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Aug 19, 2021 13 tweets 7 min read
1/n)
The Electric Mobility dilemma of Legacy vs New-Age

There is no doubt that Legacy Auto businesses might be able to leverage their scale, capital & experience to roll out EVs faster than EV startups..

But does that make them a better investment?

🧵👇🏻

#Megatrends #investing 2/n)

Historically, disruptive #innovation has always come from outside the traditional bounds of the industry.

From #Apple's iPhone📱 & #Amazon's AWS☁️ to
#SpaceX's Reusable Rockets🚀, the incumbents have more often than not, failed to innovate and/or spot the disruptors.

🧵👇🏻
Jul 21, 2020 9 tweets 7 min read
India is a land of unique monopolies....
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...

(Thread)

#investing
#Moat Organized Paint Industry
Duopoly - 59%

Asian Paints - 42%
Berger Paints - 17%

(appx values)

#Asianpaints
#Bergerpaint
Jul 19, 2020 7 tweets 8 min read
A very brilliant 7 part compilation of the evolution of the office space by @HarvardBiz
Super insightful!!!

1.) What is an office for?
#WFH
#remoteworking
#COVID19

hbr.org/2020/07/what-i… 2.) In praise of the office...
@HarvardBiz
#WFH
#remoteworking
#COVID19

hbr.org/2020/07/in-pra…
Jun 16, 2020 4 tweets 5 min read
(1/4)In an increasingly competitive battle for market share and dominance of the e-commerce arena, @Shopify has partnered up with @Facebook & @Walmart in a matter of few weeks...
@amazon might be staring down the barrel of a loaded e-commerce gun on its home turf.
#megatrends (2/4) In a time like this, "the enemy of my enemy is my friend" is a phrase that fits well for India's very own sector devouring #RelianceIndustries and their retail arm, #RelianceRetail!!
After the recent downpour of $$$'s on Antila & a new partner in @Facebook,
#megatrends
Jun 3, 2020 10 tweets 4 min read
(1/8)
Inviting giants like #Apple, #Samsung & #Foxconn to set up mobile phone manufacturing facilities in India could prove to be a double edged sword for well established Indian contract manufacturers like Dixon Technologies for various reasons. Key among these are....(contd) (2/8)
Key reasons for concern:
1. COST COMPETITIVENESS
Giant scale manufacturing could mean lower costs which in turn could increase cost competitiveness and reduce margins for existing manufacturers
#costcompetitiveness