Profit Idea : Knowledge is Profit
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Profit Idea : Knowledge is Profit
2.75K subscribers
Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_amazon-cashflow-ltv-activity-7351877227665346560-SZbm?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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Amazon Prime: The Ultimate Cash Flow Machine | Varun Aggarwal
Amazon Prime: The Ultimate Cash Flow Machine
(Focus: Negative Working Capital & Ecosystem Lock-in)
"Walmart sells groceries.
Target sells home goods.
But Amazon Prime?
It sells membership before you even buy.
Here’s the genius:
~ You pay $139/year UPFRONT.…
Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_amazon-cashflow-ltv-activity-7351877227665346560-SZbm?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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Amazon Prime: The Ultimate Cash Flow Machine | Varun Aggarwal
Amazon Prime: The Ultimate Cash Flow Machine
(Focus: Negative Working Capital & Ecosystem Lock-in)
"Walmart sells groceries.
Target sells home goods.
But Amazon Prime?
It sells membership before you even buy.
Here’s the genius:
~ You pay $139/year UPFRONT.…
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Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_tata-steel-ltd-one-of-the-worlds-leading-activity-7351918768819752960-37cF?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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Tata Steel Ltd., one of the world’s leading steel producers, has made a capital infusion of $125.25 million into its wholly owned…
Tata Steel Ltd., one of the world’s leading steel producers, has made a capital infusion of $125.25 million into its wholly owned subsidiary, T S Global Holdings Pte Ltd, based in Singapore. This investment is part of a broader $2.5 billion global business…
Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_upi-fintech-indiastack-activity-7352171378483081218-tWkF?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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UPI: The Negative Margin Growth Hacker | Varun Aggarwal
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UPI: The Negative Margin Growth Hacker
(Focus: Loss-Leader Ecosystem Strategy)
Visa earns per swipe.
PayPal charges FX fees.
But UPI?
It pays banks to move money… to conquer a billion users
🇮🇳
🧠
The audacious playbook:
➡️
Zero MDR (merchant fees) = explosive…
Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_tesla-fsd-recurringrevenue-activity-7352306673253801985-Twxo?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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Tesla’s Full Self Driving (FSD): The Subscription Dream Deferred | Varun Aggarwal
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Tesla’s Full Self Driving (FSD): The Subscription Dream Deferred
(Focus: Recurring Software Revenue on Hardware Margins)
Toyota sells cars.
Ford sells trucks.
But Tesla FSD?
It sells a $12,000 promise per car
🧠
💰
The bet:
🔧
Every Tesla ships with…
Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_contributionmargin-uniteconomics-profitability-activity-7352547376894545920-ruab?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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A D2C founder proudly says, Our gross margin is 70%! | Varun Aggarwal
A D2C founder proudly says, Our gross margin is 70%!
💰
On paper, it sounds amazing — a cash-printing machine.
But in reality? They're losing money on every single order.
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Why?
They're confusing Gross Margin with Contribution Margin — and that's a costly…
Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_mishra-dhatu-nigam-has-secured-a-6000-cr-activity-7352940864345706498-N15U?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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Mishra Dhatu Nigam Has Secured a ₹6,000 Cr Superalloy Supply Contract with HAL, Strengthening India’s Indigenous Aerospace Initiative.…
Mishra Dhatu Nigam Has Secured a ₹6,000 Cr Superalloy Supply Contract with HAL, Strengthening India’s Indigenous Aerospace Initiative. Mishra Dhatu Nigam Limited. Hyderabad-based public sector enterprise MIDHANI, operating under the Ministry of Defence, has…
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Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_capgemini-acquires-wns-for-33-billion-to-activity-7353076796956831745-Cs2c?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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Capgemini Acquires WNS for $3.3 Billion to Expand AI Capabilities | Varun Aggarwal
Capgemini Acquires WNS for $3.3 Billion to Expand AI Capabilities
French IT services leader Capgemini SE has announced its acquisition of WNS Global Services in a transaction valued at $3.3 billion, marking one of the largest BPM deals in recent years. The…
Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_workingcapital-cashflow-corporatefinance-activity-7353346470298767360-DTiQ?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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A fast-growing online brand just launched a new collection. | Varun Aggarwal
A fast-growing online brand just launched a new collection.
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Products are flying off the virtual shelves.
🛒
But behind the scenes? There's trouble.
They paid their suppliers 60 days ago.
Thanks to COD and payment cycles, they’ll only see cash 30 days from…
Profit Idea : Knowledge is Profit
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Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_dronelogistics-indiagrowth-supplychain-activity-7353650596425486336-p4LP?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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Drone Logistics: India’s $3B Bypass Surgery | Varun Aggarwal
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Drone Logistics: India’s $3B Bypass Surgery
(Focus: Leapfrogging Physical Infrastructure Costs)
Blinkit promises 10-min delivery (with 15 riders/km²).
Amazon builds warehouses.
But Indian drone logistics?
It’s delivering vaccines and samosas through traffic…
Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_noidabased-developer-crc-group-has-unveiled-activity-7353776649152221186-qJ42?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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Noida‑based developer CRC Group has unveiled plans to invest approximately ₹1,500 crore (excluding land cost) in an ultra-luxury…
Noida‑based developer CRC Group has unveiled plans to invest approximately ₹1,500 crore (excluding land cost) in an ultra-luxury residential development named CRC The Peridona, located within the Jaypee Greens Golf Course in Greater Noida.
Spread over seven…
Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_saudi-aramco-is-nearing-a-major-financing-activity-7354021521155125250-gUkO?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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Saudi Aramco is nearing a major financing agreement to raise approximately $10 billion from a consortium led by BlackRock for its…
Saudi Aramco is nearing a major financing agreement to raise approximately $10 billion from a consortium led by BlackRock for its ambitious Jafurah gas project. The initiative marks a continuation of Aramco’s strategic infrastructure-model, where investors…
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Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_tilaknagar-industries-ltd-best-known-for-activity-7354371766858780672-HpSF?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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Tilaknagar Industries Ltd., best known for its leading Mansion House brandy, has signed a definitive agreement to acquire the Imperial…
Tilaknagar Industries Ltd., best known for its leading Mansion House brandy, has signed a definitive agreement to acquire the Imperial Blue whisky business from Pernod Ricard India for an enterprise value of ₹4,150 crore ($500 million), marking one of India's…
Profit Idea : Knowledge is Profit
https://www.linkedin.com/posts/anaadiprofessor_apple-serviceseconomy-recurringrevenue-activity-7354563835493601287-9gso?utm_source=share&utm_medium=member_ios&rcm=ACoAAAJ5q8cBm3eIOnS2Tzy1rgYzqr19aQVP3VA
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Apple’s Services: The Invisible Margin Multiplier | Varun Aggarwal
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Apple’s Services: The Invisible Margin Multiplier
(Focus: Monetizing Installed Base & High-Margin Recurring Revenue)
Samsung sells phones.
Sony sells headphones.
But Apple Services?
It monetizes your devotion
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📱
The pivot moment:
📉
iPhone growth slows…