Investologic

Reading and sharing investment-related ideas and insights. | PS - Nothing here is a recommendation.

[Investologic @1nvestologic]

@InvestRepeat Spot on. IndiGo’s dominance means passengers face chaos, high fares, and fewer choices. Innovation stalls, startups struggle, and workers pay the price. My take: https://t.co/WLyYmxLc2i

[Investologic @1nvestologic]

@rohaninvestor Spot on. IndiGo’s dominance means passengers face chaos, high fares, and fewer choices. Innovation stalls, startups struggle, and workers pay the price. My take: https://t.co/WLyYmxLc2i

[Investologic @1nvestologic]

When safety rules changed, IndiGo’s high-utilisation model collapsed, stranding thousands. The crisis shows why resilience matters as much as growth in aviation. Key lessons for airlines, regulators & travellers: link to detailed blog - https://t.co/WLyYmxLc2i

[Investologic @1nvestologic]

IndiGo’s December meltdown wasn’t just about flight cancellations—it exposed deep flaws in airline planning, regulation, and India’s aviation duopoly. Here’s what really went wrong and what we can learn (1/2) #IndiGo #Aviation #India

[Investologic @1nvestologic]

@soicfinance I believe one should experience both. Former initially and the latter forever.

[Investologic @1nvestologic]

@MeetshahV So true!

[Investologic @1nvestologic]

@heymaxkoh #thread @SaveToNotion

[Investologic @1nvestologic]

@rachana_ranade Financial freedom -
No EMI
Passive income (multiple sources)
You do what you love.

[Investologic @1nvestologic]

@anandmahindra Good opportunity in the market.
But cars need good roads to run. Metros are crowded. Other towns can be a good target.

[Investologic @1nvestologic]

@InvestmentBook1 @chriswmayer @WilliamGreen72 @dmuthuk @MohnishPabrai @BillAckman @Raamdeo @SamitVartak @paragparikh @Gautam__Baid @B3_MillerValue @SaveToNotion #thread

[Investologic @1nvestologic]

@SahilBloom @SaveToNotion #Thread

[Muthukrishnan Dhandapani @dmuthuk]

Credit card is useful only for those who don’t need credit. For all others, it is the most expensive form of borrowing.

[Investologic @1nvestologic]

@dmuthuk Especially in the US.
Not sure what the Indian number looks like for Finance guys.

[Investologic @1nvestologic]

@MeetshahV Billions.

[Intrinsic Compounding @soicfinance]

Key Global Players in QSR market and the number of restaurants they own:-

Yum brands=Pizza Hut, Kfc and Taco Bell

[Investologic @1nvestologic]

@kushkatakia @MeetshahV @aditya_kondawar Simple business strategy and yet effective.

[Investologic @1nvestologic]

@InvestmentBook1 @chriswmayer @williamgreen72 @dmuthuk @MohnishPabrai @BillAckman @Raamdeo @SamitVartak @paragparikh @Gautam__Baid @B3_MillerValue @NotionAddon

[Investologic @1nvestologic]

@BrianFeroldi @NotionAddon

[Brian Feroldi @BrianFeroldi]

How to analyze a:

▪️Balance Sheet
▪️Income Statement
▪️Cash Flow Statement

In less than 5 minutes:

[Investologic @1nvestologic]

@Vivek_Investor People like to know what to do and they refrain from knowing what not to do. That's why most fail in risk management.