Network Effect

Entrepreneur turned Investor | Bullish on India, Startups & Equity Markets | Eternal Optimist

[Network Effect @network_effect_]

@sunilgurjar01 Tight range can go both ways, right? Which direction do you think it is headed?

[Network Effect @network_effect_]

Sounds familiar!

[Priyodit @PriyoditS]

@TanushreePande

[Network Effect @network_effect_]

@AToMCapital It is a power transmission & distribution company, not into illumination.

[Network Effect @network_effect_]

@utkarsh5320 Profit booking by a group of investors. Nothing fundamentally changed.

[Network Effect @network_effect_]

This has nothing to do with the teleprompter, it is the symbolic 'hiding' that's implied. The leader of a democratic country is answerable to public & should be as transparent as possible. The cornerstone to that commitment is answering the press, both domestic and international.

[Sakshi Narula @mssakshinarula]

Photo of the decade.

[Network Effect @network_effect_]

The vicious cycle of democracy choose leaders either out of frustration / anti-incumbency or falling for the divisive politics both amplified by campaign budget. The incentive for a good politician to focus on policy reforms or elevating lifestyle of masses is abysmally low.

[Network Effect @network_effect_]

@IndiGo6E BOM-London has been cancelled 2 days in a row. We are scheduled to travel with infant on 18th & 2 weeks of travel itinerary booked in UK. If it is not a sure flight, please allow full refund cancellation now. No point getting it on Monday! Need to cancel hotels etc.

[Network Effect @network_effect_]

Better late than never. Low hanging fruit to attract FIIs, USD and arrest the continued drop of INR to some extent. FIIs given red carpet gives timely and handsome exits to PEs which in turn has ripple effects on startup funding and is overall pro local businesses & innovation.

[The Chartians @chartians]

FIIs are not needed, DII/Retail are enough to absorb the shock.

This statement was made by our FM & it didn't age well.

We just hope she has realised the importance of FII/FPIs

Our policy makers should not be so arrogant 🙏🏻🙏🏻

#FII #DII #Retail #Stockmarket

[Network Effect @network_effect_]

@narendramodi Nice pic. Please give credit to the photographer.

[Network Effect @network_effect_]

When politicians feel invincible, it is only a matter of time that their hypocrisy levels beat the threshold that citizens can bear with.

[PunsterX @PunsterX]

These 4 events took place within 24 hours.

[Network Effect @network_effect_]

@PipalwaSunil08 @SureshKBN Routine PE cycle selling or for some reason?

[Network Effect @network_effect_]

@ThanksDeepest The hard part is figuring out the potential rise in valuation due to Data Center side of the business vs decay due to real estate going into a bit of a lull with supply exceeding demand. Land assets are great though.

[Network Effect @network_effect_]

@Ajaya_buddy Even I have been wondering. Is there so much demand from GCCs in between all the AI uncertainty? It is so difficult to even hire at this point without figuring out headcount for each department and relevance itself of some other.

[Network Effect @network_effect_]

That's great news. Earnings call had conservative timeline outlook on liquidation but this is fantastic. The earlier Ashoka becomes asset light, faster the re-rating.

[ET NOW @ETNOWlive]

#StockInNews | Ashoka Buildcon: Arm Ashoka Concessions sells 5 SPVs to Maple Infrastructure Trust for ₹1,814.42 cr

#AshokaBuildcon #MapleInfrastructureTrust #StockMarket

[Network Effect @network_effect_]

@prasanth_hruday Giving people a chance to buy ;)

[Network Effect @network_effect_]

@EquityValueIn Shareholding post bonus and QIP (11-Nov):

Promoters: 47.46% (down from 51.62%; “no offer for sale from promoter”).

DIIs: 16.63% (up from 13.26%).
FIIs: 11.05% (up from 8.42%).
Public: 24.86% (down from 26.70%).
Bonus: 1:1 (22.69cr shares) on 24-Sep; from securities premium.

[Network Effect @network_effect_]

@UdayChandak Fabulous piece.. Hats off to the creativity without compromising on quality of analysis.

Who is the author?

[Network Effect @network_effect_]

@MoneyLifeDecode Yeah, this is one of those rare companies whose fundamentals are looking better than ever but technicals haven't woken up to it at all / going the other way. (for now at least) Hopefully reversal soon.

[Network Effect @network_effect_]

@aaronreg0 While the results aren't great this time around, aren't such quarters to be expected in a line of business where there is inherently a lot of lumpiness. They are trying to reduce debt. Their valuation is probably already pricing in a lot of negatives.

[Network Effect @network_effect_]

@FinanceBrewRT For Avantel & Zen, despite FCF being negative / low, overall their Debt to Equity is really low, right? Just trying to understand how to read the forensics better. I've been a big beneficiary of Avantel for years, I even tried calling their claimed charity arm (nobody picked)!