Nuggets of a Neophile

Disclaimer:  This blog is not intended to provide any investment advise and is strictly for personal goals of reinforcing learning :) My intention is to summarize my readings for the day, and some of the facts I found most interesting. You can understand more about this concept in  this video . You can find the links to all articles cited hyperlinked within the article! LEMON TREE'S EARNINGS CALL REPORT - Q1 2025! Today's reading largely focussed on Lemon Tree , a hospitality chain based in India who largely cater to the economic and midscale market segments . They do have a few offerings to the premium segments as well, and their concall gave a fresh perspective into their growth prospects in India! STRATEGIC STRENGTHS OF Q1 1) Not holding back on CapEx The concalls clearly seemed to reflect a planned focus towards maximizing capital expenditures . Unlike Hilton's case, Lemon Tree has a large number of asset heavy hotel chains that is owned and operated by the company. Ho...

Disclaimer: This blog is not intended to provide any investment advise and is strictly for personal goals of reinforcing learning :) My intention is to summarize my readings for the day, and some of the facts I found most interesting. You can understand more about this concept in this video . You can find the links to all articles cited hyperlinked within the article! KPMG'S ANALYSIS REPORT FOR HOSPITALITY IN DUBAI Today's reading was indeed super eye opening and extremely exciting. Industry analysis reports always excite me, but seeing so much information compacted into a consize 17 pager, with such a nuanced structuring made it all the more intriguing! KEY FEATURES FUELING THE GROWTH IN DUBAI There were some interesting insights in this report on why it believes hospitality might be Dubai's next big thing: 1) Highly supportive political environment The D33 agenda of the Dubai government explicitly highlights its objective of making Dubai among the Top 3 superpowers when i...