Value Propositions

Awed by the beauty of stocks.
Smitten by Economic Moats. I, Invest.

[Value Propositions @ValuePropp]

https://t.co/Ynwsl3CVHx

Some of my discomfort with LIC's strategic decisions have manifested themselves.

#LIC
#LICIPO

[Value Propositions @ValuePropp]

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

[Value Propositions @ValuePropp]

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

[Value Propositions @ValuePropp]

Philosophy at Nalanda

[Value Propositions @ValuePropp]

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

[Value Propositions @ValuePropp]

Internet stocks, abyss

[Value Propositions @ValuePropp]

M&A's have a high probability of value destruction

[Value Propositions @ValuePropp]

Tech boom and bust - M&A

[Value Propositions @ValuePropp]

Will history rhyme?

[Tradejini @tradejini]

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

[Value Propositions @ValuePropp]

If done right, turnarounds can change your life but odds are heavily against you

[Value Propositions @ValuePropp]

Exuberance, can be measured if rationality prevails.

[Value Propositions @ValuePropp]

Opportunity Cost

[Value Propositions @ValuePropp]

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

[Value Propositions @ValuePropp]

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

[Value Propositions @ValuePropp]

#RBA
#RestaurantBrandsAsiaLimited

Keeping Fingers crossed

https://t.co/W4xGx3Dzld

[Value Propositions @ValuePropp]

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

[Value Propositions @ValuePropp]

#RBA
#RestaurantBrandsAsiaLimited

Keeping Fingers crossed

https://t.co/W4xGx3Dzld

[Value Propositions @ValuePropp]

A new for #EurekaForbesLimited, double digit volume growth

https://t.co/BpLmrYEZSn