Platform Companies are different from traditional businesses. Raunak Onkar discusses how technology-enabled Platform Businesses operate, scale &...
Category - Investing
The talk discusses the latest book on Jim Simons “The man who solved the market” and the increasing use of computing power and alternative data in...
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...