Nitty gritties of investing in building material companies and more specifically the tile companies. The talk covers the competition from unorganised...
Category - Industry
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...
Raunak Onkar takes a look at the Diagnostics Lab business. An easy to understand, a scalable, cash-generating business model with limited entry...
CIO of PPFAS, Mr. Rajeev Thakkar speaks about disintermediation in financial services.
The Indian Telecom sector has seen a gut-wrenching consolidation in the past two years. Raunak Onkar speaks about what’s different now...