On this week’s exclusive read (posted live on the site almost after 90 days) we take a deep dive on the competitive advantage of Jubilant Foodworks (JFW).
For the first time, there are NO Numbers on this post - this is just looking at JFW from a different lens and truly trying to understand what sets JFW apart when it comes to competitive intensity in the country.
To read more about it click here.
Rebel Foods
While JFW has done a phenomenal job in doing what they have done, let’s look at another new player that is doing things the ‘Rebel’ way.
If you use the food delivery apps a lot as I do, you would have come across a few brand names like Behrouz, Faasos, OvenStory etc.
What if I told you all of them are owned by a single company and more often than not all of these orders are sourced from one kitchen?
Surprised?
Let’s directly hear things from the CEO of Rebel Foods on how he has managed to create 1000 restaurants in 24 months.
Read about it here.
Alpha Swing*
Alpha Swing is a weekly newsletter with swing trade ideas for the week compiled by a team of full-time traders specializing in the field of doing swing trades with simple setups.
Book of the Week
HDFC Bank is probably the best performing financial stock in the world, not just in India. In fact, it is in the league of stocks like Coca Cola, Apple and the likes in terms of the wealth it has compounded for its shareholders.
So what makes the bank unique?
Tamal Bandyopadhyay does a good job in dissecting the franchise built by Puri and also gives a great overview of the banking DNA that sets it apart from the rest of the pack.
A must-read for anyone who wishes to know about the bank in detail.
Check out the book here.
Song of the Week
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