Spyke

Suzlon looking like a good long term hold

To those who don't know. Suzlon Energy is one of the leading wind turbine manufacturers in the country.

Recently they got a substantial order from Torrent Power for its new 3 MW series wind turbine that is going to put 100 wind energy generators with a Hybrid Lattice Tubular tower and 3MW rating each in Karnataka. Expect a lot more orders like in the coming years. Just last month they also got a 69 MW order from Nordic Energy company.

Already made a sizable profit in the last few weeks with the price rallying up.

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I feel our online food ordering industry has grown artificially and will fail in the coming years

Zomato, Swiggy are the main ones. But I had even read about american brands like doordash.

Last month swiggys validation was dropped from $8B to $5B.

Here's why I feel both companies will die at some point or they will increase their commissions drastically and see a huge loss in revenue. (Maybe they will finally become profitable)

  1. Have you ever checked the price of a meal you want to buy on both Swiggy and Zomato to see which one is cheaper? Once you realize which one is cheaper it's a race to the bottom for whichever will sell 1rs cheaper than the other..

  2. 50% off is unsustainable. There is no free food. Someone has to pay for it. When they stop these discounts they will see orders drop by even 70% I feel.

  3. Investors have pumped money to artificially grow a business who's business model is not valid or sustainable.

But eventually if only 1 survives then they will probably stop the discounts and focus more on profitability.

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Hear me out

Just saw the movie limitless. The character takes a pill which makes him a genius and he instantly becomes a pro at stock trading. He notices details from just analysing merger details and stuff.

If someone has higher iq they will probably do much better at stocks right?

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The Bangalore startup culture has learnt the wrong lessons from its American counterpart

There is this superficial, short-term approach to business that's been trending among our blr startup’s.

The "3 years mey unicorn exit" mentality that's taken over Bengaluru over the last few years.

I have nothing against aiming for rapid growth and making it big. As someone who has built his own business over the past decade I see a big differences in attitudes towards building a business today.

Success is a marathon, not a sprint. Good entrepreneurs have their eyes on the cashflow, knowing that they'll never truly free even after 20 - 30 years.

Meanwhile, Bangalore's startup scene is impatient, with founders wanting to create the next Flipkart overnight. This 'unicorn exit' culture, borrowed from the US ecosystem, is driven by the obsession with quick exits rather than creating something of value.

Everyone wants to be a millionaire and retire the first chance they get.

This mentality is not sustainable. It's about creating value for your customers, employees, and the larger community.

It's about building a legacy and a sustainable business model that can stand the test of time.

India has the potential to lead the world with our entrepreneurs . Good things take time, and we should we prepared to give it all we've got.

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