into Analytics, avid follower of Capital markets, love Travelling, Foodie, Movie Lover
Aug 26, 2023 • 9 tweets • 3 min read
#EurekaForbes A long-term opportunity on affordable Healthy Living theme. A bet on water & air purifiers, home cleaners, and other smart home devices. A lifetime of customer opportunity with AMC and consumables and a shift from unorganized to organized. (1/n)
The Water Purifier market opportunity in India, while there is stiff competition, #AquaGuard commands a premium market share and strong brand recall. (2/n)
May 16, 2023 • 8 tweets • 3 min read
#UgroCapital Shaping up nicely as the Data & Machine Learning backed MSME lender on focused sectoral lending. Have steered well through the difficult times of past few years in the NBFC/lending space
Have set up reasonable base for the Data powered differentiation
While the honorable #NCLT is pragmatic to squash the attempt of a marginal shareholder to derail a merger it has acted firmly on the true concerns
1/n
The court takes cognizance of the attempt of a marginal shareholder to acquire a minuscule stake in a public entity and an attempt to derail the broader interest of broader stakeholders in general. This would be a good reference for future cases as well.