CRYPTO=HODL

Blockchain lover. Long term Hodlr.
#BTC #ETH #ADA #BNB #DOT #SOL #MATIC #ICP

[CRYPTO=HODL @cryptomania0109]

@getpeid @grok Nothing phone 3

[CRYPTO=HODL @cryptomania0109]

@nothingindia @grok Nothing phone 3

[Aditya Shah @AdityaD_Shah]

🚨EasyTripPlanners-Promoters cashing out?

EaseMyTrip has seen a massive block of promoter stake sold in the market
Following this,
The CEO of the company resigned

What is happening at EasyTrip Planners?

A thread🧵on the business of Easytripplanners and the way ahead?

Lets go👇

[Arka Bhattacharjee @niveyshak]

Companies with less than ~4% public shareholding

A Thread 🧵

[Ginger Investor @GingerInvest44]

🌊VPRPL - Vishnu Prakash R Punglia - 🧵A Complete thread

Today we are talking about one company in rapidly growing sector - Water theme. It’s also a kind of infra company - it makes water infra, sewerage systems, commissioning water related government projects. And also it is also into railway, highways, buildings and ware houses.

Stock is doubled since its listed in markets, sept 2023.

🌟Sector: Infra, Water theme
🌟CMP : Vishnu Prakash R Pungliya
🌟M cap: 3686 cr
🌟 52 week high/low : 346/141

Note: It's a long thread. If you read this thread, you get to ABC of this company. You don't need to analyse anywhere after you complete this one.

More 🧵👇👇

#VPRPL #Vishnuprakash #waterstocks #EnviroInfra #StocksToWatch #StocksToTrade #CNBCTV18Market #Top10Stocks #water #StocksInFocus #Nifty #Sensex

[Ankit @StocksAndStoics]

Be cautious of this company Bharat Global Developers (Market cap - 14k cr.), which is claiming to win orders to supply "aloo" worth 300 cr. on even days and 'sona' worth 251 crore on odd days.
Read on a bit more (1/3)

[Bryan Johnson @bryan_johnson]

Deep sleep is one of the most power things you can do for heath and wellness.

Missing it is very bad.

Here's how you can get it.

🧵

[US Open Tennis @usopen]

61 attempts
43 years old

never give up on your dreams

[Watcher.Guru @WatcherGuru]

JUST IN: 75% of OpenAI's staff threatens to quit & join Microsoft's AI team if Sam Altman isn't reinstated as CEO & the board doesn't resign.

[Shreenidhi P @nid_rockz]

Vishnu Prakash R Punglia Ltd
#VPRPL
#VISHNUPRAKASH

Excellent track record of growth for last 4-5 years with consistent growth in topline, margins, EBITDA, PBT n PAT

Offered at v reasonable rate n valuations

Orderbook of 3800cr
3.3x of FY23 nos
24-30months execution cycle

Bid pipeline of 12000cr
16-18% conversion track record
Implied additional orderbook of 3500-4000cr

Into 4 segments:
Water management -78% of orderbook
Railways-10-11% of orderbook
Roadways
Irrigation

Good sales note from Arihant capital wherein they r bullish for PT of 214rs

Last 4yrs:
Rev CAGR 40%
EBITDA CAGR 45%
OPM moved from 8% to 13%
Management is confident of improving it further from current levels of 13.4%

Conservatively, Arihant capital expects comp to grow at 35% CAGR at least for FY23-26E

Comp looks very interesting in terms of future visibility of 35% rev CAGR/40% EBITDA n PAT CAGR
Available at reasonable valuations

[GoldForest Investments @Goldforestinves]

🎯Promoter Buying over last 3 years:

“A person who owns property and has a stake in the enterprise is likely to work harder and feel happier and do a better job than a person who doesn't��- Peter Lynch

Which one do you have?

For study purpose, no reco.

[Newsthink @Newsthink]

🇮🇳 India’s moon mission vs. cost of a Hollywood film about space.

Let that sink in. 😲🚀

#Chandrayaan3

[Linus ✦ Ekenstam @LinusEkenstam]

If you think this is creepy…

You should know what all major stores in the world knows about you as a shopper

They use in-store, online, cell-tower, and more to keep track of everything… everything.

Cambridge analytics is a joke in comparison

[Coin Bureau @coinbureau]

The most liquidations since the FTX collapse last year 🔪

[FinFloww @FinFloww]

Ashneer Grover believes that Blinkit will die

He said that 10 min delivery is a completely flawed model and will never be able to make money!

The crazy part? He was himself the CFO of the company in its early years

But here’s why Blinkit is doing this and why it might succeed:
When Blinkit was Grofers, they used to do grocery delivery mostly.

The problem that Ashneer saw was that, in India, there’s no stocking culture.

People want everything fresh, and since they are getting it quickly, they don’t want to order all at once.

So, what happens is — instead of stocking groceries, people don’t mind getting more deliveries over time.

But if Grofers had to make money, the ticket size (or Average Order Value) also had to increase.

That wasn’t happening, so they switched to Blinkit — 10 min delivery.

Now, Blinkit comes with its own woes because there’s no way you can create profits while maintaining such a high cost that comes with the quick delivery setup.

So, rationalizing its delivery fleet is definitely one of the biggest challenges for Blinkit.
But what most people don’t understand is that Blinkit is not just a simple daily items delivery app.

It is a service that breeds on impatience and makes you form a habit of it.

They switched from delivering groceries to delivering everything in 10 mins.

And once you’re hooked, as we all are, they can sell anything of high ticket value to feed your impatience.

People now relate to Blinkit with fast convenience & this ensures their product stickiness.

Most startups prioritize growth over short-term profitability, and their key to growth is habit-forming products.

Because once a habit is attached to a product, it builds a loyal customer base that generates recurring revenue.

In fact, they have started introducing new products and services like: — 10 min cosmetics delivery — iPhone 14 in minutes!

But one that stands out the most is its Last-minute Printout Delivery.

You can now upload your documents on the Blinkit app to get your documents printed and delivered to your home in a sealed envelope.

The best part about this is that once you upload the document on the app, it goes as a print instruction to the printer in one of the nearby stores and gets printed automatically.

The files are deleted from their systems after that.

A picker then puts the documents in an envelope and seals the package.

Once sealed, no one other than you can open it.

So, you don't have to worry about last-minute emergencies like printing your boarding pass or flight tickets, or maybe last-minute assignments because its printout services run from 6 am to 12 am.
Blinkit found an interesting problem to solve with the printout delivery, and they will keep on finding such problems that can be solved with 10 minutes delivery.

Another way they are optimizing for high AOV, and thus revenue, is with features like AI-generated recipes for bulk ingredient orders.

Blinkit has launched AI Recipe Rover, which suggests instant recipes and gives you a curated list of ingredients needed to cook them that you can order at the push of a button.

See, usually, companies try to build apps around the culture that’s already existing.

But in the case of Blinkit, they are trying something new.

Blinkit and a lot of other startups are bringing a behavioral shift in the form of a Non-ownership-based Economy.

Last year, Dunzo launched an ad campaign around — Ab fridge ka kya kaam hai.

The idea behind this ad campaign was that since you can get everything fresh in just 19 minutes, you don’t need your fridge to store groceries or food.
They are creating this non-ownership-based economy model where you don’t need to have a lot of entities at your home, like a fridge or a printer.

You pay for what you consume or experience rather than buying physical objects.

People in India still own washing machines.

But in the next few years, we will have laundromats with a service model where you can just send your clothes, pay a monthly subscription fee, and don’t ever have to worry about taking care of them by yourself.

The world is moving towards an economy where you will own nothing and be absolutely okay with it.

Outcomes >>> Ownership

Years ago, it was normal to buy the latest music at a record store and rent the latest movies and video games from a video store.

People had collections of albums, movies, and video games.

The same content can now be accessed from anywhere, at any time, across any device.

Services like Spotify, Netflix, and Xbox Game Pass have transformed these limited and prized collections into a commodity.

Anyone can easily access more albums, movies, and video games than could ever fit into a home.

For this convenience, we need to pay a monthly fee that’s generally smaller than purchasing albums, movies, or video games.

People might say that these apps are useless or make them lazy.

Who would use the 10-minute printout delivery service when they can get it done nearby?

The thing is — as you become used to getting all these things quickly and comfortably, you wouldn't want to go back to older systems.

If you liked this read, do RePost🔄and follow us @FinFloww

for more such reads every Monday, Wednesday, and Friday!

[Shreenidhi P @nid_rockz]

Oriana Power
#ORIANA

Got listed yest
IPO price was 118
Got listed at 302, followed by LC n then UC n closed at UC of 317

Block deal:
Societe Generale bought 2,00,400 shares at 308-09Rs

Reasonable IPO price
But now with this kind of listing, valuation has reached v high

Comparable peer is KPI Green Energy #KPIGREEN

Both have been doing very well

Inv ppt of Oriana:
Impressive growth over the last 3 years

Rev:
FY21 34cr
FY22 101cr
FY23 134cr

EBITDA:
FY21 4cr
FY22 10cr
FY23 19cr

PAT:
FY21 2.8cr
FY22 7cr
FY23 13cr

OPM 14.3%

RoE 35%
RoCE 46%

D/E 0.41x

Future Strategies:
To scale up RESCo business
Open Access opportunity

Africa -next big opportunity where solar capacity grew at 54% CAGR
Solar irradiation of 2119 kilowatt hours/sq mt suggesting immense potential for solar generation

Oriana Power at a glance:
70+ projects implemented
30+ clients served
100+MW cumulative projects delivered
200+MW cumulative capacity in pipeline

[Beat The Street @BeatTheStreet10]

How Promoters acquire stocks for free at the cost of retail investors ?

A thread 🧵 on new way of making free money by promoters by issuing Right Shares at steep discount

Like Retweet Share Follow if you find valuable

#rightissue #redlfag #corporategovernance

[CRYPTO=HODL @cryptomania0109]

@WazirXIndia Get lost..scammer !!😅

[CRYPTO=HODL @cryptomania0109]

@beyondankita ▂▄▄▓▄▄▂
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[Nikhil Gangil @Intrinsic_cycle]

This Person LOST 93 LACS (93% OF PORTFOLIO) in stock market 🤯

Look at the time of buying. Exactly at the peak.😳

How is that even possible without getting manipulated by operators

SEBI today fined 126 Cr to those operators

A reminder to all "get rich Quick" investors.

1/n