Rohil Gandhi discusses the Value Chain of the Aerospace Industry by doing an in-depth analysis of Boeing & Airbus’ business models and...
Industry, Investing, Value Investing
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...
Raj Mehta talks about the Dairy Industry in India. The talk spans across the history of the industry, different products & it’s market size...