Missing Travel?
Spicejet and Boeing have a strange relationship between them. This is not just in terms of their commercial arrangement but also with respect to a few accounting practices. Read about it in detail here.
Is Corruption Good?
Manu Joseph drills down corruption not just in the Indian context but globally too. Read this brilliant editorial published a little while back for The Mint here.
Techno-Funda Analysis
This week I managed to do some bit of Technical Analysis - one with the help of an expert and one personally on two companies that I’ve written extensively about.
Abbott India* - Article | Video
Pricing Power in Pharma Industry
This went down in the last presidential elections in USA. While the entire media focus was more on how Daraprim went through the roof, Valeant was doing something silently on a much bigger scale with various other products.
What makes this scenario unique?
Can companies get away with this?
Aren’t regulators supposed to control this?
Yes & No
We take a deep dive into all of these questions here*.
Act II - What’s happening with ATFL?
What makes ATFL a little unique in terms of their offering and are they at an inflexion point. I take a deep dive here.
Track of the Week
Book of The Week
Ben Horowitz has been a legendary Silicon Valley investor putting his initial bets on multi-billion-dollar tech companies. A serial entrepreneur himself, he has written his thoughts about ‘The Hard Thing about Hard Things’. Yes, that’s the name of the book too. Do check it out!
*For members of The 0.01% club