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Ep-268 | IT Employee Rs 100 Cr, Mutual Fund Strategy

Original: Ep-268 | ๐ŸŸข IT Employee 100 cr, Mutual Fund Strategy

102.9K views ยท Apr 05, 2026 ยท 29:54 min ยท Watch on YouTube โ†—
Takeaway

Travel Food Services has a defensible airport-QSR moat via Adani/GMR JVs and is a strong long-term compounder.

Summary

  • Deep-dive on Travel Food Services Limited: 26% market share in airport QSR with 494 outlets
  • Operates at 19 airports across India, Malaysia, Hong Kong via JVs with Adani and GMR airports
  • Runs 140 brands including 46 own brands and 94 partner brands like KFC, Pizza Hut, Subway
  • Entry barriers from airport clearances and JV structures protect against new competitors
travel-food-servicesairport-qsrmoat
Original description 
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00:00 High Quality Stock that market has not Identified yet 
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06:52 Better to add this funds? 
09:54 Right time to buy Water Stocks?
11:29 Best Performing ETF
12:57 Defence Stock with interesting Product 
20:46 IT Employee - 100Cr Mutual fund Strategy 
23:01 Sunday Funday
23:44 Stocks that benefit from War
27:30 Power and Renewable Energy funds

Thanks for watching.
Team Money Purse

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