Cents & Sense

Cash-flow assets | MBA, CFA | Ex-World Bank | Market nerd | Geo-econ junkie | Part-time educator | Dry wit

[Cents & Sense @Sense3Cents]

@GabbbarSingh The only alternate hires available would be the Gen Z from the protest site 😭

[Mahesh Jethmalani @JethmalaniM]

It’s all about the Foreign Contribution (Regulation) Act (FCRA) bill. Too many foreign countries and their nefarious designs in India will come to a screeching halt.

[Cents & Sense @Sense3Cents]

@SandeepMall Your elbows need to be a bit more tucked in 🙂

[Cents & Sense @Sense3Cents]

@krishnabgowda Please help with the traffic on doddakaneli road / kadubeesanahalli. Cabs / mini trucks / water tankers all parked on both sides of the road. Now there are food trucks and stalls. No place to drive or walk. A 2 km journey takes 45 mins.

[Cents & Sense @Sense3Cents]

@worshipVK Maybe diet and fitness play a key role as well?

[Cents & Sense @Sense3Cents]

@ShivrattanDhil1 Not to mention that the acting is so cringe

[Cents & Sense @Sense3Cents]

@RakeshSFNYC @pitdesi Nice AI

[Cents & Sense @Sense3Cents]

@stonksqween Soo you think private equity is baking the brownies?

[Cents & Sense @Sense3Cents]

@_LifesStudent @aakancvedi PE funds themselves don’t operate the schools. They hire experienced operators / employees to run the schools, typically the principal / trachers / staff of the schools they acquire

[Cents & Sense @Sense3Cents]

@Wimbledon The one and only!

[Cents & Sense @Sense3Cents]

@itsankitakar Is there a specific 20 year old who has done it? Increasingly, I feel AI reality is not matching up to its hype

[Cents & Sense @Sense3Cents]

@TrustScore_1 What about the new GCCs opening now? Why not talk about those numbers as well? Why present a biased one-sided view?

[Cents & Sense @Sense3Cents]

@hvgoenka Very true. It takes some time to get used to manage the storm in the brain, but it has helped me in all aspects of life - the biggest benefit being building patience and becoming less rash and reactive

[Cents & Sense @Sense3Cents]

@datta_arvind Its a good thing Nithin does not listen to your advice.

[Cents & Sense @Sense3Cents]

@SandeepMall 13x EBITDA is probably on a forward basis. Real transaction would be at 16-17x, making it ridiculously expensive.

[Cents & Sense @Sense3Cents]

@GabbbarSingh Wonder how much will they hike the fees for a school which is already charging 15 lakh. Given how poorly Heritage Xperential has been run with most of the middle and senior management departing, hope this does not become the case here as well.

[Cents & Sense @Sense3Cents]

@InfraholicR Ssh! lets keep it a secret 🤫

[Cents & Sense @Sense3Cents]

@Ankittskedia Delhi is a very old city, comparing it to Noida - which is not even a few decades old - is an unfair comparison. Delhi has nothing to learn from Noida - you can't retrofit drainage systems works etc. in such an old and crowded city.

[Cents & Sense @Sense3Cents]

@BaluGorade These are destined to become uber cabs - as they already are in Bangalore.