Nuggets of a Neophile

Disclaimer:  This blog is  not   intended to provide  any form of investment advice   and is strictly for personal and academic 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! FY'26 : A STORY OF GREAT INCONSISTENCIES This quarter IHCL achieved more than 80% occupancy in the city of dreams, Mumbai. Kolkata stood at 83%, and EBIDTA jumped 16%! Sounds like an absolute dream until one realizes that the RevPAR grew by a sad 2% figure, begging the question of what really happened here. Yet, this question wouldn't be so difficult to answer. Against the backdrop of a Pahalgam attack, fierce retaliation from the Indian military via Operation Sindoor, a full blown warfare between Iran and Israel, and mysterious flight crashes across multiple airline...

Disclaimer:  This blog is  not   intended to provide  any form of investment advice   and is strictly for personal and academic 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! IHCL'S SEPTEMBER 2025 CONCALL ANALYSIS ! This article intends to answer 2 basic questions: 1) IHCL has invested 204 crores into Clarke Hotels and Resorts at a 12X EBIDTA valuation. Why? 2) How will this 204 CR be put to use? WHY INVEST INTO CLARKE HOTELS? One word: Ginger! MID MARKET HOTELS Ginger is IHCL's very own lean luxe segment. Lean luxe segment is the mid market hotels, which are classy and business chic. If you read our previous post , you'd know that several Tier 2 and Tier 3 cities in India are experiencing strong digital penetration, and a hybrid work cul...