Using the framework of Predictable Surprises to understand the current situation. Presentation file:
Layout A (with pagination)
Raj Mehta discusses the global jewellery sector and compares the business models of Tanishq and Tiffany. Disclaimer: The data presented might not be accurate due to lack of authentic industry data.
Platform Companies are different from traditional businesses. Raunak Onkar discusses how technology-enabled Platform Businesses operate, scale & compete and how businesses can embrace technology to effectively compete in the modern economy.
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 investing in the quest for better returns.
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 Impact on Indian Airlines due to recent disruptions.