Charaka Janitha

[Charaka Janitha @JanithaCharaka]

@JohnHuber72 @WallStRollup 100% niche distributors who aggregate long tail of suppliers are the classical network effects business generate high ROICs with minimum investment in working capital if ran well

[Charaka Janitha @JanithaCharaka]

@DrewCohenMoney I think it's just software trade almost all of them are up today

[Charaka Janitha @JanithaCharaka]

@lahirudealwis War

[Charaka Janitha @JanithaCharaka]

@Finding_Moats Yup valid points risk of concession a real I agree

[Charaka Janitha @JanithaCharaka]

@Finding_Moats I think real pricing power is in the regulatory asset base whether AENA can have the same ROIC on the large Capex their adding while getting price hikes on IMAAJ which barely moving higher. One more wildcard Catalonia government (big part of AENA total earnings power)

[Charaka Janitha @JanithaCharaka]

@Finding_Moats Another point on merchant business is that retail don't come to the airport to make money The best case it's customer acquisition tool. Maybe over indexing on minimum rents hikes in one of the strongest tourist cycles maybe not be the strongest assumptions (I could be wrong)

[The Wall Street Journal @WSJ]

Dubai is more than a collection of skyscrapers and malls: It’s a place where people from all over the world have come to build new lives, writes WSJ's Yaroslav Trofimov. https://t.co/DgCE7SB7mU

[Charaka Janitha @JanithaCharaka]

@jclarkson203 @tangentstyle @nuancerocket @ExcessDefaults @CoorsLightCEO Thank you so much! 🙏

[Charaka Janitha @JanithaCharaka]

@jclarkson203 @tangentstyle @nuancerocket @ExcessDefaults @CoorsLightCEO Cool! That was the long term story to increase multiples of BX, as you may know carried interest get valued at 10x (flagship funds) Vs u do bit of Financial engineering Vola u now get value at 30x FRE

[Charaka Janitha @JanithaCharaka]

@jclarkson203 Its mentioned in the 10K

[Charaka Janitha @JanithaCharaka]

@DrewCohenMoney In $MCO proxy part of the management comps is linked to the rating quality however I don't know what that means (not the case with $SPGI did you encounter any qualitative insights while researching?

[Charaka Janitha @JanithaCharaka]

@webaficionado @jack Not to mention SQ should be the higher margin business structurally as they earn higher profits per customer than larger merchant companies like Adyen serves

[Charaka Janitha @JanithaCharaka]

@webaficionado @jack so my math tells me he just trim the fat along with that probably let go of some really talented employees to join more focus & efficient competitors sounds like a plan

[Charaka Janitha @JanithaCharaka]

@Speedwell_LLC @SleepwellCap @liensofnewyork 😂😂

[Charaka Janitha @JanithaCharaka]

@RealJimChanos @IndraStocks @GothamResearch I don't understand this logic if this is the case isn't the whole used car dealership sector not investable? 😅 more or less all of them have similar business model financing, other Value adds are bigger part of their profit pie demands proper comparison.

[Charaka Janitha @JanithaCharaka]

@UAEEmbColombo 🙏❤️