Ankur

Investor by day, author by night, creator in between.

[Ankur @howAnkur]

1/ Swiggy just crashed to an all-time low of ₹247.

Market Cap check:
Zomato: ₹2.41 Lakh Cr
Swiggy: ₹71K Cr

The street says it’s an absolute blowout - game over, Zomato won. But surface-level stock prices don’t tell the whole story. Let’s put on the auditor’s lens. 👇

[Mountain Cabins @cabinsmountain]

not gonna lie… this looks better than answering emails tomorrow

[Ankur @howAnkur]

@shreyansalecha Which one is best selling in Delhi NCR?

[Ankur @howAnkur]

@shreyansalecha Delhi NCR folks are not much active on twitter I feel

[Ankur @howAnkur]

@warikoo Longest application, someone can fill.

However also a good method to filter not so serious candidates.

Took me 1.5 hrs and felt like exposing myself.....fingers crossed.

[Ankur @howAnkur]

Wake up
Question what are you doing?
Go to job
Come, and think about quitting
Go to sleep

And repeat 🔁

[Ankur @howAnkur]

@DhanHQ @_groww when you are planning to bring such things on your platform?

[Hardeep @hardeep_gambhir]

i have been a big article and essay enjoyer for 7 years.

i have probably read more than 10,000+ essays online

below is a thread of my favourite essays or articles of all time (that i remember)

pls drop your favourite ones below.

[Ankur @howAnkur]

Essence of one line tweets>

[Ankur @howAnkur]

Quotes are quoting!!

[Peak Lyricism @yoonshabnami]

what's the coolest song ever?

[johnna paige. @lowkeyjohnnap]

Please get addicted to thinking everything will always work out for you.

[Ankur @howAnkur]

@shreyansalecha Quite early for India

[Ankur @howAnkur]

@stonksqween Or just your X

[Ramin Nasibov @RaminNasibov]

Each circle has a different story

[Ankur @howAnkur]

@stonksqween @pritishposwal Sorry, but what does RR mean?

[Ankur @howAnkur]

@slicebank If you don't win and feel the game is rigged 😭,

It's not, trust me, you will also get lucky sometime 🤞

Don't lose hope 🍰

[Ankur @howAnkur]

@slicebank Sending funds to deposit in atoms for mini vacation?

[Ankur @howAnkur]

@KhushikaPahwa @DrinkQuenzy is doing the fibre trend now

[Ankur @howAnkur]

@slicebank https://t.co/sofsWUkGoh

This is what I was talking about, who does these things, truly a people's bank 💜

[Ankur @howAnkur]

slice really tracked down my thread and sent this?! 🤯🎁

They just bumped the signup bonus to ₹500. Why I use them for daily banking:
• 3% cashback (even on a ₹10 chai ☕)
• Daily interest at repo rate 📈
• ₹0 fees

Use code: &ANKUR92998 👇

https://t.co/mg4HODL9qk

[Ankur @howAnkur]

@BadCapitalVC @deepigoyal Both are under estimating Jiomart, who has the speed & catalogue (due to Smart Bazaar), and know the most important thing how to trap value conscious customers.

[Ankur @howAnkur]

8/ But public markets have zero patience for cash burn when your primary rival holds 58% market share and prints cash.
"Aim to become Zerodha, not Byju’s!"
Swiggy is innovating, but they need to fix that -₹2,170 Cr OCF before the street completely loses faith. 🔚

[Ankur @howAnkur]

1/ Swiggy just crashed to an all-time low of ₹247.

Market Cap check:
Zomato: ₹2.41 Lakh Cr
Swiggy: ₹71K Cr

The street says it’s an absolute blowout - game over, Zomato won. But surface-level stock prices don’t tell the whole story. Let’s put on the auditor’s lens. 👇

[Ankur @howAnkur]

7/ The Masterplan:
Hook the top 1% with 'Crew' convenience.
Cross-sell high-margin 'Noice' products via Instamart.
Shift from low-margin delivery fees to premium product margins.
If they pull this off, they aren't just competing with Zomato—they tackle HUL. 👇