Categories
Startups

D2C: Jaldi Banega Arabpati

Source: Avendus
Categories
Excerpts

Akre on Management

Hat Tip : Cundill Capital

Categories
Links

Linkfest: 22 April, 2021

Some stuff I am reading today morning:

Maharashtra Covid crisis to intensify (BS)

Hero Motocorp focuses on electric mobility (BW)

Can Jio become India’s Tencent (Rohit Manchanda)

Facebook: The Bear Case (LT3000)

Context is underrated, Individuals are overrated (Anand Sridharan)

Can IBM CEO Arvind Krishna make the elephant dance again? (Forbes)

How Garry Tan converted $300K into $680 Million (Forbes)

Boo meets Lee (Investing By The Books)

Whats your money story? (Tony Isola)

5 Timeless investment lessons I’ve learned (David Booth)

Categories
MegaTrends

Mega Trend : India Financialization

Source : Investor Presentation of ICICI Securities Ltd
Categories
Startups

Evolution : India Online Food Delivery

Source : CLSA Research