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ZappChai
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Feb 27, 20203 min read
Can Sula's canned wine succeed in India?
The can enhances both approachability and convenience, effectively increasing the market size for wine. With prior success in the West...
Feb 26, 20203 min read
Why is Wall Street going to Main Street?
A stable revenue source, cheap financing, and cross-sell opportunities increase Main Street attractiveness.
Feb 25, 20203 min read
Why did Coursera start an annual fee model?
Pricing indicates value unlocking motive instead of a pivot to recurring revenue
Feb 24, 20203 min read
What killed Victoria’s Secret?
Lower allure of sexual marketing, new DTC entrants, rise in online shopping, and failure to enter new categories hurt VS.
Feb 22, 20203 min read
Special Update - What were the key themes in Warren Buffett's shareholder letter?
Retained earnings, succession at Berkshire, trends in Boards, and acquisitions - top themes in 2019 Berkshire shareholder letter
Feb 21, 20204 min read
What are the implications of the LIC disinvestment?
Bailouts of govt assets, social schemes hurt LIC. Value migration & improved governance possible themes.
Feb 20, 20203 min read
Could enhancing auditor independence in India backfire?
High dependence on consultancy fees, potential inability of smaller firms to maintain audit quality standards could hurt all parties.
Feb 19, 20203 min read
What the new SEBI regulations for PMS mean for you?
SEBI's latest circular pushes PMS towards greater transparency, lower fees, and greater disintermediation.
Feb 18, 20203 min read
What is the business model for HDFC Diners Black card?
Non 10x usage & partial redemptions, combined with fees, interest, and high interchange helps Diners.
Feb 17, 20203 min read
How can India defend against tariff cuts on milk & poultry?
Indian dairy support 10cr+; Not competitive vs developed market peers; Consumption patterns & feed idiosyncrasies help.
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