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Aug 16, 20203 min read
Why Basmati Rice stay immune to private label competition?
Private labels, by first principles, are the products manufactured by third party contract manufacturers for sale under a different brand...
Aug 13, 20202 min read
QIP 22 - A tale of oversubscribed QIPs
QIP, or qualified institutional placement, is a process through which firms raise capital via sale of shares to qualified institutional...
Aug 11, 20204 min read
Does Wikipedia Really Need Your Money?
If you have landed on Wikipedia to look-up some esoteric phrase last week, you might have come across this awkwardly emotional donation...
Aug 10, 20202 min read
Negative working capital on steroids: Understanding 1+1 and the DGCA directive
The airline industry, to put it mildly, is in a very tricky space. In May this year, we can covered a piece on the airline fare caps -...
Jul 30, 20202 min read
Hero's EV bet: Ather Energy
Tesla is taking most of the western world by storm, and is poised to get better on the back of its improved battery and autonomous cars....
Jul 29, 20202 min read
Concentrated single asset portfolios - Making sense of the Aditya Puri stake sale
Aditya Puri set to retire in October this year after a phenomenal stint was in the news over the weekend after he sold 95% of his holding...
Jul 27, 20202 min read
ITC insights - Do regulations strengthen the cigarette business moat?
By now you've probably heard a fair bit about the non-cigarette FMCG business of ITC. We've covered it in a fair amount of detail on our...
Jul 23, 20203 min read
The Oyofication of Kiranas - Why Jio Mart’s 48-hr transformation can be a game changer
In one of his most popular lectures, Oyo founder Ritesh Agarwal discusses how Oyo standardized not only the hotels they offered...
Jul 22, 20202 min read
Bugs to features - How airlines are channeling customer fear
Behavioral economics has shed the light of the principle of loss aversion where they say that the loss is much more powerful...
Jul 20, 20201 min read
The Uber Eats Postmates deal - Three is a crowd!
In today's post, we dig deeper into the Uber Eats Postmates deal, understand the competitive intensity in the US market and how the deal...
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