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Manish Singh

@refsrc

http://indiadispatch.com/about

Digital brokers' customer acquisition costs have roughly doubled in recent years. About a third of the user base overlaps across Zerodha, Groww and AngelOne, per former chief growth officer of AngelOne. A healthy lifetime value ratio is 3.5-5x, with 5-7x considered excellent.

refsrc's tweet image. Digital brokers' customer acquisition costs have roughly doubled in recent years. About a third of the user base overlaps across Zerodha, Groww and AngelOne, per former chief growth officer of AngelOne.

A healthy lifetime value ratio is 3.5-5x, with 5-7x considered excellent.

Manish Singh podał dalej

Yeah… people never believe me when I say things like this.. 👇🏻

Broking business has become so competitive, the only way I can survive now is to get Trump & Elon on a podcast 🥲



RBL Bank has a credit card to debit card ratio of 272%(?!)

refsrc's tweet image. RBL Bank has a credit card to debit card ratio of 272%(?!)

Manish Singh podał dalej

NRIs transferring funds using stablecoin firms, please be careful on FEMA regulations. This seems dangerous for Indian sovereignty and while the companies will change their models eventually, you can still be traced by an agency asking how the dollars came to India without using…


Bernstein: "Our industry discussions confirm that Meituan leadership is indeed visiting India right now and has sought (and is doing) meetings with some of the firms who lead internet based business models in India."

refsrc's tweet image. Bernstein: "Our industry discussions confirm that Meituan leadership is indeed visiting India right now and has sought (and is doing) meetings with some of the firms who lead internet based business models in India."

Manish Singh podał dalej

🚨 [EXCLUSIVE] IPL franchise Lucknow Super Giants are in advanced talks with a UK-based investor group for a $200 million minority investment that values the team at about $1.3 billion.


Rapido now has almost double Uber's monthly active users on Android and nearly triple Ola's - Sensor Tower, Citi

refsrc's tweet image. Rapido now has almost double Uber's monthly active users on Android and nearly triple Ola's - Sensor Tower, Citi

WeWork India generates materially higher revenue per square foot and per seat than rivals.

refsrc's tweet image. WeWork India generates materially higher revenue per square foot and per seat than rivals.

Manish Singh podał dalej

"The longer your memos, the less likely they are to be read by men who have the power to act on them." - David Ogilvy


Hours of work needed by India's "urban affluent" and median U.S. households to buy big-ticket durables and travel.

refsrc's tweet image. Hours of work needed by India's "urban affluent" and median U.S. households to buy big-ticket durables and travel.

PPFAS assets have surged from $70m to $16b over the last 10 years

refsrc's tweet image. PPFAS assets have surged from $70m to $16b over the last 10 years

Groww is now a $10.5 billion company, up 50% on issue price in less than two days.

refsrc's tweet image. Groww is now a $10.5 billion company, up 50% on issue price in less than two days.

Manish Singh podał dalej

One of those founder teams that is widely liked in the ecosystem. Most founders and investors are genuinely happy for Groww.

Today we celebrate Team @_groww often called the Charles Schwab or Robinhood of India — now the largest stock brokerage platform in the country, built in just 5 short years. 🇮🇳📈 Lalit, Harsh, Ishan, and Neeraj started Groww after leaving Flipkart in 2016 with one goal: make…

anuhariharan's tweet image. Today we celebrate Team @_groww often called the Charles Schwab or Robinhood of India — now the largest stock brokerage platform in the country, built in just 5 short years. 🇮🇳📈

Lalit, Harsh, Ishan, and Neeraj started Groww after leaving Flipkart in 2016 with one goal: make…


US and India have delivered higher return on equity than most markets globally since 2016

refsrc's tweet image. US and India have delivered higher return on equity than most markets globally since 2016

Manish Singh podał dalej

When it comes back the next time we will show the still unfinished Ejipura flyover instead.

Goodbye Comet Lemmon. See you again in 1,155 years. ☄

fascinatingonX's tweet image. Goodbye Comet Lemmon. See you again in 1,155 years. ☄


Jefferies has raised its valuation of Reliance Jio to $180 billion

refsrc's tweet image. Jefferies has raised its valuation of Reliance Jio to $180 billion

A key threat to India's food delivery "cash machine" isn't competition, but generic GLP-1 drugs set for genericization in mid-2026, writes Bernstein. The target consumer for these drugs is the same "power user" profile that drives the food delivery business.

refsrc's tweet image. A key threat to India's food delivery "cash machine" isn't competition, but generic GLP-1 drugs set for genericization in mid-2026, writes Bernstein.

The target consumer for these drugs is the same "power user" profile that drives the food delivery business.

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