Bazaar: Recent Episodes
Siddharth Bothra
DreamFolks has a monopoly in airport lounge services and other services in India. Is this a sustainable model? Should this company be on your watchlist? I talk about this in the latest episode by comparing the pros and cons of the company.
Read the full blog here.
Being one of the biggest API manufacturers in the world, Divi's stock prices are quite expensive. In this episode, I breakdown the reasons as to why the company is trading at a PE of 71 while also giving an account of the risks the company faces and; eventually, attempting to decide if the stock prices are justified. Tune in to find out more about Divi's Labs.
Read the full blog here
A defense company that went through a roller coaster in the stock market when it initially launched, we talk about Paras Defense in this episode. Why it has potential, and what are its shortcomings, we discuss this and more.
Blog discussed - https://blog.sid.business/p/betting-on-space-part-3?utm_campaign=post&utm_medium=web
Delving more into mid-cap companies, we talk about MTAR in today's episode. It's strengths and weaknesses, we talk about this and more.
Stocks discussed: MTARTECH
Blog discussed - https://blog.sid.business/p/betting-on-space-part-2
The space sector is booming, not only in India but also globally. Continuing with the series of players in this sector, in this episode I talk about Centum Electronics – a company with a relatively smaller market cap, but immense potential. To know more about Centum Electronics, why it has potential, and a few things you should keep in mind before investing, tune in to this episode. Stocks discussed - CENTUM
As India is establishing itself in the field of space missions, the demand for companies in this space will skyrocket (my wordplay is good). In this episode, we spoke about two such companies and why you should keep them on your watch list. Read the blog mentioned in the episode here. Stocks discussed: LT, HAL.
As per recent reports, Vodafone-Idea (Vi) has been consistently losing subscribers for the past two years, with 2.8M lost subscriptions in May 2023. Vi is also under astronomically high levels of debt to the government and outstanding dues to vendors. These are some of the factors that make Vi an unsuitable company to invest in.
What are the other factors you should keep in mind before even thinking of investing in such a company? What options does Vi have to save itself from collapsing?
We spoke about this and more.
Stocks discussed: IDEA, RELIANCE, BHARTIARTL
You can read the detailed article on Vi here
The Government recently announced a revival package of INR 89,000 CRORE to keep the lights on at BSNL so that it can get 4G/5G allocation. This is the third package in the last 5 years taking the accumulated amount spent by the Government to 3.3 LAKH CRORE. That’s a lot of money.
Is it worth investing or should I say pouring such a vast amount of money into a failing telecom operator? Or should the Government think of shutting it down OR selling it? Is this the best use of taxpayers’ money?
We spoke about this & more in this episode.
Stocks discussed: RELIANCE, BHARTIARTL, IDEA.
I wrote an article doing a deep dive into BSNL here.
Zomato reported a SOLID Q1 with a net profit of INR 2 crore, which came as a sweet surprise for the stock market causing the stock price to pop up by 10% in a single day.
In this episode I discussed Zomato's revenue streams, the management outlook and whether the stock looks attractive for a buy.
Stocks discussed: ZOMATO
I wrote an article doing a deep dive on Zomato here
Olectra Greentech, one of the largest EV bus manufacturers in India has delivered a return of almost 2,650% over the last 3 years.
In this podcast, I spoke about the tailwinds behind the company and a few cautionary points that investors should be aware of.
Stocks discussed: OLECTRA, TATAMOTORS, RELIANCE, ASHOKLEY, JBMA
In this episode, I explored the future potential of CRISPR Therapeutics and the gene editing industry in general. Gene editing is an exciting [and scary] technology which is slowly giving humans the ability to create artificial life, also known as Synthetic Biology. I believe it's going to change the way we live and investors should close watch the developments in this space.
Companies discussed on this episode : CRSP, NVDA, TWST, VRTX
In the 50th GST Council Meeting, the members of the council [among other decisions] decided to increase the rate of GST from 18% to 28% and also fundamentally change the way GST is computed on online gaming, horse racing & casinos.
A lot of experts are saying that this could be an industry killing move - and in this episode, I've tried to break down this rule and flesh out the details. I also wrote a blog about the same here
Let me know what you think about this move in the comments section!
Reliance Jio recently unveiled its new feature phone -- JioBharat.
The idea is to cater to the people still on 2G and provide them seamless 4G services for just INR 999 and transform India to a 2G mukt Bharat
It's a smart move by Jio, one which could substantially increase its customer base & adversely impact Airtel/Jio and most probably make BSNL redundant.
The beta trials for JioBharat have begun from 7th July in 6,500 tehsils across the country.
I wrote a small article talking about this in detail on my blog - do subscribe if you like what you read!
Unless you've been living under a rock or trapped on an island, you probably know that the Crypto space is CRASHING hard over the past few months. A lot of crypto exchanges/lenders have filed for bankruptcy. The shares of Coinbase, one of the largest exchanges in the world is down more than 70%. Bitcoin has fallen quite substantially.
Winter has come in the world of Cryptos.
In this episode, we try to answer what happened that triggered this winter & how long this self-induced winter is going to last.
(00:00): Summary of events in the historical crash in the Cryptosphere
(04:19): Events that triggered the so called ‘Crypto Winter’
(10:17): Destruction of the LUNA/TERRA ecosystem : the fall of the first domino
(24:33): Why you should not trust anyone who pays you Fixed Annualized Interest of 20%
(25:54): The RED FLAGS you should look for
(31:36): How long will this Winter last?
Did you like this episode? Drop us a rating, share it in your circle & let us know what you think at thebazaarpodcast@gmail.com
In Part I of this Series, I invited Sachin Sathyarajan - a legal expert at UNEP to talk about the exciting new field of Synthetic Biology.
We covered a lot of ground in that episode, talking about the recent innovation and breakthroughs in this sector and how it could reshape the human condition.
Naturally, there are two sides to a coin. And in this episode - we spoke about the dark side of Synthetic Biology and the potential RISKS involved. We covered various things like:
(02:00): Biology becoming Technology AND Technology becoming Biology
(08:55): CRISPR kits to modify human DNA
(10:05): What happens when you have control over your genome & it’s expression?
(11:17): BIO-SAFETY Vs BIO-SECURITY
(15:00): A company which is printing genetic material on silicon chips [Twist Bioscience]
(16:39): What could happen if a Gene-drive goes wrong?
(19:02): Are we changing the pace of human evolution?
(22:59): How policy & regulation will play a BIG part in the development of SynBio
(25:45): Scientists vs Policymakers | The Great Divide
(29:15): Is there any Act governing Synthetic Biology?
(31:55): TALKING ABOUT COCKROACH MILK [Yes, you heard that right]
(33:28): What’s brewing in India when it comes to Synthetic Biology?
(40:03): Book recommendations to learn more about this space
You can read Sachin’s Foresight paper on Synthetic Biology - here
It's been a while since I recorded an episode on Bazaar & I wanted to kickstart things with something that I had absolutely ZERO idea about.
Synthetic Biology. Yes, you read that right.
I invited Sachin Sathyarajan, a lawyer by profession who is working as a legal expert at the UN Environment Programme, although if you talk to him you'd think he is a scientist.
In Part I of the series we touched upon various questions like:
(04:47) – What is Synthetic Biology [SynBio]? And how is it different from Biotechnology?
(11:05) – What is DNA & what role does DNA play in Synthetic Biology?
(14:33) – Can we create SUPERHUMANS through this technology?
(17:38) – Is this technology slowly getting more accessible?
(19:40) – Everyone can play GOD now?
(21:00) – Recent innovations & breakthroughs in SynBio + what industries are ripe for disruption
(25:52) – Talking about Gene Drives & how they work [Hint: We spoke about genetically engineered mosquitoes]
(29:06) – Exploring the concept of ‘Bio-prospecting’
(31:40) – How SynBio could be instrumental in climate change
(31:56) – What are the implications for Foodtech & Fashion?
(36:40) –What are the pros & cons of this new piece of tech?
(42:48) – BIOTERRORISM: what would happen if this technology got into the hands of let’s say ‘The Taliban’?
(46:52) – How policymaking & regulations are EXTREMELY important in this space
In this previous post on Tether, I wrote about stablecoins & how they’re important cogs in the cryptocurrency ecosystem. We also spoke about how Tether is supposed to keep a 1:1 peg with the USD$ and how as per a [really comprehensive] Bloomberg report, that might not be the case
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Up until I recorded this episode, I didn’t really know what ‘Tether’ was. And then I spoke to Anmol Gandhi [the ultimate G when it comes to cryptocurrencies] and he told me that Tether is a ‘stablecoin’.
A stablecoin is different from other coins like Bitcoin, Ethereum etc. So, let’s first understand what stablecoins are & how they work - before we answer the question ‘Where is Tether keeping the $69B dollars that it’s supposed to keep as reserves?’
Stablecoins : What are they & what purpose do they serve?
A stablecoin - in the simplest terms, is a cryptocurrency. But, it doesn’t [and shouldn’t] fluctuate as much as other cryptos out there because it’s pegged to a stable reserve like the US$ or Gold. However some of them are pegged to other cryptocurrencies, so not all stablecoins are ‘stable’
For eg. Tether is pegged to the US $. And theoretically - 1 Tether = 1 USD
So why do we need a stablecoin? What purpose is it serving in the grand scheme of things?
Let’s say you want to buy Bitcoins worth INR 10K. You deposit money in one of the cryptocurrency exchanges (like CoinDCX) and you hit ‘Buy’. Boom - you got Bitcoins in your crypto wallet. Easy stuff.
What we don’t see is what happens in the background. Here’s an example:
You deposit real money with a crypto exchange
You enter into a transaction to buy Bitcoins worth X amount
Your real money first gets converted into stablecoins (like Tether or USDC). For eg. $100 gets converted into 100 Tether
The stablecoins are then used to buy the actual Bitcoin
X amount of Bitcoin appears in your crypto wallet
The same process repeats itself when you want to ‘sell’ a cryptocurrency. Alternatively, you can directly buy stablecoins first & then use them to buy other cryptos.
One reason why Tether gained popularity, is because banks didn’t want to deal with crypto-exchanges, leaving a void. And that’s where companies that issue stablecoins chipped in. People could convert their money into stablecoins & then use them to trade in several cryptos
Moral: Stablecoins are an integral part of the crypto eco-system and if something were to go wrong with these stablecoins - it could disrupt the entire ecosystem, which itself is quite bubble-ly
Which brings me to my next question & probably the most important question:
Where is Tether keeping it’s money?
Like I explained above, Tether is supposed to keep a 1:1 peg with the US$. So, if $69B dollars worth of Tethers are in circulation, the company which issues Tether (i.e. Tether Holdings Ltd.) should have $69B dollars in REAL MONEY locked away as reserves in their bank accounts or parked in other risk free liquid investments.
QQ. Do they?
Here is where things get interesting. And quite controversial.
This Bloomberg Report, talks about where exactly is Tether keeping it’s money. And mind you this money doesn’t belong to Tether. It belongs to the investors who are buying stablecoins/other cryptocurrencies.
Tether Holdings Ltd. works almost like a bank. They issue Tether to Crypto exchanges & get real money in return. Theoretically, they’re supposed to keep this real money in a secure location, like a liquid fund - earning a little yield, keeping a 1:1 peg. But when there’s so much money involved, people get greedy. And that’s what might have happened here.
The Bloomberg report highlights how Tether could be involved in making a series of risky bets & the very real possibility of non compliance with the 1:1 peg. It’s all rumors & we cannot comment how true the report is, but you see the problem right?
If the rumors are true - this could be one of the biggest scams of the decade. A company takes real money from you & gives you a digital token. It then uses that money to do whatever it wants to do with it & when you came back asking for your money to be returned - well, it’s too late. [Clue: Read about SQUID]
Anyways, I think I took a little detour there. Coming back to the question, do we know the breakup of Tether’s reserves? Let’s take a look.
As per an accounting firm based in the Bahamas - $30B of it’s holdings are invested in commercial papers [which are quite illiquid].
What about the rest? No one knows where it is. Or whether it still exists. Tether’s website doesn’t give a breakdown. And the accounting firm (yes, the one based in Bahamas) has given an attestation report claiming that Tether does maintain the reserves to back its coin.
Can we believe this attestation report? In which commercial papers are the $30B parked? Why has no one heard from the CEO/CFO of Tether Holdings? What happens if Tether doesn’t have the reserves to back it’s coin?
There are a lot of open questions. Extremely controversial. And the answer is - we don’t really know, because Tether Holdings Ltd. doesn’t disclose such information.
Tether Holdings reeks of red flags & below are some on the top of my head.
RedFlag 1: Can we trust the attestation reports given by the accounting firm?
I don’t think so. One, it’s based in the Bahamas. Two, this attestation report can easily be fudged. Three, you’d expect the attestation report to contain a detailed breakdown of the reserves - well, it doesn’t. Looks very shady to begin with.
RedFlag 2: $30B in Commercial Papers - where is this invested? How risky are they?
The debt market is a close knit community. Everyone knows who’s buying what. But surprisingly - no one knows about Tether. No one has done any business with them. But doesn’t the attestation report say they have $30B parked in CPs?
One theory, is that Tether has bought commercial papers issued by Chinese real estate players. There is a rumor floating that Tether might be connected in financing the debt laden Evergrande Group.
Chinese real estate is in a dump - with real estate bonds down by > 40%. If the rumors are true, the value of these commercial papers might be a helluva lot less. Plus, commercial papers in general are not very liquid. And, Tether might not be able to get the money back when it wants to.
RedFlag3: Where’s the Goddamn CEO?
J.L. Van der Velde is the official CEO of Tether Holdings Ltd. But no one has ever heard him talk in an interview or at a crypto conference. He’s practically off the grid.
Giancarlo Devasini - the CFO is an Italian plastic surgeon who previously founded an electronic business. He too, stays away from the limelight.
If you check how many people work in the company, only a handful names pop out on LinkedIn. I mean, this is a company that holds $69B in real money, taken from actual people who want to buy Cryptos & it has only a dozen employees? Mindboggling.
RedFlag4: Legal suit by NY Attorney General
If the above red flags weren’t enough - there’s also a suit ongoing against the company, wherein the New York Attorney General has highlighted the fact that Tether has deceived it’s clients and the markets by overstating their reserves.
Tether has agreed to pay $18.5 million without admitting any wrongdoing. But the suit is evidence of what we’re trying to prove here.
What stops Tether Holdings from printing more Tether coins?
Nothing.
There’s no limit to the number of Tethers that can be issued. There’s no regulation which stops Tether Holdings Ltd from issuing new Tether coins. I mean, by this time next year, they could have $200B dollars worth of Tethers in circulation & no one would bat an eye.
When people want to cash out, Tether can issue more coins - accumulate more real money & keep inflating the bubble - as long as enough people believe in the ecosystem.
However, all bubbles burst. And when this one does, it will send shockwaves into the heart of the global financial markets. And, you should be ready with a bag of cash - to capitalize.
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E-commerce has been one of the fastest growing sectors for the past decade now. In India - Amazon/Flipkart have cornered the lion’s share of the market - and the need to regulate these players was quite important.
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Sona Comstar - an auto ancillary player has had a pretty decent run in the markets since it’s listing [up by 50% of it’s IPO price]. It’s IPO provided a great exit for Blackstone which diluted 50% of their total holdings in Sona Comstar - earning them a RoI of 8.8x.
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In the final part on our series on Textiles, we spoke about Alok Industries & Trident.
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In this episode, we covered two textile stocks - Raymond & Page Industries.
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In this episode, we spoke about the characteristics of the Textiles business, the ecosystem i.e. the process right from spinning the yarn to stitching/designing the fabric. We also covered the subject of why companies like to get listed on the stock exchanges.
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In the previous episode, we demystified certain terms associated with Cryptocurrencies & spoke about how Coinbase’s IPO could be a massive moment in the history of Cryptos. Read more on https://thebazaar.substack.com/p/cardano-ripple-and-other-lesser-known
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Unless you’ve been living under a cave, you’ve probably heard of Cryptocurrencies. The original idea behind it, was to be a digital form of money which was not controlled by any central authority. But, something entirely different transpired. People started ‘investing’ in Cryptocurrencies like Bitcoin, Ethereum & most recently Dogecoin - with the sole purpose of getting rich quick. Read more on https://thebazaar.substack.com/p/demystifying-cryptocurrencies-and
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The Government of India recently notified the Information Technology (Intermediary Guidelines and Digital Media Ethics Code) Rules 2021 - and it’s going to have major implications on the Media & Entertainment industry going forward. Read more on https://thebazaar.substack.com/p/the-new-it-rules-boon-or-bane
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Nazara Technologies - a diversified gaming company, is going to debut on the Indian exchanges very soon. On the final day, the issue was oversubscribed by 175 times - not surprising, since the Company is backed by Rakesh ‘Big Bull’ Jhunjhunwala. The issue is a complete ‘Offer for Sale’ with IIFL & the promoters offloading INR 582 crore worth of shares. Read more on https://thebazaar.substack.com/p/ipo-8-nazara-technologies
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Easy Trip Planners - an Online Travel Agent (OTA) which makes most of it's money from airline ticket sales - is coming out with an IPO. On the final day, the issue was oversubscribed by around 159 times. Read more on https://thebazaar.substack.com/p/ipo-7-easy-trip-planners
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The IPO frenzy doesn't seem to be slowing down, with 3 IPOs already hitting the markets in the past week. A dozen more IPOs are in the beeline to get listed on the markets in the next two months. MTAR Technologies is a precision engineering company which was incorporated in 1999. At the time of recording, the issue was oversubscribed by around 10 times & has attracted a lot of pre-IPO interest from anchor & institutional investors. Read more on https://thebazaar.substack.com/p/ipo-6-mtar-technologies
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Tesla. Bitcoin. Dogecoin. Cryptocurrency. These might be the internet's most searched words in the past month. Why wouldn't it be? The price of Bitcoin has shot up by > 1000% since March 2020. Dogecoin, a cryptocurrency which was created out of a meme - has risen by almost 1400% in the past month or so. Greed, has really overtaken the markets - with people wanting to make easy quick money. Read more on https://thebazaar.substack.com/p/the-cryptocurrency-bubble
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In this episode, we talk about key highlights of the Union Budget 2021. It's a topic which has been covered quite a lot in the past week, and we just want to give it an analytical angle for the 'Aam Aadmi'. The markets were on fire during the Budget week. Sensex was up by more than 4% in a single day and was up by 8% for the week - on the back of a positive budget with no new taxes being introduced. COVID Cess & Capital gains taxes were on the cards, but the Finance Minister announce any such measured pushing the markets into the stratosphere. Read more on https://thebazaar.substack.com/p/the-union-budget-2021
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January has seen a flurry of IPOs, starting with IRFC, bouncing to Indigo Paints and Home First Finance and now, StoveKraft. And, there might be a few more in the pipeline. StoveKraft's issue size is INR 413 crore out of which INR 95 crore is a fresh issue which will be used to prepay debt on the books. The rest is Offer for Sale - the major beneficiary of which is Sequoia Capital - the investor getting a sweet exit.
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The IPO frenzy is here to stay with IRFCL becoming the first company to come out with it's IPO in 2021. We touched upon the history and the business model of the company. We spoke about the growth of the Industry (i.e. Indian Railways) and how IRFCL is in a pole position to benefit from it's growth.
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In this episode, I invited Rushabh Shah and we spoke about the recent vaccines that got emergency approval in India. We also spoke about how the supply chain would work for the purpose of distributing vaccines, and highlighted key challenges that the GoI will face in the timely administration of the vaccine.
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What's the first thing that comes to mind when you hear the word 'Hemp' or 'Bhaang'?. For most it's a glass of Thandai during Holi. What if I told you, that apart from getting you high - Hemp has the potential to disrupt 8-10 different industries?
I invited Aman (Host of TexWired), and we decoded what the difference is between Hemp & Marijuana. We discussed the different use cases of Hemp and the industries we feel it will disrupt in the foreseeable future. We also touched upon some recent M&A action in the space.
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Mrs. Bectors - a regional biscuit and bakery company is coming out with an IPO. We touch upon briefly on the history of the Company, and then we analyzed the Company on several parameters. We discussed the Company's competitive advantage, the growth in the Indian biscuit and bakery market. We evaluate how it fares against the Industry big shots (Britannia, Parle & ITC) and take a look at the numbers.
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Burger King India is coming out with an IPO, and the timing could not have been better. Markets are at an all time high, and it wasn’t a surprise that the issue was oversubscribed by 156 times. In this episode, I invited Rishabh Khanna - and we spoke about the objects of the issue. We also compared Burger King India over several parameters like - Competitive Advantage, Growth, Competition, Financials & Valuations.
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In this episode, I invited Shankesh Jain - who is a banker by profession to analyze the turn of events that took place with Lakshmi Vilas Bank in the past few weeks. We spoke about the reason why LVB finds itself in a rut, about the other suitors for the bank before the DBS India merger deal. Read more on https://thebazaar.substack.com/p/lvb-another-banking-crisis
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In this episode, I invited Siddhant and Anmol and we spoke about Jet's rise and how it became the largest private airline in India. We also spoke about Jet's iconic fall and the events that led to it. We evaluated the revival plan submitted by Kalrock Capital and Murari Lal Jalan and in our final piece we discussed how Jet Airways - a bankrupt company - was the world's best performing airline stock. Read more on https://thebazaar.substack.com/p/jet-airways-prepare-for-take-off
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Listen now | In this episode, I invited Utsav to cover updates on the Antitrust hearing. Turns out, the Congress has released a 449 page report which includes their findings and their recommendations. We analyzed the Committee's recommendations and how it could effect Big Tech. Read more on https://thebazaar.substack.com/p/the-antitrust-report-big-tech-faces
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Listen now (13 min) | Dunkin', the company which sells doughnuts, coffee and ice cream is going to be acquired by Inspire Brands for $8.8B ($11.3B including debt) which is one of the biggest deals in the restaurant space. We analyze why Inspire paid such a premium, how Dunkin' operates and how a franchise model works. https://thebazaar.substack.com/p/the-dunkin-scoop-up-5af
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In this episode, I invited Hardik - who has personally transformed his physical and mental health by changing his eating habits. We discuss Hardik's personal journey, we talk about how the food industry works, how you can take control of your health and lots more! Read more on https://thebazaar.substack.com/p/the-food-conspiracy-26c
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In this episode, we talk about the long term potential of UTI AMC and analyze how it fares against it's listed peers, viz HDFC AMC & Nippon AMC. We also run the stock through 6 parameters - Moat, Industry & Company growth, Customers, Quality of Management, Financials and Valuations! Read more on https://thebazaar.substack.com/p/amc-uti-hdfc-or-nippon-8a7
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In this episode, we talk about our personal shopping experiences, the retail vs online strategy, how technology can change the game & the growth of fashion in India and India's chance to capitalize on the Anti-China sentiments. Read more on
https://thebazaar.substack.com/p/the-fashion-potential-89b
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In this episode, I invited Pranav Sanghvi and we spoke about the alternative meat industry - plant based meat. We spoke about the players in this industry and it's growth potential. We also discussed about cell based meat and how that works. Given the choice, would you try out plant based meat? Read more on https://thebazaar.substack.com/p/the-future-of-meat-08e
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Listen now | In this episode, we talk about the potential of the Indian Payments Industry, decode the difference between a Payments Bank and a Mobile wallet and answer a very essential question - 'Does it make sense to operate a Payments Bank?'. Read more on https://thebazaar.substack.com/p/payments-bank-the-future-or-the-past-0a4
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Listen now | In this episode, we talk about the recent antitrust hearing - in which four of the world's most powerful people were extensively grilled by the Congress. We talk about the allegations levied against Amazon, Apple, Facebook and Google and the responses given by the CEOs. Read more on https://thebazaar.substack.com/p/tech-antitrust-battle-94f
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Listen now | In this episode, we talk about how COVID-19 has forced countries to diversify their supply chains and how that presents a window of opportunity for India. We also talk about increasing FDI inflows, why India is a very attractive investment option for foreign nations to park their money. Read more on https://thebazaar.substack.com/p/india-the-next-investment-haven-5d8
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Listen now | With the clock running out on TikTok, we decode Microsoft's deal to acquire TikTok, the political angle, the complexities with this acquisition and how overall this could be one of the best deals for Microsoft over the next few years. Read more on https://thebazaar.substack.com/p/tick-tock-tick-tock-d30
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Listen now | Tesla, is now the largest automaker in the world in terms of market capitalization. In this episode, we talk about Tesla's Q2 earnings, it's future potential, and whether the valuation is justified. We explore a world where Elon Musk becomes a Monk, and how the competition is heating up in the electric car market. Read more on https://thebazaar.substack.com/p/tesla-the-largest-automaker-e6d
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Listen now | In this episode of Bazaar, we talk about Buffett's investing strategy, his recent purchase of Dominion Energy's assets, how other legends performed in March, and how a retail investor should go about investing during these precarious times. Read more on https://thebazaar.substack.com/p/corona-vs-legends-a2f
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Listen now | In this episode, we demystify ESG investing, what's driving the growth in ESG Investments, what's forcing companies to be more socially aware, tools you can use to gather ESG data, and what are the ESG based financial instruments available in India. Read more on https://thebazaar.substack.com/p/the-power-of-esg-a10
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Listen now (18 min) | In this episode, we talk about Zoom's security issues, the company's updated privacy policy, why Zoom's stock has been on a tear, about the competitors in this space, privacy laws in India & if the entire concept of privacy is a MYTH. Read more on https://thebazaar.substack.com/p/zooms-privacy-debacle-277
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Listen now | In this episode, we talk about the recent SpaceX launch planting two astronauts to the ISS, why it's a big deal and how SpaceX disrupted the space industry, why we don't have a human on Mars yet, how Elon Musk has generated the excitement back in Space, the commercial activities that can be executed up above, other private players in the space industry and what the ultimate vision of Elon Musk really is. Read more on https://thebazaar.substack.com/p/the-privatization-of-space-274
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Listen now (21 min) | If there’s one person who has made the most out of this pandemic, it’s Mukesh Ambani. He has catapulted Jio Platforms into one of the most valuable companies in the world. In this episode, I invited Pranav Sanghvi and we spoke about the flurry of investments in Jio Platforms - specifically the investment made by Facebook. We discuss the future potential of Jio Platforms and the market that is up for grabs. Read more on https://thebazaar.substack.com/p/the-story-of-jio-7a1
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Listen now | In the very first episode of Bazaar, we explored the history of the Softbank’s $100B Vision Fund and how a failed IPO in WeWork and a sub-optimal IPO in Uber dampened the results for the Vision Fund. You can read more on https://thebazaar.substack.com/p/the-last-vision-fund-58a
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