Rk.mani

An advertising professional, part time investor ... lived / worked / investment exposure in multiple markets including US/China/Asia etc. MOI member.

[Rk.mani @rkmani9]

Dear Prime minister @PMOIndia @narendramodi, thankyou for your and Govt of india greatest efforts to fight COVID. My wife Qin Xiao and daughter Kavya donate RS 50,000 for #PMCARES and pray for speedy recovery of india 🇮🇳!

[Rk.mani @rkmani9]

@pvsubramanyam sir this is good thumb rule… can you elaborate more on why 3x of annual income and why 30% for emi contributions

[Rk.mani @rkmani9]

@porinju cars and hills😀… need more beach drivers

[Rk.mani @rkmani9]

@shyamsek with real estate sector / urbanization growth less of zero sum,more category growth . multiple brands ie for extrerior vs interior etc. push brands to choose a territory like shalimar / indigo. they need to defend cement with adani. Get other lever in paints ie branding

[Rk.mani @rkmani9]

@darshanvmehta1 @TradeBrainsGrp 👌 there is Amul in F&B, HUL multi category. next is ITC .5x. everyone else in 10-15 K crore range .opportunities in F&B, if anyone of dairy companies can aspire to be amul, HUL / ITC unbeatable, pick nestle to tata to dabur to marico based on winnning presence in CTG vs HUL/ ITC

[Rk.mani @rkmani9]

@GitaGopinath visit komala vilas and have dosa… 😀. gd food

[Rk.mani @rkmani9]

@SlingshotCap SEA revenue increased with increased commission etc . wasn’t the gross orders were flat ?

[Rk.mani @rkmani9]

@shyamsek sir, video is brilliant. definatly aim is to Stop lockins sales, their biz model with NP just 5 crore, to keep invested for longer horizon they came with this solution, and Sprice <200 rs, there by more retail buyers demand ? may not be with bad intent , more practical solution

[Rk.mani @rkmani9]

@kiranshaw gr8 chart, chennai leads with Apollo, Miot etc with cost and quality. TH is a big medical tourism place gd doctor but language issue, in fact bumrangrad is top 10 globally. singapore outshines with gd doctors , gr8 quipments. we would win/ already is SA / MEA countries

[Rk.mani @rkmani9]

@morganhousel Nice one morgan. You not provided expectations vs reality perspective, also went deeper to clarify vs motivations . As always gd one.

[Rk.mani @rkmani9]

@aditya_kondawar If domestic listed that would mean 20% of GDP even if india hits 5 TRN$ … would think not possible. Even within FAANG there is no global example

[Rk.mani @rkmani9]

@hvgoenka Sir batter has moved packaged ready to cook. #IDcoffee/ batter is a case study of organized brands growing massively in the space. Key consumer insight for this machine would be convenience like coffee machine, proposition would work with NRI/ Upperscale / NRI south indians

[Rk.mani @rkmani9]

@long_equity 🙏, very gd chart. If you could also include device makers like apple etc , who design , also extract huge revenue. Apple making 1/4th from semi , something like that. Key thing there is it’s the exceptional, nahority Chinese players from alibaba to Xiaomi to huawei already on it

[Rk.mani @rkmani9]

@aditya_kondawar There is also SOLID of new energy company like LONGI etc, and baiju alchohol sector mautai etc

[Rk.mani @rkmani9]

@aditya_kondawar There is huge bunch, fundamentally solid businesses,going thru regulatory headwinds, macro challanges. Some known and unknowns - Baba( ecom/cloud/alipay/int), tencents ( gaming/ads/wechat/inv), BYD, meituan, CATL,HKEX, popmart, anta, MTR, nongfu, wuxi bio, pingan , SH airpor etc

[Rk.mani @rkmani9]

@aditya_kondawar But market charcaterstics very different - FII / international investor is 1% 😀 vs india - 15-20%, owner stake less vs india 40%.mostly retail investors thus high volatility. Majority of Top 10 and 75% listed companies are state owned. Offcourse thats changing with STAR/ BJ ex

[Rk.mani @rkmani9]

@ukumarbaja Pure scaled subscription business. So for no scaled profitable business. Pure food delivery / Ecommerce / taxi aggregators is … different challenges though , profitability

[Rk.mani @rkmani9]

@ukumarbaja Define “difficulty “ - is it capex / regulatory / operations etc . Airports is difficult in operations and capex wise, but can be a huge cash cow. Metals Mining multiple difficulty. Defense supply ? Not sure.

[Rk.mani @rkmani9]

@hvgoenka Gr8 stat sir, contextualizing it would change perspectives . It is won by a platform with 1 MN paid viewer / almost 0 production capability , thus paying for upfront investment to add NEW , SURE SHOT 25-35 MN viewers , Vs burning 5 BN$ on NEW content, scaling it etc

[Rk.mani @rkmani9]

@pvsubramanyam Except that you would have slept permanently… to invest 10,000 Rs which is was really really big money in 1979, assuming the investor should have been 40+ at that time … yes compounding delivery gr8 results for those who doesn’t intervene and have lots of TIME tailwind

[Rk.mani @rkmani9]

@soicfinance @sahil_vi @Investor_Rohan @ishmohit1 😎 biz, they have 4800 scientists vs 5000 TTL staff 😁( Moat), working with 8/10 top pharma companies… their sales gone up 8x in below chart, growth is OK, COGS is getting higher around 28-30%.thus impacting NM. Personally would say need education, compare against Wuxi biol/ app