Categories
Two Wheelers

Disruption in 2 Wheeler Space

Real possibility of Ola Electric doing a Jio here

Source : Kotak Research
Categories
Chart

ITC: FMCG a 20 Year Story

Source: Morgan Stanley Research
Categories
Links

Linkfest: 18 March, 2021

Some stuff I am reading today morning:

CBI registers corruption case against Mondelez India (BS)

How India’s first container terminal hub failed (Fortune)

Why in the world would you own Dollar Debt? (Ray Dalio)

Why Clubhouse is going to fail (Shaan Puri)

Nintendo: Switching the business model (Asymmetric)

A cab driver and his 10 years 15% returns (Basu Nivesh)

Are your Mutual Funds really safe? (Subramoney)

Get rich Vs stay rich (Blair Belle Curve)

Cathie Wood: A Tech Investor doing God’s work (Digit Patrox)

How an online article on real money gaming landed Vishal Gondal in a legal mess (MC)

Categories
IPO Tweets

The IPO Financing Game

Categories
Realty

The most important asset class in the world

Source : WSJ