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The two types of wealthy (II)
The second type of wealthy and a luxury giant's record year
Feb 19, 2023
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Uday
3
2
No L for Luxury
The Luxury market has shown resilience and strength in an uncertain macro environment. Doesn’t look like there will be any Ls for Luxury in the short…
Dec 5, 2022
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Uday
3
Its not tech anymore, its TV
SVoD services, initially branded as Tech are increasingly starting to look more like media companies. Its not tech anymore, more like tech enabled TV.
Oct 15, 2022
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Uday
3
Goliath is a David
Hedge funds have long been the Goliaths in the jungle. Now they are increasingly looking like Davids.
Aug 21, 2022
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Uday
1
Value. Unlocked
Its been hard out there for the global telecoms industry. But if you cannot create and capture enough value anymore, you might as well try and unlock…
Jun 19, 2022
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Uday
1
The Robinhoods of Europe
Retail investing in Europe is just getting started. And There is a successful playbook out there to be emulate.
Mar 10, 2021
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Uday
The Music never stops
I tried to dig deeper into the enormous music industry and look at the underlying mechanisms that make it what it is today and how music is turning into…
Jan 30, 2021
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Uday
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