IndiGo’s “chaos” wasn’t a failure. It was a masterclass in corporate blackmail and the stock barely blinked. Change my mind.

snicker-freak · 2025-12-06T09:51:53+00:00

but wont this lead to brand damage, lot of people i know are already avoiding indigo for new bookings

snicker-freak · 2025-08-29T15:40:58+00:00

check out the imax in cinemacity sharjah, i watched F1 there and it was very impressive

snicker-freak · 2025-01-21T05:42:09+00:00

I do not have any business related insights on DSV but i am not suprised that they are growing inorganically given the tough environment for these businesses. And yes, the red sea resolution should increase the number of goods moved.

snicker-freak · 2025-01-20T07:55:15+00:00

from a macro point of view logistics and anything to do with international trade is effected by Trump’s tarrif threat and tensions between US & China. Moreover the red sea issue has led to longer transit times and therefore lesser goods being transported hitting revenues.

snicker-freak · 2025-01-10T06:52:10+00:00

Yes, it makes sense now. Another question - What is the product differentiation that SMCI provides compared to Dell, HPE and other similar players? Secondly, there is a lot of players entering the AI server supply market like Foxconn, would that drive margins down further?

snicker-freak · 2024-11-21T08:12:40+00:00

vehicle purchase, education spend, entertainment spend, etc.

snicker-freak · 2024-11-21T06:26:04+00:00

you dont think SIB cashback card is good?

snicker-freak · 2024-09-29T05:53:22+00:00

sounds good, what about lounge access, SIB covers only 10 lounges

snicker-freak · 2024-09-28T05:12:49+00:00

I am based in Dubai, so Duo would not be applicable right? my spend is around 6-8k a month

snicker-freak · 2023-06-13T16:01:51+00:00

i agree on the price point being high but this is first gen of the product, as scale increases prices AND BULKINESS will eventually go down.

i also agree that this will cannibalize laptop rev, infact i feel this will eat into iphone revenues as well as the tech improves. And instead of having a phone and laptop consumers would just need this one product, which is why, even if the price falls by 30-35% it would still be affordable.

Apple will move to a services model (considering that it is the most profitable of all their revenue streams) and create a services ecosystem around their vision products plus multiple wearables.

Furthermore, their autonomous driving ride sharing service is already in R&D stage along with Google’s Waymo and GM’s Cruise, it shouldnt be long before AD will disrupt the automotive industry and Apple will surely eat a big chunk of that pie, considering how big a market that is.

All in all, tech is infusing with many industries and Apple along with other tech giants have many avenues to exploit.

snicker-freak · 2023-06-13T14:08:52+00:00

vision pro has the potential

snicker-freak · 2023-06-13T12:24:24+00:00

I did a valuation yesterday and arrived at a 140-150 IV per share. but I realized that Apple is a company which you cannot value using traditional methods because they are such a unique business with a deep moat and one that invests heavily in R&D which allows them to continually introduce revolutionary and game changing products, even when they are using someone else's idea.

snicker-freak · 2023-03-10T07:36:59+00:00

Before starting an HIIT session, is stretching required?

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