u/Extension-Visit-6298

Everyone's focused on the wrong metric.

The quick commerce debate in India is always about unit economics — dark store capex, delivery costs, CAC, whether 10-minute delivery is actually sustainable. That's the wrong frame entirely.

Here's what's actually being built:

>Every order placed on Blinkit tells them: this household, at this pincode, at 9pm on a Tuesday, ran out of atta and needed it in 10 minutes. Multiply that across ~1 million daily orders on Blinkit alone - SKU level, pincode level, timestamped. That's not a grocery business. That's a real-time demand graph of urban India - more granular than anything Nielsen, Kantar, or any FMCG company has ever had access to.

The FMCG companies know this. Which is why Blinkit's ad revenue grew 220% YoY in Q3 FY24 - more than double the rate its own orders grew. The three platforms collectively now do ₹3,000–3,500 crore in annual ad revenue, delivering 1.5-2x better ROAS than Meta or Google. They're not selling you groceries. They're selling HUL the ability to intercept a household the exact moment it adds a competitor's shampoo to its cart. Zepto literally has a product for this - they call it "Swap and Save."

The data moat compounds quietly while everyone argues about delivery margins.

Here's the asymmetric bet: if quick commerce consolidates to 2 players (likely), whoever owns the demand graph owns FMCG pricing intelligence in India for the next decade. Blinkit's revenue streams already explicitly list "data insight services for brands" as a separate product line. This isn't a future thesis - it's already being monetized.

Zomato acquired Blinkit for ₹4,447 crore in 2022. Goldman Sachs now values it at $10.5–13 billion. In Q1 FY26, Blinkit's net order value surpassed Zomato's own food delivery business for the first time.

They bought a grocery app. They may have accidentally bought India's most valuable consumer demand dataset - at the price of a mid tier startup.

>!Delivery is the loss leader. The data is the business. What do you think?!<

Spent some time thinking about what actually drives long term wealth creation beyond the usual finance advice.

Most investing visuals focus only on returns or stock picking. But after studying market cycles, investor behavior, and compounding over time, it feels like enduring wealth is really an interaction between four systems:

1. Capital

2. Time

3. Behavior

4. Edge

The interesting part is that weakness in any one of them eventually breaks the whole system.

You can have:

- capital without behavior and blow up

- edge without time and never compound

- time without capital and move too slowly

- intelligence without survivability and never stay in the game long enough

So I tried mapping investing as a systems problem instead of a returns problem. Curious where people here would disagree.

Been going down a rabbit hole on momentum investing for a while now. The research is pretty compelling, stocks that have outperformed over the past 6–12 months tend to keep outperforming for a few more months. This has been replicated across 40+ markets including India. Yet most of us still invest based on tips, news or vibes.

So I tried building something simple around this - Pick Momentum. Think of it as an experiment more than a finished product.

What it does:

1. Scans the full Nifty 500 universe monthly
2. Ranks stocks across 4 strategies: Classic Momentum, Risk-Adjusted Momentum (Barroso & Santa-Clara), Dual Momentum (Antonacci), and 52-Week High (George & Hwang)
3. Outputs a 15-stock portfolio with suggested allocation and share quantities
4. Tracks month-on-month rebalancing & tells you what to buy, hold, and exit
5. Has a market regime filter (Nifty 50 vs 200-DMA) so you're not deploying in a downtrend

The whole rebalancing workflow takes about 10 minutes at. It's free, no login, runs on Streamlit for now - link in comments (don't want to get flagged for self-promo).

I'm also attaching a strategy guide that covers the academic research behind each strategy if anyone wants to go deeper.

Honest caveat: this is not investment advice, past performance of these strategies doesn't guarantee anything, and momentum crashes are very real. Please do your own research before putting real money behind any of this.

Curious what the community thinks. Has anyone here run systematic momentum strategies on Indian stocks? What's been your experience?

Been going down a rabbit hole on momentum investing for a while now. The research is pretty compelling, stocks that have outperformed over the past 6–12 months tend to keep outperforming for a few more months. This has been replicated across 40+ markets including India. Yet most of us still invest based on tips, news or vibes.

So I tried building something simple around this - Pick Momentum. Think of it as an experiment more than a finished product.

What it does:

1. Scans the full Nifty 500 universe monthly
2. Ranks stocks across 4 strategies: Classic Momentum, Risk-Adjusted Momentum (Barroso & Santa-Clara), Dual Momentum (Antonacci), and 52-Week High (George & Hwang)
3. Outputs a 15-stock portfolio with suggested allocation and share quantities
4. Tracks month-on-month rebalancing & tells you what to buy, hold, and exit
5. Has a market regime filter (Nifty 50 vs 200-DMA) so you're not deploying in a downtrend

The whole rebalancing workflow takes about 10 minutes at. It's free, no login, runs on Streamlit for now - link in comments (don't want to get flagged for self-promo).

I'm also attaching a strategy guide that covers the academic research behind each strategy if anyone wants to go deeper.

Honest caveat: this is not investment advice, past performance of these strategies doesn't guarantee anything, and momentum crashes are very real. Please do your own research before putting real money behind any of this.

Curious what the community thinks. Has anyone here run systematic momentum strategies on Indian stocks? What's been your experience?

Been going down a rabbit hole on momentum investing for a while now. The research is pretty compelling, stocks that have outperformed over the past 6–12 months tend to keep outperforming for a few more months. This has been replicated across 40+ markets including India. Yet most of us still invest based on tips, news or vibes.

So I tried building something simple around this - Pick Momentum. Think of it as an experiment more than a finished product.

What it does:

1. Scans the full Nifty 500 universe monthly
2. Ranks stocks across 4 strategies: Classic Momentum, Risk-Adjusted Momentum (Barroso & Santa-Clara), Dual Momentum (Antonacci), and 52-Week High (George & Hwang)
3. Outputs a 15-stock portfolio with suggested allocation and share quantities
4. Tracks month-on-month rebalancing & tells you what to buy, hold, and exit
5. Has a market regime filter (Nifty 50 vs 200-DMA) so you're not deploying in a downtrend

The whole rebalancing workflow takes about 10 minutes at. It's free, no login, runs on Streamlit for now - link in comments (don't want to get flagged for self-promo).

I'm also attaching a strategy guide that covers the academic research behind each strategy if anyone wants to go deeper.

Honest caveat: this is not investment advice, past performance of these strategies doesn't guarantee anything, and momentum crashes are very real. Please do your own research before putting real money behind any of this.

Curious what the community thinks. Has anyone here run systematic momentum strategies on Indian stocks? What's been your experience?