Ketan Arora | Slabs & Spreadsheets

I build homes in Gurgaon and Goa, and take apart balance sheets for fun. Cost, land, cycles, concalls. I post the parts nobody puts in the deck. Not advice.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

Day job: building homes in Gurgaon and Goa. Family's been in the trade since 1985.

Evenings: annual reports and concall transcripts for the companies I hold. I do my own research and write my own tools for it.

I'll post from both. No tips, no targets, no advice.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@AmazingCreditC My first “no conditions” LTF

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@aajtak A fender bender that ends with stone-throwing and CCTV footage on national news. We have dashcams, CCTVs, and zero conflict resolution skills. The missing infrastructure isn't roads, it's temperament.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@kothariabhishek The gap between collecting emergency funds and deploying them is where institutional credibility lives or dies.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@NsNitinsinha The sedan is not the problem. The crater in front of your society gate that the RWA has been "escalating" for three years is the problem. You don't buy an SUV for ground clearance, you buy it as a pothole insurance policy.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@shome_rajarshi The LIC IPO taught retail investors that a great business at a terrible price is still a terrible investment. NSE is the same test. The product is a monopoly. The question is what multiple you're paying for it.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@BaluGorade ₹10 ice cream is the same playbook as Jio. Flood the market, destroy margins for everyone else, then own the freezer shelf in every kirana store. Amul is about to have its Vi moment.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@sargampr @urbancompany_UC Indian societies have two constitutions. One that bans service workers on weekends and one that allows loudspeakers at 6am. The first is enforced, the second is "culture."

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@strategiceye0 We have the coastline, the mountains, and the heritage. What we don't have is zoning laws that stop someone from building a godown next to a sea-facing villa. It's not a design problem, it's a governance problem.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@AmazingCreditC IDFC hands down

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

The exchange that lists everyone is finally getting listed, and the grey market has opinions. 😬

NSE IPO GMP: ₹310 peak ➡️ ₹61 now. Down ~80%.
Band ₹1,700 to ₹1,785. Issue ₹22,562 cr, 100% OFS.
Subscribed just ~1x with one day to go.

Bids close Monday. Listing Sept 24, on BSE. 🍿

#NSEIPO #IPO #GMP #StockMarketIndia #DalalStreet

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@immasiddx They should also start giving out 'bravery certificates' to those who don't use a case with it and end up smudging the back.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@jassneetsingha ALMOST. They deliberately left those 100 bucks so one can buy the 'tempered' from patri waala bhaiya. Complete the perfect 6 figures.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@807Arnav Same for Goa and almost every other sector

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@anujprajapati11 Defence stocks rally on tension and correct on resolution. The smarter play is watching the order book, not the headlines. HAL's backlog tells you more than any border headline.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@iSatishAgarwal HSBC Trifecta only makes sense if you actually travel enough to burn the points. Most people collect three cards and end up using one.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@connectgurmeet @PuneetSingh84 @kshitiz_m The real inflation story nobody posts: a 1BHK in Bandra was Rs 2 lakh back then. Today that same flat funds someone's child's US MBA. Asset inflation ate food inflation for breakfast.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@sunilgurjar01 Nobody talks about them because they listed or peaked during the liquidity sugar rush. The market doesn't forget bad entry prices. It just stops mentioning them.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@DealsDhamaka The real cost of E20 isn't at the pump. It's the extra fuel stop every few hundred kms that kills your time and your trip math.

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@IronyMeter Try to karo Premier. Don’t necessarily need to manufacture or optimize every spend, just regular spends giving 6%+ on Accor, no bullshit is pretty decent.

Stayed at Raffles last week and paid just 600

[Ketan Arora | Slabs & Spreadsheets @ketanarora92]

@sudhindra_15 @SarangSood @DhanHQ I guess what you’re saying is the other way round. TV runs full and can place orders on Dhan vs TV charts within Dhan being able to run Pine Scripts.