Ankit

We're not so different, you and I.

[Ankit @secondinning_]

How haven’t I heard of this beautiful rendition before? Lata Tai ❤️

[Ankit @secondinning_]

@Ruka_blr Wow!
I will go and support JAPAN!!!

[Ankit @secondinning_]

Opening score for: Aaj ki Raat ft Tammana has straight up lifted music- from my college favourite “Let’s talk about sex baby” -these guys are not fooling the real connoisseurs.

My culture is not your costume !!!

https://t.co/pCUuhDBhXF

[Ankit @secondinning_]

Went on a pvt cruise ; while coming back our Eastern European Cabbie played us a surprise song and then went full Dhurandhar chalisa

[Ankit @secondinning_]

Update 😂😂😂

[Ankit @secondinning_]

My friend is shocked I can speak good Bengali— will take this as a compliment!

[Ankit @secondinning_]

@macrodiplomat @aravind @minimaaIist Enjoy the rest of your day.

[Ankit @secondinning_]

@macrodiplomat @aravind @minimaaIist Bud, your first reaction was telling the author to read M&A right? So we are going to discuss that right?

Unilever did not exit for any of the said reason you mentioned- it exited because it was not a profitable business. I implore you to read M&A mkts thanks.

[Ankit @secondinning_]

@macrodiplomat @aravind @minimaaIist Amul already has that at scale-- they don't have any suitors, Unilever can't compete on procurement-- they sell hydrogenated stuff. Small players are not going to be brought out by Strategic buyer since they can't provide any synergy/cross sell. So these smallco are PE suitors

[Ankit @secondinning_]

@macrodiplomat @aravind @minimaaIist https://t.co/d5d2XirjSV

here the trend in M&A is focus on core assets, Diageo, benn and jerry are some of the other examples. It is mostly locals for local. There is no ROIC with conglomerate trying the scope play anymore

[Ankit @secondinning_]

@macrodiplomat @aravind @minimaaIist Icecream shops unlike an HVAC or a small auxiliary mfg shops can't be rolled up-- so you wan't to IPO or take on so much debt that you would end up making the CO go bust.

[Ankit @secondinning_]

@macrodiplomat @aravind @minimaaIist Since you have read M&A-- give me two reasons what synergies an International ice cream brand can create that a local brand themselves can't create?

What kind of cost synergies- reduce the quality of milk? Did you see what happened with all the F&B PE buyouts in US? Failed

[Ankit @secondinning_]

Rangreza rang mera, tann mera mann
Le-le rangaai chahe tann chahe mann
Rangreza rang mera, tann mera mann
Le-le rangaai chahe tann chahe mann

[Ankit @secondinning_]

What are some good dry Namkeen/ Mithai that I can ask someone travelling from India to get me???

[Ankit @secondinning_]

@RaamBarath Why does he not make some good experienced hires and gets his house in order? This is baptism by fire for him and he is still in his filmy world.

Why is he not taking a courtesy trip to Delhi to get a green signal. I am amazed that he has no serious advisors, hire a big 4😂😂

[Ankit @secondinning_]

@Gurgaon_kurashi Indian toys are pretty high quality mostly brought out by US sellers so if you can find good reviews on Amazon I would say go for it.

Since tariffs happened and subsided maybe look for overstocks/reshored toys. I am sure you’ll find more

https://t.co/G9AFGMl1mP

[Ankit @secondinning_]

Gift links for those who want to read- note all are pretty critical of the BJP.

1.https://t.co/7O1fabVWWd

2.https://t.co/3KQObHCl0R

3. On Vijay- https://t.co/ypeKA7hJLh

[Sreemoy Talukdar @sreemoytalukdar]

The Economist has some unkind words for Mamata Banerjee. Guess her case at ICJ just got weaker 🥹

[Ankit @secondinning_]

The ans to her questions are:

Leo Mirani & Tom Sasse, also the Economist have an editorial stance of not give the reporter/editors name in their briefings/reports

[Sougat Chakraborty @sougat18]

First of my bloodline to see Sagarika Ghose berating The Economist!

[Ankit @secondinning_]

My Mango story is that in Bhagalpur we had a whole backyard of mango trees in our farmhouse so in summers I would eat 10 mangoes a day and got fatigued by eating the same thing over and over. Haven’t had a mango in years.

Like the fruit but I was bombarded so no FOMO