LIC has an inherent moat that is derived from it's origins and promoter shareholder - President of India, through Ministry of finance, GoI
Blind trust by citizens especially rural ones is backed by belief, that it is a govt backed institution, not any more.
it's private
#LICIPO
LIC has an inherent moat that is derived from it's origins and promoter shareholder - President of India, through Ministry of finance, GoI
Blind trust by citizens especially rural ones is backed by belief, that it is a govt backed institution, not any more.
it's private
#LICIPO
Patience galore. Testing times
Not Westlife, Not Devyani: Why this 600-store QSR operator is India’s next big turnaround play https://t.co/bjjGvuv9xb via @FinancialXpress
Nearly 40% of this company’s revenue now comes from recurring service contracts, turning a product business into a predictable cash-flow model (1/2)
#EurekaForbes#BusinessModel#IndianMarkets
Promoters profit only when price goes beyond purchase price, 70
Approx 1500cr fund infusion strengthens the balance sheet
Dilution is for growth capex
Risk: expected vs. actuals
Execution matters....a good test case to keep tabs on,
Not a reco
Management (private equity) with a reputation to milk incentives from a good business... lessons learnt.
This can be a inflection point
https://t.co/HD64zubZcz
https://t.co/H6YvuUuV38
#RBA#RestaurantBrandsAsiaLimited
Aayush Madhusudan Agrawal’s Inspira Global has proved itself in Qsr
Subscribing at premium price to closing of the day, reflects confidence and untapped intrinsic value
New promoters skin in the game seems to be aligned with minority shareholders at this price