Two Wheelers

Bet on BET

Rajiv Bajaj, MD of Bajaj Auto Ltd : “Indian two-wheeler companies are not lightweight as some start-ups might like to think. Instead of betting on start-ups he would bet on BET (Bajaj, Enfield, TVS)

Source : Business Standard

Trading Volumes at Record Highs

Source : Business Standard

Linkfest: 06 October, 2022

Some stuff I am reading today morning:

India is now the largest producer & consumer of sugar (BT)

Dip in external demand hits exports (Rediff)

‘Offer for Sale’ mechanism to get mega boost (BS)

Why is Mukesh Ambani batting for a stronger BSNL? (BW)

Havells’ fiery risk taker (Fortune)

Company: Gyan Dairy (Forbes)

Company: Senco Gold (BI)

The Witch of October is here (CFA Institute)

Political Risk & why we don’t invest in China (Massif)

Aave: The Crypto Conglomerate (The Generalist)


Mega Trend: Pet Care

The positive effect of the pandemic is even more pronounced in Pet Care than in coffee because the number of pets has increased significantly in almost all major markets.

My own household gives you the best example: We went into the pandemic with one dog and came out with two – a growth rate of 100% (laughs)!

In addition, the two growth drivers that prevailed before the pandemic remain intact: In emerging markets, we are seeing a shift from feeding pets food waste to dedicated feed, which is more hygienic and healthier for the animal.

This trend is accompanied by rising middle-class affluence.

In developed markets, we are benefiting from the long-term trend toward premiumization: higher-quality pet food with scientific formulations that are tailored to the pet’s needs. There is no end in sight to these trends.

-Said by Nestle CEO Mark Schneider


Linkfest: 05 October, 2022

Wishing readers a very Happy Dussehra

Some stuff I am reading today morning:

Govt approves 26,000 Cr to install 25,000 mobile towers (FE)

How Bank of England threw markets a lifeline (Reuters)

Why Indian Bond Investors are laughing all the way to the bank (Forbes)

Elon Musk to proceed with Twitter acquisition (Rediff)

Stock Talk: Alkyl Amines (Fortune)

Thread: The Grand Lies of Gland Pharma (Beat The Street)

Interview with Mark Schneider, Nestle CEO (The Market)

2 Big Mistakes you make by being a cheapskate (Mohnish Pabrai)

Investors should always ‘average in’ on whats unloved (Rob Arnott)

Softbank: Twilight of an Empire (The Generalist)