A Deep-Dive Thread on #RateGain 🧵🧵. Let's go!
Have you heard about the movie - The Bucket List? Jack Nicholson & Morgan Freeman portray the amazing story of two travelers in their final years, The main plot follows two terminally ill men on their road trip
Have you heard about the movie - The Bucket List? Jack Nicholson & Morgan Freeman portray the amazing story of two travelers in their final years, The main plot follows two terminally ill men on their road trip
with a wish list of things to do before they finally say goodbye to the world. No, this thread isn't about that movie, but decoding a company that's enabling the world's incessant desire to TRAVEL, especially that's in Turbo mode after the world being locked up for 2 years...
Hotels are striving hard to optimize costs, improve RoI and reduce the CAC (customer acquisition cost) by generating direct revenue through metasearch platforms, RateGain finds itself in a sweet spot - with its Tech stack offering.
#Vision
#Vision
#AI & #ML at the core to help RG's customers acquire guests, retain them and expand on their wallet share.
Notes from the #IPO. Remember #OMICRON was prevalent when it came to IPO, in spite of 17 Times Subscription, it was listed at a Discount.
To me what struck was -The promoter had diluted just 10% during the IPO, bringing his stake from 65% to 55%. Still retaining #SkinInTheGame
To me what struck was -The promoter had diluted just 10% during the IPO, bringing his stake from 65% to 55%. Still retaining #SkinInTheGame
Let's understand their Business: It has 3 Major verticals, and 10+ products across these Verticals.
-MarTech
-Distribution
-DaaS
Note they have been on an Acquisition spree, thus expanding their offerings over the last few years.
#Verticals
-MarTech
-Distribution
-DaaS
Note they have been on an Acquisition spree, thus expanding their offerings over the last few years.
#Verticals
MarTech is slated to become 50% of Revenue soon. As of #Q1FY23, it contributes 41% of Revenue.
#MARTECH
#MARTECH
Distribution & DaaS has also seen good traction . Its the combination of these 3 Services , that's a MOAT hard to beat .
#DaaS #distribution
#EXPEDIA has been a client for the last 17 Yrs!
#DaaS #distribution
#EXPEDIA has been a client for the last 17 Yrs!
Q1 which is traditionally weak did see some dip, but the aggressive growth trajectory of 30% continues... do check the last point on Margins :)
#Q1FY23 #GrowthMode #RateGain
#Q1FY23 #GrowthMode #RateGain
Ending the thread with these words from the FOUNDER - BHANU CHOPRA.
Disc-I invested yesterday at 300levels and sharing my thought process just for education purpose, please do not treat this as a Recommendation.
If you like what you read, do consider Following Me #MadAboutStocks
Disc-I invested yesterday at 300levels and sharing my thought process just for education purpose, please do not treat this as a Recommendation.
If you like what you read, do consider Following Me #MadAboutStocks
Lastly some of the reasons i bought.
The last point is a classic #ANCHORING Bias, I would give very little weightage to the PRICE, and hence it's the last point.
Trivia - Bhanu Chopra has a Double degree in Comp. Science & Finance( What a combo !) from Indiana University.
The last point is a classic #ANCHORING Bias, I would give very little weightage to the PRICE, and hence it's the last point.
Trivia - Bhanu Chopra has a Double degree in Comp. Science & Finance( What a combo !) from Indiana University.
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