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Well, we’ve moved to Substack from TinyLetter. This is the first newsletter being sent using Substack.
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Well, since Substack gives an option to import your existing base from TinyLetter seamlessly, why run two services?
Let’s jump right in.
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This week we talked about the entire coffee value chain, right from the farm to the cup. Apart from the climate change overhang which can probably make coffee dearer, there is a big disparity between the participants throughout the coffee value chain.
Click here to access the post.
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Peter Lynch does not find a lot of mention beyond Warren Buffet when it comes to taking inspiration from the West. Lynch has had an outstanding track record (globally the best fund, ever) and has done a fantastic task by giving people like you and me two great books with highly distilled pearls of wisdom.
You can read about Lynch and the two books here.
Indian Companies
A lot of times, companies undertake certain measures in terms of improving margins which manifest slowly over time up until the point of exponential expansion. Clearly, Britannia has been bucking the trend in the entire FMCG pack today.
Read more about this story here.
While the whole API story in India is heating up, I recently got the opportunity to ask the management team of Solara Active Pharma Sciences a few questions around the Q1FY20 financial performance. The earnings transcript has been updated in the post.
Read more about it here.
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