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Freshpet – A Rare CPG Growth Story
The stock has gone up 17x in past 5 years and management expects to grow revenues 4x in next 5 years.
Jul 24, 2021
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Freshpet – A Rare CPG Growth Story
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Walmart’s E-Commerce Opportunity
What covid means for #2 e-commerce player
Jul 4, 2021
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Walmart’s E-Commerce Opportunity
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December 2020
Social E-Commerce and Market Place 2.0
Social E-Commerce is creating a niche for itself in developing economies
Dec 6, 2020
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Social E-Commerce and Market Place 2.0
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September 2020
A Kaleidoscope of Ideas
Investment thesis on stocks on which I have written detailed threads.
Sep 30, 2020
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A Kaleidoscope of Ideas
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Swedish Match: An oasis in the challenging world of tobacco
As I wrote in my blog on valuation of Philip Morris International, tobacco stocks have gone through an era of great multiple de-rating since mid-2017.
Sep 14, 2020
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Swedish Match: An oasis in the challenging world of tobacco
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August 2020
Alcon: Will the allure of medtech spin-off work again? - Part 3
Continued from Part 1 & 2.
Aug 28, 2020
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Alcon: Will the allure of medtech spin-off work again? - Part 3
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Alcon: Will the allure of medtech spin-off work again? - Part 2
Continued from Part 1. This is a long read.
Aug 28, 2020
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Alcon: Will the allure of medtech spin-off work again? - Part 2
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Alcon: Will the allure of medtech spin-off work again? - Part 1
There is something peculiar about medical device companies spun-out of large pharma parents, a historical analysis will suggest most of them hav…
Aug 27, 2020
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Alcon: Will the allure of medtech spin-off work again? - Part 1
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Sum of the parts valuation of Philip Morris International
Sum of the parts valuation of Philip Morris International
Aug 9, 2020
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Sum of the parts valuation of Philip Morris International
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