Raj Mehta discusses the global jewellery sector and compares the business models of Tanishq and Tiffany. Disclaimer: The data presented might not be...
Category - Industry
Industry, Investing, Value Investing
Flight to Safety: A look into Boeing & Airbus’ Duopoly and Impact on Indian Airlines
Rohil Gandhi discusses the Value Chain of the Aerospace Industry by doing an in-depth analysis of Boeing & Airbus’ business models and...
Are logistics companies becoming more like platform companies? Raunak Onkar discusses his views on the logistics space in India.
Nitty gritties of investing in building material companies and more specifically the tile companies. The talk covers the competition from unorganised...
Chemicals Sector has been a wealth creator over the past decade. At our May 2019 FOF, Raunak Onkar speaks about how to analyse Chemical Businesses...