Ganesh S. Nagarsekar🇮🇳
🦄Building an Indicorn in 100 months 🐅Bharat Equity Strategy 👨🎓IIM Cal,CFA L3(Cleared),BITS Goa 💼JP Morgan,Goldman Sachs ®️ SEBI Registered RA-INH000008835
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Operating & financial snapshot of the Indian QSR landscape!🍔🇮🇳 Went through the Technopak report on Indian QSR today, thought I'd jot down a quick summary. Please RT if you lear...
Nykaa B2B - Superstore - A masterstroke in monopolizing beauty?💄 In this thread, we'll try to understand the implication of this move on retail beauty chains, beauty brands, consu...
All you need to know about the Asset Management Companies! 💰 We cover: The size of the opportunity The nuts and bolts of the business What makes them good financial propositions C...
I wanted to write a thread on DuPont - but in a way that actually made the concept interesting in relatable. So instead of doing a basic theory thread, I thought I'd explain it us...
V-Mart🛒: The answer to Can you make good money selling Rs. 220 T-shirts in Tier 2 India?🛍️ We Cover: Business Model Growth & Margin levers Moats & More Trying to grow my business...
A first-principles approach to thinking about Hero. What do we know that is definitely true? Disc: I'm invested in Hero. Using this thread to think out loud, NOT a recommendation...
Making sense of the Inox PVR Merger🎬 We cover: How the theater business makes money Challenges the business was facing What advantages a joint entity will have Yours truly is wor...
We (literally) went through the Annual reports of 💯 Indian companies over the last 2 years. Here are 11 things we discovered that strengthen your business if done right I'm a bo...
We analyzed 100 businesses last year. A thread of what you can learn from them to improve your business/startup! You can read the 100 detailed analysis here: https://t.co/zlynpCGE...
How to get away with fraud - Episode 2 Related Party Transactions Promoters are always finding new ways to pull money out of the firm. So today we try to identify ways and means...
🕺Vedant Fashion (Manyavar) Business Analysis🕺 India's leading wedding & celebratory wear player is coming up with their IPO. The IPO is expensive, but the business is beautiful -...
How to get away with fraud - Episode 1 Revenue & Receivables For businesses there is often a difference between when a good/service is delivered & the payment for it is received....