Nihar Mehta

Happy to discuss anything relating to startups, capital markets, international affairs and cricket.

[Nihar Mehta @NiharMehta10]

@tushar9590 The divergence in terms of AOV also needs to be factored in. Zepto lags significantly behind on AOV in comparison to Blinkit and Instamart.

[Manish Singh @refsrc]

BigBasket at Goldman Sachs conference:

1. QC industry is acquiring 5m new users a month.
2. Average customer uses 3 apps.
3. Top cohort of customers transacts 30 times per month.
4. Economics of QC challenging as scale "does not drive meaningful cost benefits beyond a point"

[Nihar Mehta @NiharMehta10]

To the perennial question one gets asked often : Market kaisa lag raha hai?

Me: Zor Se…

[Nihar Mehta @NiharMehta10]

Buffett’s farewell letter just shows why he isn’t only the greatest investor of our time, but also one of its finest philosophers.

[Bill Ackman @BillAckman]

What are the chances that @deepseek_ai’s hedge fund affiliate made a fortune yesterday with short-dated puts on @nvidia, power companies, etc.? A fortune could have been made.

[Nihar Mehta @NiharMehta10]

😂😂😂

[Nihar Mehta @NiharMehta10]

The competition is now clearly visible for the quick commerce players. #zomatoresults

[Nihar Mehta @NiharMehta10]

With Nifty delivering ~9% returns this year, the stage is set for 2025! What do you think is in store? Bullish, bearish, or a wild ride ahead? 😅📈 #Nifty2025 #StockMarket"

[JJ @JosephJacks_]

2 years after @Uber entered India in 2013, they were doing 65K~ rides per week and losing > $1M a day. Hugely unprofitable.

2 years ago, @NammaYatri launched: Now blowing past 1 million + rides per week and very profitable. Instant payouts and 100% of fare paid to drivers with a subscription business model. Fully open source platform. Now scaling globally. Your margin is open source opportunity.

[Nihar Mehta @NiharMehta10]

The peak of human optimism is most evident during bull markets. I suddenly feel old when 20-somethings tell me 15%+ annual returns aren't impressive—and that I'm missing out by avoiding the F&O game...😂😅

[Jon Erlichman @JonErlichman]

A headline from 24 years ago.

[Anuj Singhal अनुज सिंघल @_anujsinghal]

The only way we can lose this World Cup is with Sanjay Manjrekar’s panuati commentary.

If this tweet gets 50000 RTs I will go and sit outside BCCI office to demand his ouster from commentary team.

😂😂😂😂

Just for fun

#CWC2023 #INDvsPAK

[Nihar Mehta @NiharMehta10]

My @peakbengaluru moment: An auto driver approached me on his own asking whether I needed a ride 🤯🤯

[The Kobeissi Letter @KobeissiLetter]

Here's a topic that needs much more attention:

Nearly one-third of all outstanding US debt is set to mature over the next 12 months.

52% is set to mature over the next 36 months, meaning this debt needs to be refinanced.

However, since this debt was last financed, debt service costs have doubled from 1.5% to 3.0%.

This means that maintain this debt is now 2x as expensive and it will soon be 3x as expense as rates rise.

Headlines of US interest expense hitting $1 trillion will be gone soon.

$2 trillion in annual interest expense is coming quickly.

[Chalo @chaloapp]

Thank you to the super heroes of BEST, who keep our buses running and Mumbai moving, come rain or shine!

#Chalo #ChaloApp #BESTBus #BEST #Superheroes #Mumbai

[Nihar Mehta @NiharMehta10]

@carlosalcaraz you beauty ❤️❤️!! Tennis has found its new king 👑

[Inc42 @Inc42]

🌟 Exploring The New Trend 🌟

India’s Rising Domestic Capital That’s Fueling The Next Wave Of Venture Capital 🚀

Even though 90% of the capital invested in Indian startups is foreign capital, the trend is changing.

A thread🧵: (1/5)

[Manish Kheterpal @mkheterpal]

Thanks Anmol.

Happens all the time at Seed, just need the light bulb moment which happens often..can only speak for myself.

[WaterBridgeVentures @WBridgeVentures]

Super excited to have @JavaCapital on board once again as a partner to the fourth edition of #FastForward!!

Applications are now OPEN!
Apply here: https://t.co/1du1yljT5f

[WaterBridgeVentures @WBridgeVentures]

🚨 One day to go 🚨

To have your questions about the Fast Forward program answered, we are hosting a live webinar conducted by Nilesh Balakrishnan from our team.

🗓 Date: 6 June 2023 | 5:00 p.m to 6:00 p.m.

Register here: https://t.co/bYHH3f8k9D