Kaushik Khandelwal

@_PVRCinemas I think it's high time u open atleast one 70mm imax or a true 1.43:1 digital imax with stadium seating in Mumbai, there is a huge audience waiting to pay for it.

@kapilansh_twt They gonna remove upload, only click photo feature. Issue resolved.

Someone ordered eggs on Instamart and only one came cracked. Instead of just reporting it, they opened Gemini Nano and literally typed: “apply more cracks.” In a few seconds, AI turned that tray into 20+ cracked eggs — flawless, realistic, impossible to distinguish. Support took one look at the “proof”… processed a full refund… and moved on. Just pause and think about that. Our refund systems were built for a world where photos were trustworthy. But now they’re up against 2025-level AI — and they’re getting absolutely destroyed. If even 1% of people start doing this, quick-commerce unit economics won’t just suffer — they’ll implode. AI isn’t the villain here. The real problem is verification systems stuck in the past. Welcome to the era of AI vs AI.

@law_ninja @grok what percentage of court cases in india are of land ownership?

Many years back, I thought I will buy some land in a village and make an animal shelter Someone offered to sell me 1 acre of land for about 10 lakhs I asked for legal docs to do due diligence Turns out the entire village has no legal papers, only there is a record with local munshi/land record officer, no registered deeds or partition deeds although partition has happened through many generations - this is how it works there. So i backed out - can’t take such risks. Fully expect someone to turn up after paying money to claim rights. Recently a friend leased a land for 20 years in UP to build a yog shala. As soon as he started building, people turn up and claim ownership. His work stopped. Money taken on loan from bank down the drain. This is a huge roadblock to entrepreneurship in India. There is hardly any clear land with no disputes. Moreover, after you invest someone turns up from somewhere to stop your work. Simply making title and ownership clean and undisputable will unlock massive wealth and value to our economy.

Writing in public: "Blinkit to cross dmart revenue in 4 quaters and match the profit in next 4" #Blinkit #Zomato

@NalinisKitchen I have been buying power glasses for 15yrs now, only lenskart gives exact same power in diferent glasses. Local shops used to say 2-3 sahi ho jaiga,So i quit buying from them. Phele din se sahi hona chahiye.

This shark Peyush Bansal started an online glasses store called Lenskart and kept saying it’s a great new idea… “no one sells glasses online” and all that. But people did not like buying power glasses online. So Lenskart opened shops in the market just like every other eyewear shop. And the prices? Too high. You can get similar frames and lenses from local shops for much less. In Surat, go to Pratik Arcade near Chowk Bazaar, you will get good customised glasses in 10 minutes for almost half the price. Every city has similar manufacturers.

@BeingPractical @_groww why dont u have this feature.

Snapshot of Passive Income from Renting of Stocks. - yes it may look small money to folks, but this is good enough to cover my bills for next 3 months - I rarely sell stocks, so this actually additional income over returns. - all opportunities were found in last 10 days - just illustration on how rental works via SLBM since this is a new concept, no reccos to buy, sell or rent. In private beta, coming soon to all users on @DhanHQ, starting next week!

@AnshulGarg1986 @Ravisutanjani @grok whats your opinion on this thread between kaushik and anshul

@AnshulGarg1986 @Ravisutanjani Im telling u market is not reading the entire shareholder letter, they just reading the headlines. All (means all) the ratings companies arent crazy to raise the target price.

🚨 Zomato Acquired Blinkit For ₹4500 Cr in 2022 Now Blinkit Posted ₹9891 Cr Revenue in Q2-FY26 That's 4X of Zomato's Food Delivery Business One of The Most Successful Acquisitions Ever

@AnshulGarg1986 @Ravisutanjani Also RK damani himself picked a stake in zomato at 320 rs. I think he being a value investor buying here says alot about how market hasnt prices zomato right.

@AnshulGarg1986 @Ravisutanjani Marwadi investor usually think how much time it takes to get x money back if u open a dmart store it 4-5 yrs if u open a blinkit store it takes 18 months. Blinkit is still more capital efficient than DMART. Doesn't matter where the money came from till its debt free.

@AnshulGarg1986 @Ravisutanjani Ok then judge the company like D-mart, d-mart does ~15k cr per quater and it took 20yrs to reach here and operates at 6% pat and grows ~7% add 3-4 store per qt. Blinkit does ~13k cr and it took 3yrs and operates at -2% and add 100 store per qt and grows at 40%. Pick ur posion.

What is amortisation? First understand that. It is cash you have incurred some years back for which is expensed now. You mean to say since it is amortisation so it is not an expense? Interest if incurred is not an expense? Deprecation which incurred is not an expense? These companies are tech companies, thats why such high amortisation. Because they are investing heavily in infra and they are not a full fledged tech company anymore. They are becoming D Mart That's why they should have a valuation slightly higher than of D-mart just because they are having an appm The cash balance they are having is all from Funding. What about their losses of 15 years which are set off by funding? ROI what is the ROI? It means I will invest 1000 crs and then get a Ebidta of 60 crs. Bhai better to put it in FD. Even that will give you 7 percent. Problems are that none of these startups are like Apple, Meta, Google, etc Who have leverage of data. What advantage they having as tech company of the data they have gathered? Food delivery slowing down? Hyperpure is pure B2B where data leverage will not work District is still a very small market and all hype is gone Only left is QC. Which is becoming D-Mart with an app.

@AnshulGarg1986 @Ravisutanjani U should measure the company by its PE but understand PE comes ESP and that comes from profit and that comes ebidta. Companies with high amortization, u should look at cash balance to judge cash burn/profit. Replace PAT with ebidta in EPS u will have ur answers.

@kaushkey @Ravisutanjani Zomato is undervalued at P/E of 1100 😂😂😂😂. Now somebody will say we can't measure these companies like traditional companies whereas worldwide even the biggest tech companies use this metric. Such a hype they have created. All QC companies are stuck in a vicious loop now.

@AnshulGarg1986 @Ravisutanjani Dukan se maal tho 100 rs ka bik raha tha books me nahi tha, we were undervaluing earlier. Eternal is doing category creation in stock market to teach investors to read more than headlines. Zomato is undervalued currently.

9891 crs is because of the change in inventory model. Earlier they used to account only commissions like Zomato do. From Now Blinkit will recognise the full value of goods. It is an accounting thing and there is no comparison. We can't take 4x. Example- Earlier Blinkit used to sell goods for Rs. 100 and recognise commission of example 20%. So revenue was Rs. 20. They did not hold inventory. They were not showing any purchase. No they will recognise the whole Rs.100 as revenue and also show the purchase amount of the goods and hold inventory.

@parikhhhhh @aviralbhat That means they were selling that much before, just was marked as GOV, dukan me kitna maal bik raha usse matlab h, balance sheet me ab dik raha h

@aviralbhat 10,000 Cr is on account of shift to Inventory model

Blinkit Revenue in Cr: FY22: 236 FY23: 724 FY24: 1,064 FY25: 5,206 FY26: 10,000+ (annualized) Zomato's stock price fell by 4,500 Cr when it acquired Blinkit for 4,500 Cr in FY22 Grown 50x in revenue from then in 4 years, probably worth 1L Cr now Incredible acquisition

@choudhary0898 Zomato will trade for 1000 rs in 10 quaters with a PE of 300-400

Verdict: HIGH-RISK GROWTH PLAY ⚡ Fundamentals: Fortress balance sheet, negative FCF, 2.66% ROCE
 Valuation: Priced for PERFECTION (1,144 P/E)
 Trajectory: Q2 results TODAY will decide next move Key Metric to Track: Operating Profit Margin (need 5%+ sustainably) 🔥 Q2 results at 5 PM today.

Eternal Ltd just reported ₹20,243 Cr revenue (+67% YoY) in FY25. #Eternal #Zomato #Blinkit But profit CRASHED 90% in Q1 FY26 despite revenue jumping 70%. Most investors are confused. Here’s the fundamental analysis revealing the REAL story 🧵

@OlaElectric the service center near my house has not opened since past 1 week, my scooter is sitting there. I have an open ticket for past 20 days. Your new policy of 1 days repair isnt working.

@mohit_X_tiwari @theliverdoc Medicine that requires u to belive in it to work is not medicine.

Ayurveda colleges teach students 5.5 years, the so-called Ayurvedic medicine and surgery (BAMS) only for them to make reels showing treatment of a terrible disease like avascular necrosis (AVN) of the hip by burning the skin of patients using sharp hot rods, while making the other patients sit around and chant religious verses and then making them applaud to this nonsense. Still want to call these people "Doctors?" One must be really mental to support this. Source: instagram.com/reel/DHgiXv_TZ…

@Starboy2079 Could u do a compare between the last version and this version. Cause we have a bais against indian education but i remember most of this was there maybe alittle less maybe when i was in those class.

New Social Science Books by NCERT (Thread) The new Social Science books for Classes 6 to 8 are truly a delight. The Class 8 book is still not available on their site, but I have read Class 6 and 7 books and really loved them. Here are some key takeaways Read and enjoy! 1/18

@_groww add a cmmt section under each stock which expires everyday at 3.30 pm and starts blank next day. The amount and quality of info exchange will happen is unfanthomable.