Programmatic acquirers treat M&A as a systematic, repeatable capability rather than a one-off event. Instead of pursuing large, transformative deals, they consistently acquire smaller, strategically aligned businesses at reasonable valuations and integrate them seamlessly into the...
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Airports, Industry, Infrastructure, Investing, Knowledge, Toll Bridge Businesses, Travel
From Toll bridge to Aerobridge – Business of Airports explained
In this presentation, Shantanu Bawari compares the business model of Airports to a “toll bridge”. He then provides an in-depth analysis of the airports’ operations, covering the key kinds of services, unique expenses and finally profitability. He also examines items one...
The Life-Science Tools & Diagnostics sector forms the essential infrastructure that powers modern drug discovery, development and clinical decision-making. It spans high-precision instruments, consumables, software and diagnostic platforms used by pharma, biotech, CROs, academic labs...
In this presentation, Shantanu Bawari compares the Indian stock exchange business model to a “toll bridge”. He then provides an in-depth analysis of the exchanges’ operations, covering their offerings and few unique expenses. He also examines the unit economics of key...
Business, Cyclical Business, Industry, Investing, Luxury, Retail
Luxury Retail: Investing in Indulgence
Luxury has always meant more than just products, it’s about desire, scarcity, and status. But can indulgence translate into sustainable investment returns? Ms. Jinal Jain from the PPFAS Research Team examines the global luxury retail industry, its timeless business moats, and how...