Abhishek Zaware Smart Bytes

Accor, A French group owned G6/M6 earlier. They sold to Blackstone for 1.9 billion USD in 2012.
Blackstone made profit of more than 1 billion over the years plus they also earned by selling some of the locations over the years.
Now Oyo acquired it at just 525 million USD. On valuation front price paid by Oyo seems to be fair.

M6 is budget hotel chain founded in 1962 and operating at 1500 locations in US and Canada. You can get M6 property at 100$ per night in New York. It’s that affordable and budget friendly. It doesn’t have great customer satisfaction reviews.

US Hospitality market is stagnated in terms of rates and occupancy both at present.

I will present more on valuation front after about one month.

Front Page of Today’s ET. Execution of these acquisitions is going to be key factor for valuation of Oyo to be re rated.

Special Situations Opportunity
https://youtu.be/VMCi_n8nYyE

Do watch entirely. Will help you to understand lot of concepts.

Be careful about Vedanta Group stocks.

Yen Carry Trade and Bangladesh Crisis
https://youtu.be/FtLNdeABDo0

https://youtu.be/i4HKAbuTzSg?feature=shared

Undiscovered Goldmine
https://youtu.be/f50J7UiZdWg

UK Elections and India UK FTA
https://youtu.be/bIk-qk5vb6I

Please read this Q & A from Concall of company. Management is answering as to how they are protecting their Margins, using escalation clause.

https://youtu.be/rjNsHGz7DE0?feature=shared

https://youtu.be/I-2izvs3izM?si=B7QciBqBG-e22d29

Safe Withdrawal Rate for Retirement
https://youtu.be/NAtAFXDQn6g

https://t.me/CAAbhishekZaware

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Session has started. You can join in from link that you would have received after registration.

Please note that there will be no physical event but only Live Webinar.
There are limits on number of participants so do register and join on time.

Thank you.

Register at https://generationalcapital.in/event/.

Due to overwhelming response and limited capacity at the chosen venue we have now decided to host a live webinar on Public markets, Venture Capital Investment and Long Short Hedge Funds on Saturday, February 24th, from 6:30 pm to 8 pm.

This session is meant for High Net Worth Individuals as complex investment products are going to be discussed.

We will delve into the current market situation in both private and public markets. The session promises to be insightful, offering a great opportunity to gain a perspective from stalwarts or the industry.

Please note that I will not receive any commission or remuneration, directly or indirectly, should you choose to invest.

Seats are limited, so please register at the provided link as soon as possible. Register at https://generationalcapital.in/event/.

Thank you.

Regards,
CA Abhishek Zaware

In case your parents / family members / friends who are High Networth Individuals are interested in attending the session then please drop me personal message with details. I will share invite details.

Kindly note this is not open to students. It’s only for matured investors with equity mindset.

I have few passes left. Will be able to accommodate few.

Do discuss at home and then only drop me message.

Regards
Abhishek Zaware

Hello,
I have planned for educational and insightful session on Public markets, Venture Capital Investment and Long Short Hedge Funds Saturday, February 24th, from 5 pm to 7 pm.

This is for HNI Investors only.

We will delve into the current market situation in both private and public markets. The session promises to be insightful, offering a great opportunity to network.

*Following the session, there will be a networking meet and dinner.*

Our esteemed speakers include three fund managers: Mr. Satwik Jain, Mr. Mohit Gulati, and Mr. Rajesh Bhatia.

All are fund managers managing 1000’s of crores.

My goal is to raise awareness about private and public markets, valuations, etc., within among investors in Pune.

Looking ahead, I plan to establish a physical platform where investors from Pune can meet, exchange wisdom, clarify doubts on complex investment products, and foster meaningful discussions. Pune city currently lacks such forums.

Please note that I will not receive any commission or remuneration, directly or indirectly, should you choose to invest.

Thank you.

Regards,
CA Abhishek Zaware

https://x.com/adzaware/status/1756358762640617497?s=20