Roy
177 posts

Roy
@mohit22100s
Insurance and capital advisor
Washington, D.C. Katılım Kasım 2023
14 Takip Edilen11 Takipçiler

@Shibyash_17 Here we fail , ham bhenchod chutiye hai North Indians , bhencho Hindu Muslim krte hai , we failed shamelessly
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@Shibyash_17 It's not poverty it's gujarat and women here are independent so they work for themselves and don't require anyone's pitty
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@dalpats94453343 @AaravChoudharyX @Sanjay_Dixit North Indian suck mentality, that’s why North Indian not progress , up Bihar Maharashtra Rajasthan all of sick mentality person
English

@AaravChoudharyX @Sanjay_Dixit Every hindu should have Such kind of clearly of thoughts
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@AaravChoudharyX They are mentally sick educated who consume info from social media , thank if they in power they abuse apj abdul Kalam
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@sumitgargkol @R_N_Vaghani Bjp is not a nation chutiye , India is nation , tbi tum India chutiye rh gaye or garib b or tum logo ki izzat b nh outside India , or India me tum kutto ke jaise ladte ho political party ke liye
HT

@R_N_Vaghani U said u r not anti nationalist but by tweeting this u have proved the same...... I was correct......u r a core woke anti national liberal working full time against India by spreading fake narratives.......at last u came to Ur aukad
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@Curious_Com_ @ssz0007 You are not bengali so chup kr chutiye , north India ke chode bengal me apna ghand failyega
Indonesia

@ssz0007 Never
We don't want dictatorship of a person who push businesses into losses
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@Ramraajya @PoliceRajasthan Father of nation is disgraced by this @PoliceRajasthan what you are doing , is moral policing is died , ye article 21 gives write but this type of shameful disgraced
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क्या हुआ राजस्थान पुलिस @PoliceRajasthan ?
कोई एक्शन इस बदतमीज पर ?
सरकारें तो आती जाती रहेंगी आपका काम संविधान की पालना करवाना है।
हिन्दी

कमर्शियल गैस सिलेंडर के बढ़े दाम, ओमप्रकाश राजभर ने दिया विवादित बयान
कमर्शियल गैस सिलेंडर का दाम बढ़ने को लेकर यूपी सरकार में मंत्री ओमप्रकाश राजभर ने विवादित बयान दिया है. उन्होंने कहा कि कमर्शियल गैस सिलेंडर महंगा हो गया तो लोग होटल में जाना भू जाएं, होटल में वही जाते हैं जिनके पास माल होता है."
#GasPriceHike #OmPrakashRajbhar #PoliticalControversy
हिन्दी

The strong bid for WTI Jun26 futures call options expiring continued on Thursday…
- 1.9k bought 105.5$ strike
- 1k bought 115$ strike
- 2k bought 135$ strike
- 2k bought 159$ strike
GIF
JustDario 🏊♂️@DarioCpx
Yesterday the strong bid for WTI Jun26 futures call options expiring on May14 continued 🧐 - 2.1k bought at 105$ strike - 3k bought at 115$ strike
English

@AlgoBoffin What is relation between election result and valuations , why people think election result improves valuations
English

All Equity Buyers are 4th Class Chutiya
FrugalX@FrugalFortune24
@AlgoBoffin Bro Monday itself 24400 touch can come if Election results in favor.
English

@SECTOR_RES0123 Aaj down he 10% kya buy kar sakte he bhai isko ????
Indonesia


@InvestorOfJAMMU @Atulsingh_asan @grok What a stupid logic you have insane and you have that kind of followers
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@Atulsingh_asan @grok For growing 1 Kg of rice, we eat, it needed 5000 litres of water to irrigate.
But we cannot stop eating rice naa??
English

@MaheshKh64 Vo Trent 8000 ka hai uska bhaw aa jayega kya tomorrow, kuch b bc , gyan pelo , election hai shares ke bhaw thodi aayege
हिन्दी

@TheClubJunto @arabicatrader Most laughable thing Doordash i market cap is 74 billion and same eternal market cap is approx to 2.5 trillion
English

Eternal’s Guidance: Real or Investor Bait?
1. Blinkit in 3 yrs: Ebitda Margin 0.3% → 5%; Sales 4X @ 60% CAGR
2. Eternal in 3 yrs: Ebitda → 7X @ $1B
3. Amazon Now 100 cities; Flipkart 1,500 dark stores; both can run @ Zero Ebitda
4. Why the hype? For exit liquidity?
FACTS:
Selling Future Dreams
a. Deepender Goyal: Eternal's Sales will be 2X in 2 yrs; Adjusted Ebitda will increase 7X in 3 yrs to $1 billion.
b. To achieve this Ebitda of $1B (₹9,400 crores), Blinkit’s Ebitda Margin must increase from the current 0.3% to 5%. (“More confident than ever” to achieve this margin, says CEO Albinder.)
c. Sales Maturity: Blinkit says its top 8 cities have 90% pin code coverage (means, already saturated). Sales growth of 60% CAGR will come from smaller cities (where consumption is low, margins are low, local kirana shops dominate.)
d. Blinkit has no moat, no pricing power, and faces high competitive intensity. Amazon Now announced yesterday they are coming to 100 cities with 1,000 micro-fulfillment centers. UBS note said Flipkart Minutes (Walmart) plans 1,500 dark stores in 2026.
e. How will Blinkit’s Ebitda margin grow from 0.3% to 5-6% (company’s guidance) when Amazon & Walmart have the reputation and capacity to operate at zero margins till competition is finished? Both global giants are still not profitable in India after decades.
f. Zomato Q4FY26: QoQ sales growth was negative @ -0.9%. Blinkit QoQ sales growth was only 8.2%. Even if we adjust for seasonal quarterly variations, it is going to be hard to achieve the following guidance:
Blinkit: Sales @ 60% CAGR for next 12 quarters.
➡️ To achieve this kind of sales growth, not only store count must increase every quarter, but also sales per store (sales per sq. ft.) must grow every quarter.
Eternal: Ebitda in 3 yrs @ $1 billion (7X of FY26 Ebitda) by FY29. It means, absolute Ebitda must grow @ 18% CAGR and Ebitda Margin must be 5% for next 12 quarters.
➡️ To achieve Ebitda margin expansion from 0.3% to 5%, Blinkit may have to sell mobile phones, televisions, and ACs, and not just groceries.
Mgmt Guidance vs. Our Estimate
Guidance:
Zomato Sales: 20% CAGR
Blinkit Sales: 60% CAGR
Ebitda Margin: 5-6%
Timeline $1B Ebitda: 3 YRS
Our Estimate:
Zomato Sales: 15% CAGR
Blinkit Sales: 40% CAGR
Ebitda Margin: 3-4%
Timeline $1B Ebitda: 6 YRS
INTERPRETATION: In our estimate, Eternal has priced in 6 years of future growth already (current PE is 1,027). So, for the PE multiple to normalize, the stock price may remain flat for the next 6 years.
Lack of Accountability
In the U.S., shareholders routinely come together to file class action lawsuits against companies for issuing over-optimistic forward-looking guidance.
When the company misses the guidance, the Board of Directors can be investigated to determine if their guidance was deliberately misleading to trap small investors.
In India, you may have to take your complaint to SEBI. But the entire financial ecosystem in India is designed to transfer the hard-earned wealth of small investors to the pockets of promoters and large operators.
Endquote
Warren Buffett: Life and Legacy (14 Jan, 2026, Premiered on CNBC)
Host: What do you think is stupid in business these days?
Buffett: I’ll give you an example. I think it’s very stupid for CEOs to emphasize during investor calls: “Here’s what we are going to do.”
Believe me, I've been on 20 corporate boards aside from Berkshire. I’ve seen a lot of that behaviour by CEOs. They do not realize the impact on millions of people when they play with numbers.
@arabicatrader
English

@JayneshKasliwal Try in dabba trading , when he loses in trading platform amount deducted from his acccount it not affect him , but when he trade in dabba , and loses money he have to give him cash ,Jb rokdi jati hui dikhegi uski gand fat jayegi ,this tested approach, people more attach to paper
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