let Pashan road traffic towards University travel straight to University signal to cross the junction, rather than looping via Abhimanshree, Sind Colony intersection. At peak hours there is no use of the new Baner Road ramp of the bridge to save any time

Double-decked flyover near SPPU inaugurated: Two-way traffic to be restored from Monday on 3 roads (Baner Road, Pashan Road, Abhimanshree) indianexpress.com/article/cities… #Pune @PuneCityTraffic