In this video, Raj Mehta gives an overview of the Food Services Industry (FSI) of India and more specifically the QSR space. He also discusses the key metrics to keep a track of in the QSR industry and compares various players present in the industry. He compares them to the business...
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Business, Cyclical Business, Investing, Knowledge, Technology
Valuing Newly Listed (Loss Making) Unicorns
CIO Rajeev Thakkar speaks about how to make sense of the valuations of newly listed, loss making companies.
Blog suggestion by Rajeev Thakkar:
Sebastian Mallaby’s book:
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Research Analyst – Yashodhan Nerurkar talks about the evolving landscape of the power sector, the role of exchanges & the importance of a well developed electricity transmission grid to facilitate a vibrant power market in India.
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Fund Manager, Raunak Onkar speaks about the different aspects of the Cyber Security industry & discusses the players, the business models & how it affects enterprises & all of us on a daily basis.
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Rajeev Thakkar discusses the economy of China, how different leaders of the same party have performed, some of the leading Chinese companies and… why he may not consider investing in them, as of now. Download presentation file We also recommend you watch this documentary on Li Lu...