Dipen Patel

FnO Trader

[Abhishek Hiremath @abhihiremath94]

@ifOnlyKantala Ek baar balance sheet khol ke dekh ke ki kitna usmein treasury income hai aur kitna other income hai

[Dipen Patel @discretedipen]

@REDBOXINDIA @grok whats the forward pe of radico now?

[Rohit Srivastava @indiacharts]

Do not look at other markets and hope for the bottom - look at your own market and the structure when this is the market you trade

[Sharad Shah @arabicatrader]

Nifty 12000 aayega

[Essential Mastery @EssentialMastry]

Agree?

[House of the Dragon @H_O_T_Dragon]

3 Months Since the ARREST of a Great Patriot - Sonam Wangchuk.

And the Nation has already moved on… Remember this, A Nation of Cowards will Never Rise to become a Global Superpower.

[Mohit Chauhan @unmutemohit]

🚨REMINDER

Sonam Wangchuk has been in jail for 95 days.

[Honest Cricket Lover @Honest_Cric_fan]

Still can’t believe Anushka Sharma did pk and learnt nothing😭😭

[Saurabh Bharadwaj @Saurabh_MLAgk]

90 days in Jail

[Sonam Wangchuk @Wangchuk66]

Memory is the strongest form of resistance. In a democracy, questions shouldn't be met with detention; only with answers. In the end, truth will prevail!

[Harry Eccles @Heccles94]

This is the president of the United States.

[Tarun Gautam @TARUNspeakss]

Just remember, Sonam Wangchuk is still in jail.

[Vikas Vij @TheClubJunto]

Amazon’s 10-Min Delivery Ends Blinkit’s Path to Profit

Most Probable Outcome of Companies that Compete with Amazon:

1. Endless price wars & discounts.

2. Amazon opens 2 dark stores per day.

3. Smart Money will quietly exit Eternal.

High Valuation, No Moat – How It Will End:

Q2FY26: Average Monthly Active Users

Blinkit: 2.1 cr

Amazon India: 20 cr (10 times)

(Plus, 50 cr+ Google Play app downloads)

Why Moats & Technology Command Top-Dollar Valuations?

Amazon’s Moat (The “Unfair Advantage”)

1. Amazon Prime: Member Loyalty

2. Amazon Prime: Video & Music

3. Amazon Pay: Payment Wallet

4. Amazon Rewards & Discounts

5. Personalized Deals (User Data)

6. Alexa Shopping

7. AI Agents – Customer Service
Coming soon globally

8. Buy-Now-Pay-Later Platform
Axio $200M Cash Acquisition
(Deal completed on 5 Sept)

9. Consumer Loans & BNPL
(NBFC License Acquired)

10. Endless Cash-Burn Ability
(From parent company)

Blinkit’s Moat

1. Zero. No unfair advantage.

2. Eternal is not a technology company. It is a platform.

Switching Costs: Moat of a Business

“When a man tells his wife to change her brand of Amul Butter or Maggi Noodles for the children, she will change her man.”

But when the man tells her to change her grocery platform from Blinkit to Amazon Now for better discounts, she will do it without blinking an eyelid.

Why Eternal & Other Indian Promoters Fail to Build Moats

Amazon spent decades building its moats; and did not care for profits.

For Amazon, customer obsession comes first.

For Indian companies, stock valuations come first.

Once you have an enormous valuation, you are under pressure to meet profit expectations.

Customer obsession (moat-building) is not your goal altogether.

You’re a prisoner of your investor expectations.

ENDQUOTE: What Should Zomato Investors Do Now?

“The highest of all switching costs is when people have to admit they are wrong.” – Charlie Munger

Your ego will not let you admit your mistake until the kingdom has been lost.

Ego is your enemy in investing.

Get rid it, and great wins will follow.

@arabicatrader

[Dipen Patel @discretedipen]

@abhihiremath94 @grok which stock is this?

[Dipen Patel @discretedipen]

@arabicatrader @grok what does doctor 2600 mean here?

[Dipen Patel @discretedipen]

@arabicatrader Shehensha 🤌🏻❤️

[Neha Singhal Trader @nsinghal211]

Full time traders with less than 50L capital are just wasting their time.

[Dipen Patel @discretedipen]

@notoriousjatt85 @REDBOXINDIA Upper circuit lag jayega dost... Mat bol aisa

[desi mojito @desimojito]

Even though I'm gay, I support this 👏