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Awed by the beauty of stocks. Smitten by Economic Moats. I, Invest.

CapitalMarketS
Joined October 2014
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#RBA profitable on standalone basis, 155 mil rs, first ever. #RestaurantBrandsAsia #RestaurantBrandsAsiaLimited
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RBA Turning around...... Few performance parameters have been accomplished well ahead of time BK indo shows signs of change in direction Popeyes needs some grinding #RBA #RestaurantBrandsAsia #RestaurantBrandsAsiaLimited
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Stock today trades at +19%
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Ambition, Scale, execution at its best
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Got to inspire and motive yourself, no one is going to do it for you
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Value Propositions retweeted
A new shot literally regrows knee cartilage. Researchers at Stanford Medicine have identified a novel strategy to regenerate articular cartilage in knees and potentially prevent or treat osteoarthritis (OA). The method targets 15-hydroxyprostaglandin dehydrogenase (15-PGDH), an age-related enzyme—or "gerozyme"—that accumulates in aging tissues and drives degeneration. In aged mice, small-molecule inhibitors of 15-PGDH, delivered systemically or via intra-articular injection, promoted cartilage thickening and regeneration of functional hyaline articular cartilage. This occurred without recruiting stem or progenitor cells; instead, existing chondrocytes underwent transcriptional reprogramming to a youthful state, with reduced populations of inflammatory and hypertrophic/degradative cells and expanded matrix-producing articular chondrocytes. The inhibitors also reversed natural age-related cartilage thinning, improved joint function, and—when administered after simulated ACL injuries—strongly mitigated post-traumatic OA progression and associated pain. Human OA cartilage explants from total knee replacements responded similarly in vitro, showing decreased degradation markers and evidence of new articular cartilage formation. Given that an oral 15-PGDH inhibitor has already completed Phase 1 safety trials for age-related muscle atrophy, the findings open a path toward disease-modifying, regenerative therapies that could delay or obviate the need for joint replacement surgery. [Agarwal, P., Su, S., Ancel, S., et al. (2025). Inhibition of 15-hydroxy prostaglandin dehydrogenase promotes cartilage regeneration. Science. DOI: 10.1126/science.adx6649]
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Value Propositions retweeted
Inspira Global has secured ₹1,800 crore in private credit financing to acquire a controlling stake in Restaurant Brands Asia, the operator of @BurgerKing India. Read more: shorturl.at/gjYfu #BurgerKingIndia #RestaurantBrandsAsia #InspiraGlobal #QSR #FoodService
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Major developments in #RBA #RestaurantBrandsAsia will have a pivotal day today The new promoter steps in as today is the last day of the tender offer Thus the 2nd highest volume in the counter today since listing with a 35% delivery percentage This is going to be a very good deal With a clear 2-3x in the next 2-3 years This is not a PE firm this is patient promoter level capital This company is no turnaround its already doing well with just turnaround needed in Indonesia’s biz This is the opportunity and it will get re-rated Also a 5000 cr company with no leverage gets acces to 1500 cr cash + 60% promoter holding so the float gets fixed At 70 Youre buying into a low risk high reward play for the next 3 years The only risk is execution of the new promoter and whether he can remove the losses in Indonesia biz Disc: Invested and actively tracking since 6 months Do your own due diligence
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teapawt.org/ValuePropp/status/1498… Some of my discomfort with LIC's strategic decisions have manifested themselves. #LIC #LICIPO
LIC has an inherent moat that is derived from it's origins and promoter shareholder - President of India, through Ministry of finance, GoI Blind trust by citizens especially rural ones is backed by belief, that it is a govt backed institution, not any more. it's private #LICIPO
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Value Propositions retweeted
LIC has an inherent moat that is derived from it's origins and promoter shareholder - President of India, through Ministry of finance, GoI Blind trust by citizens especially rural ones is backed by belief, that it is a govt backed institution, not any more. it's private #LICIPO
Philosophy at Nalanda
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Internet stocks, abyss
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Tech boom and bust - M&A
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M&A's have a high probability of value destruction
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Will history rhyme?
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