Manohar Patil

[Manohar Patil @manoopatil]

@shiladitya4u Several other companies from other sectors with predictable growth and margin expansion, have traded at similar premium for long time. e.g. Divi's 15xPS

[Manohar Patil @manoopatil]

@DollarCars A $300 Intercity charge applied showing at 19:04 vehicle returned to Detroit instead of JFK. As per Platepass invoice toll charged at Bronx in NY at 18:34. How can the car reach to Detroit in 30 mins.🤣 Miracle! Checkout receipts! Customer Support denies the request!

[Manohar Patil @manoopatil]

@AkasaAir Hello, Thanks for the response! I have sent a follow up question as the information that my son is providing is not consistent with your claim. Can you please respond on the query. Thanks!

[Manohar Patil @manoopatil]

@AkasaAir Thanks! I have deleted the original post!

[Manohar Patil @manoopatil]

@vineetjain1101 Btw, team ko composition hi majak jaisa lagata hain. there does not seem to be any strategy. Just stop losses lagane ki koshish ki hain 😀

[Manohar Patil @manoopatil]

@vineetjain1101 Its important to understand why we lost? those 5 home tests in particular. If one of the corrective action is to change coach, that along with other actions must be taken. These many losses at home condition are shareful.

[Manohar Patil @manoopatil]

Passport application at Pune PSK is a sheer punishment. Children, elderly waiting standing for 2-3 hours in a cramped space in front of B and C counters
MEA should be ashamed of treating passport applicants like animals. Viksit Bharat should be ashamed.
#meaindia #psk

[Manohar Patil @manoopatil]

Mein Tera Dishman!!! Dishman tu mera!!! 😀

[Manohar Patil @manoopatil]

@vineetjain1101 No count of runs adequate to cover for poor bowling and fielding

[Manohar Patil @manoopatil]

@cromaretail - Your delivery system is useless. The shipment is out for delivery since last three days. called your customer care at least 5 times in last three days. Complaint No-C005121617.

[Manohar Patil @manoopatil]

Forward rate of change...

[Manohar Patil @manoopatil]

@aditya_kondawar @unseenvalue I am in

[Manohar Patil @manoopatil]

@Iamsamirarora Sameer, it will be a privilege to get a book from you! It will inspire not only me but my 14 yrs. old who wants to study economics and finance!

[Manohar Patil @manoopatil]

@vineetjain1101 Hey Vineet, Congrats on a great 2024 & Wish you a rewarding 2025!
How do you feel about tweak in allocation in context of expected relative performance. E.g. Assuming similar conviction on 3B black bio & Sunteck; Given the run in 3B in last 6 months, increase allocation to Suntk

[Manohar Patil @manoopatil]

If BCCI cares at least little about discipline, passion to win for country - Rishabh Pant should be dropped from test matches. I feel his current reading about game is even below elementary.

[Manohar Patil @manoopatil]

@AI_Feb21 @AdityaKhemka5 @IncredAmc @arvind_kothari @Chart_Wallah108 @dehal_ranvir @dhruvbajaj184 @InvestmentBook1 @lakshita_setia @tdjariwala @1health2Wealth @gurjota @agrawalmohit12 How do you see the demerger of Stelis(OneSource) and resultant valuations in the light of SAI lifescience which is gonna be 11,000 Cr. market cap.

[Manohar Patil @manoopatil]

@vineetjain1101 @venineetjain1101 Secondly, With Caplin Point, while sizeable capex is taking place, Valuation are now over 9 times sales. Would you want to adopt some trimming strategy or stay put?

[Manohar Patil @manoopatil]

@vineetjain1101 @vineetjain1101 Thanks for update!
can you please share thoughts on
1. HOEC - Tailwinds of softer crude prices(Trump likes fracking and drilling), tension in middle-east moderating, lower China demand etc. However expansion is well underway. Would you not want to reduce weight?

[Manohar Patil @manoopatil]

@unseenvalue Sir, EV/EBITA of 52 is sort of against your thumb rule of when more than 40, be alert. How do you see that.

[Manohar Patil @manoopatil]

@vineetjain1101 Congrats!!!