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Who really owns the customer will be the cornerstone of successful businesses in the future.

Is it Amazon or the listed merchant?
Is it Swiggy or the restaurant?

Sharing 2 brilliant reads on how changing principal-agent relationships will determine winners of the future.
Making sense of the new capitalists by @hchawlah

Long form but must read for anyone who has mocked start-ups for their losses and valuations. Might change your perspective a bit.

foundingfuel.com/article/making…
Own the demand, written by an Uber product manager: "If given the choice to own all my inputs except demand, or own only demand and no other input, I’d pick the latter in a heartbeat."
florentcrivello.com/index.php/2018…
The power of "owning" demand:

Google paid Apple $9B to continue to be the default search on iOS.

Microsoft's Bing search engine, by contrast, generated $1.7B in revenue.

So Apple's "search business" 5x Microsoft's...without having a search engine.

H/t: @patrick_oshag
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Abhishek Murarka 🐂💹
@abhymurarka
Pulled out this data 10 mins back. So the top 5 stocks holding up the #Sensex have LIC as the largest institutional shareholder.
Classic case of index management. Question is for how long?
LIC investment value is in INR cr.
Also to clarify LIC investment value in the company is as per December shareholding. Not meant to be construed at their investment today - no way to figure that out yet. This inference is just an implied guess.
Read 3 tweets
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Abhishek Murarka 🐂💹
@abhymurarka
#Thread
Been reading a bunch of Annual Reports last few days. Creating this thread to capture and share interesting tidbits from the ones I am reading this season. Will be updated on an ongoing basis next few weeks.

1/n
2. Few bluechips have reported their #EconomicValueAdded (EVA), a good measure of shareholder value creation. HUL AR does a great job of explaining details. EVA as % avg capital employed over a period of time can be a good leading indicator. Pidilite also shares EVA details
3. Chairman's letter+MD&A section of top 2/3 key players provide great overview of economy and sector dynamics.
Few suggested section reads are HUL, Kotak, PEL, Sterlite Tech, Everest Ind+Visaka, Godrej Prop, OCCL, Hikal, Aavas, RBL, L&T Infotech, Zydus Wellness.

Suggest more!
Read 7 tweets
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Abhishek Murarka 🐂💹
@abhymurarka
Recent Ambit report suggests a bearish outlook and that any 'turnaround' is distant. Sharing some data points below that merits broader dissemination. 👇

1/n
1. India's corporate profits to GDP ratio has been falling for a decade with profit and wage growth being at mutli-year lows. From being ~6% of GDP in 2008-09, we are down to ~2.5%. Comparisons with 2009 recovery may be wrong.
2. Capex revival has taken a u-turn. Top 100 companies have decided to pull back on investments in FY20 and FY21, an important leading indicator. Also, Central government capex is set to contract by 1% in FY20 vs 10% growth in FY19.
Read 10 tweets

Related threads

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Regina Waynes Joseph
@rjcaliente
.@amazon So this is what's going on. On 1/14/2020, I tried to access my @amazon acct which I use too much. There was a strange email address in log-in space, so I erased it & inputted my own. Tried to input my password & @amazon wouldn't accept it. Had to change my password 1/
@amazon Logged onto @amazon acct supposedly my own. Went to Browsing history & saw all items for about 30 seconds. Clicked 1 item & everything disappeared. Went to orders, there were none although I had ordered plenty for a long time. Called @amazon to find out what's going on 2/
@amazon The very nice lady at @amazon told me ultimately that someone had hacked my acct (after I told her about the strange email address in my log-in). She then contacted another "leadership team", which gave her instructions re: what I had to do so they could rectify the problem. 3/
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Ramanuj Mukherjee
@law_ninja
While the profile and attraction of in-house legal roles have drastically increased, understanding of what it takes to be a successful in-house counsel......

#successful #Legal #Counsel #lawyers #lawsikho
And how it is different from a role in a law firm or litigator is not very well understood by a vast majority of lawyers who want in-house jobs.

I spoke to 5 CEOs who have hired General Counsels or set up a legal team to learn about their experiences.
What they said was markedly different than usually what the in-house counsels have to say.

Since it is often a CEO or CFO who decides who to hire as a General Counsel or Legal Head, I think this advice would be pretty important!
Read 37 tweets
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Greg Palast
@Greg_Palast
#Amazon has spent a breathtaking $1.5 million total so far in a little #Seattle City Council race, all to defeat council member @@cmkshama who had the audacity to hope Amazon would pay the $275-a-head tax to create affordable housing in the city. geekwire.com/2019/amazon-gi…
@cmkshama Remember, it was #Amazon who created the unaffordable housing crisis to begin with. Other big tech firms including Apple, Microsoft and Facebook have committed over $1 billion for affordable housing. wsj.com/articles/apple…
@cmkshama #Amazon's poison pay out is #CitizensUnited gone nuts, Letting Amazon's cruel greed literally buy a political office. ballotpedia.org/Kshama_Sawant
Read 4 tweets
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மௌவல் (டாவின்சியின் காதலி)
@LavenderItz
சுற்றுச்சூழல் முக்கியத்துவம் வாய்ந்த #Amazon மழைக்காடு, உலகில் வெளியடப்படும் Carbon di oxide வளியை பெருமளவில் உட்கொள்ளும் திறன் வாய்ந்தது மட்டுமல்லாமல் உலகின் 20 சதவீதம் ஆக்ஸிஜனை அளிப்பதும் அமேசான் காடுகள் என்பதால் தான், அதை உலகின் நுரையீரல் என்று குறிப்பிடுகிறார்கள்.
உலகின் முக்கியத்துவத்தை பெற்றிருக்கும் அம்மழைக்காட்டில், இந்த ஆண்டு மட்டும் 72,843 காட்டுத் தீ விபத்துக்கள் ஏற்பட்டுள்ள தாகவும், கடந்த ஆகஸ்ட் 15 க்கு பிறகு மட்டும் 9,000க்கும் அதிகமான தீ விபத்துகள் அங்கு ஏற்பட்டுள்ளதாக ஆய்வுகள் தெரிவிக்கின்றது.

#AmazonFires
உலகின் பெரும்பகுதியான மழைக்காடுகளையும், பல வகையான தொல்குடி இன மக்களையும், மிகப்பெரிய அளவிலான உயிரினங்களையும் உள்ளடக்கிய மழைக்காட்டினை தன்னகத்தே கொண்டதுதான் அமேசான்மழைக்காடு.

#AmazonRainforest
Read 20 tweets
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Filomena Rocha
@Filomen03258997
The Amazon the largest lung in our world is on fire😭.
It's time for humanity to stop & think seriously about what it is doing🤨.
Is this our legacy for future generations😠?
Is money more important than conserving nature😡?
🗣️We need the forests to survive.
🗣️Protect nature!
"The fires burning in the #Amazon rain forest are so large and widespread that smoke has wafted thousands of miles away to the Atlantic coast, according to the World Meteorological Organization"
nyti.ms/31VHDRb
Via @Miami_Rebelde
There is no "ngo" burning the #AmazonRainforest these are Cattle Ranchers, most of whom voted for #Bolsonaro. They're destroying the #Enviroment to steal #Indigenous land for themselves #NativeTwitter!#IndigenousRights #NativeLivesMatter
Read 97 tweets
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Albert Pinto
@70sBachchan
#Amazon & #Indonesia deforestation driven by demand for Soy (feeding pigs), Cattle (beef) & Palm Oil #BeforeTheFlood cfr.org/interactives/a…
California can use its $ & political solidarity to protect Brazil's forests."Cash crops pay more than trees.The CA Tropical Forest Standard would tip the economic scales in favor of keeping more land as forest & growing more crops elsewhere" ht @jonahbusch calmatters.org/commentary/cli…
Dutch govt supports its firms 'sustainable' invstmt in Brazil's Northern Corridor while its own internal studies show that it will worsen Amazon deforestation & conflict.
Read 10 tweets

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