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Hi- Thanks for sharing.

Sahil stands out – clear thinking, easy to hear, and imparts knowledge without giving cognitive load. The intent of the management to be the lowest-cost and multi-service player stands out. Considering the huge opportunity size, management’s focus on high growth seems the right approach when money is not a constraint.

The underscored profitability metric (adjusted EBITDA) seems lousy due to the consideration of ‘Actual lease rent paid’ to bring this number in black. Why such a rush, I wonder? EBITDA is accrual based since both revenue and expenses are accrual-based. And, adjusted EBITDA should be derived using the same principle. May be an invisible pixel in the bigger picture.

Henceforth, I will track actively.

Thanks once again for your generous responses.