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"Monopolies & Why invest in Monopolies?" a session by Saurabh Mukherjea, Founder & CIO of Marcellus Investment Managers @MarcellusInvest
hosted by Vivek Mashrani @MashraniVivek in
Investing Accelerator Summit @ias_summit
#IASummit
A 🧵
hosted by Vivek Mashrani @MashraniVivek in
Investing Accelerator Summit @ias_summit
#IASummit
A 🧵
Developments of past 10 years:
Indian economy: Less Fragmented; More Integrated
~ National highway network: 2x
~ Broadband users: increased from 20 million to 687 million
~ Airline passenger traffic: Grew by 16% CAGR
~ Cloud & SaaS enable small companies to expand quickly
Indian economy: Less Fragmented; More Integrated
~ National highway network: 2x
~ Broadband users: increased from 20 million to 687 million
~ Airline passenger traffic: Grew by 16% CAGR
~ Cloud & SaaS enable small companies to expand quickly
Result of the developments:
~ Well performing smaller players are taken over by larger established ones
~ Less relevant, technologically challenged smaller players go out of competition
~ Multinationals dominate
~ Well run multinationals ultimately become monopolies.
~ Well performing smaller players are taken over by larger established ones
~ Less relevant, technologically challenged smaller players go out of competition
~ Multinationals dominate
~ Well run multinationals ultimately become monopolies.
