Kaushik Khandelwal

High curiosity low attention span.

[Kaushik Khandelwal @kaushkey]

@grok @lawandnation @grok if my usage is 2000-3000km a year would this be a killer deal?

[Kaushik Khandelwal @kaushkey]

@JMUSPatriot And we would like to make that even cheaper somehow.

[Kaushik Khandelwal @kaushkey]

@_PVRCinemas I think it's high time u open atleast one 70mm imax or a true 1.43:1 digital imax with stadium seating in Mumbai, there is a huge audience waiting to pay for it.

[Kaushik Khandelwal @kaushkey]

@kapilansh_twt They gonna remove upload, only click photo feature. Issue resolved.

[Kaushik Khandelwal @kaushkey]

@law_ninja @grok what percentage of court cases in india are of land ownership?

[Kaushik Khandelwal @kaushkey]

Writing in public:
"Blinkit to cross dmart revenue in 4 quaters and match the profit in next 4"

#Blinkit #Zomato

[Kaushik Khandelwal @kaushkey]

@NalinisKitchen I have been buying power glasses for 15yrs now, only lenskart gives exact same power in diferent glasses. Local shops used to say 2-3 sahi ho jaiga,So i quit buying from them. Phele din se sahi hona chahiye.

[Kaushik Khandelwal @kaushkey]

@BeingPractical @_groww why dont u have this feature.

[Kaushik Khandelwal @kaushkey]

@AnshulGarg1986 @Ravisutanjani @grok whats your opinion on this thread between kaushik and anshul

[Kaushik Khandelwal @kaushkey]

@AnshulGarg1986 @Ravisutanjani Im telling u market is not reading the entire shareholder letter, they just reading the headlines. All (means all) the ratings companies arent crazy to raise the target price.

[Kaushik Khandelwal @kaushkey]

@AnshulGarg1986 @Ravisutanjani Also RK damani himself picked a stake in zomato at 320 rs. I think he being a value investor buying here says alot about how market hasnt prices zomato right.

[Kaushik Khandelwal @kaushkey]

@AnshulGarg1986 @Ravisutanjani Marwadi investor usually think how much time it takes to get x money back if u open a dmart store it 4-5 yrs if u open a blinkit store it takes 18 months. Blinkit is still more capital efficient than DMART. Doesn't matter where the money came from till its debt free.

[Kaushik Khandelwal @kaushkey]

@AnshulGarg1986 @Ravisutanjani Ok then judge the company like D-mart, d-mart does ~15k cr per quater and it took 20yrs to reach here and operates at 6% pat and grows ~7% add 3-4 store per qt. Blinkit does ~13k cr and it took 3yrs and operates at -2% and add 100 store per qt and grows at 40%. Pick ur posion.

[Kaushik Khandelwal @kaushkey]

@AnshulGarg1986 @Ravisutanjani U should measure the company by its PE but understand PE comes ESP and that comes from profit and that comes ebidta. Companies with high amortization, u should look at cash balance to judge cash burn/profit. Replace PAT with ebidta in EPS u will have ur answers.

[Kaushik Khandelwal @kaushkey]

@AnshulGarg1986 @Ravisutanjani Dukan se maal tho 100 rs ka bik raha tha books me nahi tha, we were undervaluing earlier. Eternal is doing category creation in stock market to teach investors to read more than headlines. Zomato is undervalued currently.

[Kaushik Khandelwal @kaushkey]

@parikhhhhh @aviralbhat That means they were selling that much before, just was marked as GOV, dukan me kitna maal bik raha usse matlab h, balance sheet me ab dik raha h

[Kaushik Khandelwal @kaushkey]

@choudhary0898 Zomato will trade for 1000 rs in 10 quaters with a PE of 300-400

[Kaushik Khandelwal @kaushkey]

@OlaElectric the service center near my house has not opened since past 1 week, my scooter is sitting there. I have an open ticket for past 20 days. Your new policy of 1 days repair isnt working.

[Kaushik Khandelwal @kaushkey]

@mohit_X_tiwari @theliverdoc Medicine that requires u to belive in it to work is not medicine.