Ganesh S. Nagarsekar🇮🇳
Ganesh S. Nagarsekar🇮🇳

@bharatbetpf

10 Tweets 4 reads Aug 29, 2022
Con-calls are rich with insight, but most folks don't have time to go through them.
So I thought I'd share key snippets from ones that I'm reading
🥼Metropolis Q1 (Disc: Invested, no reco)
Clarification on buyout rumours.
Like for Like Non COVID growth and Hitech impact. Mid-teens LFL guidance.
Planned loyalty program for chronic. Meet them on price, beat them on quality?
Phlebotomist unit economics and tradeoffs. Key cog in the D2H diagnostics value chain.
Wellness play - Personally not too happy with the focus on this.
Volume v value in Asset utilization
Digital marketing RoAS: 3-4x RoAS at scale is actually quite impressive.
View on mass B2G - Build topline to support bottom-line, not for peacocking
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