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A thread on my experience and observations of the grocery delivery apps in India.
@Grofers @bigbasket_com @JioMart @flipkart supermart, @amazonIN and DMart Ready.
Live in Pune. So my experience is of this city. User experience may vary according to location.
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With advent of others may face stiff competition. Maybe acquired or merged with someone.
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More from Jiten Parmar
EV/tonne of the mentioned companies currently
Anjani - 100
Deccan Cem - 40
KCP - 44 (will be lower if value to other biz given)
NCL - 61 (has boards biz too)
Sagar - 59
Anjani - 100
Deccan Cem - 40
KCP - 44 (will be lower if value to other biz given)
NCL - 61 (has boards biz too)
Sagar - 59
EV/tonne of the companies in that region.
— Jiten Parmar (@jitenkparmar) July 8, 2020
Anjani Portland - 42
Deccan Cem - 20
KCP - conglomerate (has Vietnam sugar, hotel, engg too) - 43 (on mcap)
NCL - 31 (has boards biz too)
Sagar - 47
No recommendations. Just data.
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SPAC IS THE NEW BLACK: SPACs (Special Purpose Acquisition Companies) are all the rage these days. In this thread, I want to say a few things about SPACs that I learned in my research of the market. 1/15
What was once an esoteric (and somewhat tawdry) financing vehicle has now come into the main in terms of quantity ($83 billion in IPOs in 2020) and quality (A-player names pursuing SPACs from name brand PE and VC funds to leading investors and advisors and even celebrities.) 2/15
Early and serial SPAC sponsors like Harry Sloan and Jeff Sagansky (Flying Eagle), Michael Klein (Churchill) and Chamath Palihapitiya (Hedosophia) have helped propel the SPAC phenomenon to new heights, not to mention tech gurus, former politicians and even famous athletes. 3/15
LUMA has created a SPAC LUMAscape that maps over 250 SPACs by stage across 8 verticals. This is the evergreen post that we will endeavor to keep updated (and welcome your feedback): https://t.co/aboAAemu53 4/15
A SPAC is a blank check company where investors back a sponsor group to find a suitable target to merge with (the de-SPACing) which is often accompanied by a PIPE (private investment into public equity) to further finance the target company. 5/15
What was once an esoteric (and somewhat tawdry) financing vehicle has now come into the main in terms of quantity ($83 billion in IPOs in 2020) and quality (A-player names pursuing SPACs from name brand PE and VC funds to leading investors and advisors and even celebrities.) 2/15
Early and serial SPAC sponsors like Harry Sloan and Jeff Sagansky (Flying Eagle), Michael Klein (Churchill) and Chamath Palihapitiya (Hedosophia) have helped propel the SPAC phenomenon to new heights, not to mention tech gurus, former politicians and even famous athletes. 3/15
LUMA has created a SPAC LUMAscape that maps over 250 SPACs by stage across 8 verticals. This is the evergreen post that we will endeavor to keep updated (and welcome your feedback): https://t.co/aboAAemu53 4/15
A SPAC is a blank check company where investors back a sponsor group to find a suitable target to merge with (the de-SPACing) which is often accompanied by a PIPE (private investment into public equity) to further finance the target company. 5/15
The American business community is speaking with a unified voice - NAM called to invoke the 25th Amendment; the Business Roundtable and Chambers of Commerce urge a peaceful transition of power; all have denounced last week's violence. What might this mean? A few implications:
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This isn't just PR - bad politics is bad for business. Here, the Harvard Business Review makes the business case for democracy (leading essay by
Historically, business has been a crucial ally for democracy. Mark Mizruchi shows how business helped secure democracy after WII, through organizations like the Committee for Economic Development (see also his @NiskanenCenter paper: https://t.co/xoqUUN1nCD)
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My book examines how business groups formed to lobby against patronage and corruption, and in favor of institutional reform, in the 19th c. (https://t.co/FnNhZUupBG)
For a summary of business’s role in American democracy over the 20th century, see
Today, corporations are cutting off PAC $$ — Wall St banks (JPMorgan Chase, Goldman Sachs, CitiGroup), big tech (Microsoft, Facebook). Many more corps have suspended donations to members of Congress who contested the certification of election results last week
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This isn't just PR - bad politics is bad for business. Here, the Harvard Business Review makes the business case for democracy (leading essay by
Historically, business has been a crucial ally for democracy. Mark Mizruchi shows how business helped secure democracy after WII, through organizations like the Committee for Economic Development (see also his @NiskanenCenter paper: https://t.co/xoqUUN1nCD)
3/
My book examines how business groups formed to lobby against patronage and corruption, and in favor of institutional reform, in the 19th c. (https://t.co/FnNhZUupBG)
For a summary of business’s role in American democracy over the 20th century, see
Today, corporations are cutting off PAC $$ — Wall St banks (JPMorgan Chase, Goldman Sachs, CitiGroup), big tech (Microsoft, Facebook). Many more corps have suspended donations to members of Congress who contested the certification of election results last week
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2) Grad Speeches - Discover the best commencement speeches.
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3) What does the Internet Think - Find out what the internet thinks about anything
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