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@vivekraju93
"Why is Tesla commanding such a high multiple over BYD Even though BYD sells more cars and is also expanding globally. Are the margins superiors Is it because Tesla FSD is superior and there's a large value attached to Tesla's robo-taxi/car opportunity" @vivekraju93 on X 2025-07-22 10:00:38 UTC 26.1K followers, 2697 engagements
"Was looking for the reasoning behind Blinkit's shift to inventory model. Question answered. They are at a good enough scale and repeat behaviour to make the working capital and margins work Also - it's only going to get harder for brands as Blinkit's stranglehold over assortment will only increase" @vivekraju93 on X 2025-07-21 10:56:43 UTC 26.1K followers, 3123 engagements
"Because most D2C businesses genuinely are not meant for VC (risk capital) That asset class is built to fund a specific kind of business - high gross margin scalable to large outcome within 5-7 yrs (that's the VC fund lifecycle) That doesn't mean a business not fit for VC is not a good business. It can raise other forms of capital if required. Many D2C founders are better off targeting strategics angels debt or RBF" @vivekraju93 on X 2025-07-17 05:08:09 UTC 26.1K followers, 13.4K engagements
"Also XX% ROCE expected on the inventory model business for Blinkit. In comparison Walmart Dmart are at 18-20%. Costco which is generally a great ROCE retail biz is at 27%" @vivekraju93 on X 2025-07-21 11:05:47 UTC 26.1K followers, XXX engagements
"Great piece. It is written from a products perspective but if you swap out products for values as in luxury values the explanation here still holds. Lot of luxury values adoption is also this kind of hollow chase for meaning beyond a certain level of wealth. Zero real world connection to the source issue" @vivekraju93 on X 2025-07-21 11:20:21 UTC 26.1K followers, XXX engagements
"B2B sales: Leads 📉📉📉 Coldplay concert with side chick: Leads 📈📈📈" @vivekraju93 on X 2025-07-21 15:10:27 UTC 26.1K followers, XXX engagements
"@davidu Already there in India Also Butter Chicken Pizza" @vivekraju93 on X 2025-07-21 08:07:46 UTC 26.1K followers, XX engagements