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Anish Moonka

@AnishA_Moonka

Nov 22, 2022

1/ Network Orchestration, A moat

The business model of PDS 👕👖

They play the role of the Orchestrator: A platform that connects to & finds synergies among 1000s of local networks across the world to create collective value for the network & its stakeholders

H/T @Chins1729 👑

2/ It's hard for a traditional firm to move towards being a Network Orchestrator

X | From thinking about their firm → The whole Network
Y | From Management control → Empowerment
Z | Shift in Value Creation through Specialisation → Integration

High Entry Barrier 🚧

3/ X

Two retail stores in New York City may appear to be direct competitors, but this is an illusion.

Each store has a supply chain stretching from its shelves out to the world

Before a customer walks into the store, often the game is over based on the superior supply chain.

Read 8 tweets

Anish Moonka

@AnishA_Moonka

Nov 19, 2022

There's this perception that IDFC First Bank has only one leader, Mr. V Vaidyanathan

Let me put rest to this mistaken opinion.

A thread 🧵👇

1/ Madhivanan Balakrishnan, COO

MSMEs need to be connected to digital entrepreneurs

Using E-marketplace, GEMS, & GST, bankers are augmenting the underwriting with these

70-75% of the retail lending 100% digital: 4-4.5 lk loans/month (digitally)

OCEN 🚀

2/ Sumit Madan, Head- Retail Liabilities & Branch Banking

The only bank in the country with an integrated app: For CA & SA (Aids MSMEs)

The startup ecosystem is uniting all Indians

Among the highest rates for Debit cards & the lowest for credit cards

Read 8 tweets

Anish Moonka

@AnishA_Moonka

Nov 17, 2022

IRFC: Business Analysis 🚂

A Regulated Monopoly Lender with zero NPAs & growing faster than HDFC & ICICI Banks

I authored this on Dec 2021 when the stock was barely talked about, posting it today to improve my engagement numbers on Twitter ✨

A Thread 🧵👇

1/ History.

IRFC was established in 1986 as a dedicated market borrowing arm of the Indian Railways, registered with the RBI as an NBFC (Systematically Important)

But why do Railways need them, can't they directly ask for funds from the Ministry of Railways (MoR)?

2/ Here, enters the Government according to whom raising money from the open market is not the duty of MoR, it is the duty of the Ministry of Finance (MoF)

which didn't want to act as an intermediary & thus IRFC was born to raise money& fund the capital needs of Indian Railways.

Read 20 tweets

Anish Moonka

@AnishA_Moonka

Nov 13, 2022

Real estate stocks have taken a tiny hit due to the interest rate hikes

Zoom Out. This is just a minor blip in this cycle

If the cycle goes the way it has in the past, most of the companies can become 5-10x larger in the next 5 years

If it doesn't, you still double your money.

1/ From Godrej Properties Q2FY23 concall

Price acceleration (across all markets) is driven by the end consumer & not just investors. Interesting.

2/ Continuing on the above... Mr. Godrej is quite bullish on the real estate cycle picking up in the next 4-5 years. That's why they are doing a lot of asset-heavy deals these days & did massive QIPs.

Later, we might see a downcycle again. Still, good times are probably near.

Read 8 tweets

Anish Moonka

@AnishA_Moonka

Nov 13, 2022

Strong execution from Sunteck Realty: Targeting a 1800crs TTM Pre-sales by FY23 end.

- $ 3.8 billion (30K crores+) is Est. Gross Development Value (GDV) of the upcoming project pipeline in the next 7-8 years
- 37 million sq ft Across 7 projects

Very Interesting!

1/ They have nearly 2000 crores unsold inventory as of the date

They are also planning to launch 6000 crores worth of projects in the next 18 months

If the demand scenario stays robust, the targets above should not be hard to meet

Target: Double Pre-sales every 2-2.5 years 🚀

2/ "Sunteck has grown in the last 15 years with all the headwinds in the industry. We have been able to grow at a time when most other players have not been able to survive." ~ Kamal Khetan, Chairman & MD.

Read 5 tweets

Anish Moonka

@AnishA_Moonka

Nov 12, 2022

Sridhar Vembu Interview 👑

1. R&D Spends >>> Marketing Spends (The opposite is unsustainable, the last year was a bubble)
2. They have always followed an organic process of building deep capabilities over time which allows them to build great products

3. They are investing in medical technology, EVs, Robotics, Network Equipments, AI & ML
4. Future of SaaS? The market is great, however, too many people are chasing it (We need a period of consolidation as no business wants to work with 10s of thousands of companies, only 5-10)

5. Microsoft is 200x our size, and Salesforce at 40x; those are the milestones we want to reach (Global Leadership)
6. What he needs in investments? I look for problems to be solved

Read 6 tweets

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