When it comes to OYO IPO, All your balance sheet analysis, financial ratio nitpicking, deep dive into the DHRP, subsidiary analysis etc aside also do a simple check.
When was the last time you saw an Oyo board outside an Lodge or a hotel, that was not seedy or sad?
When was the last time you saw an Oyo board outside an Lodge or a hotel, that was not seedy or sad?
If they are so awesome or successful as they say they are, why aren't more midsized Lodge operators flocking to the brand? It's a win win for them.
But they aren't.
That itself is a huge red flag..
But they aren't.
That itself is a huge red flag..
3 years ago, if you drove thru a tier 2 or a 3 town, you could see at least 5 OYO boards on the main road.
Now you see hardly one. That is a telling statistic.
Sometimes, in too much analysis, we miss some simple evaluation techniques to determine if a company is worth it.
Now you see hardly one. That is a telling statistic.
Sometimes, in too much analysis, we miss some simple evaluation techniques to determine if a company is worth it.
OYO IPO is following the greater fool theory.
But here, you are the greater fool. Be careful before you invest.
PP waterballs had more potential than this train wreck..
But here, you are the greater fool. Be careful before you invest.
PP waterballs had more potential than this train wreck..
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