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The week that was - Meesho, Sify & more!
We’ve had a nearly 10%+ jump in followers over the last week.
Oct 28
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(Long read) Sify Infinit Spaces: Hyper-growth vs Hyper-competitiveness
India is coming out with its first pure-play data center IPO soon - Sify Infinit.
Oct 25
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(Long read) Meesho: A logistics giant masquerading as an e-commerce platform
One of India’s largest e-commerce businesses, Meesho is getting ready for listing later in the year.
Oct 21
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Investing 101 (Special Diwali offer 🪔)
Hi folks,
Oct 18
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A deep-dive on Pyramid Technoplast (long thread)
Before we begin, the necessary disclosures.
Oct 7
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Indian Packaging: Commodity or Treasure chest?
I want to own Indian FMCG, but it’s too expensive.
Oct 5
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3
September 2025
A primer to understanding Affordable Housing Finance (long read)
Before we begin, a quick shout-out to my Research offering.
Sep 19
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What ails global SaaS?
Adobe - the global market leader on creative and document cloud products - including products like Photoshop, Illustrator and Acrobat is down 33% this…
Sep 16
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Playing Global Entertainment - Spotify, Netflix, Disney & more!
The global entertainment market is booming - and while we do have some quality music labels benefitting from the trend in India, a good chunk of these…
Sep 13
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ZappChai by GSN Invest
23 small governance checks to help you avoid big investing mistakes
Before we begin - we have now developed a 6 hour deep-dive to help you will all aspects of Investing.
Sep 12
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ZappChai by GSN Invest
August 2025
Investing 101 (Full Day Workshop - Early Access)
One of the most common requests we have is for an end to end session covering all aspects of investing - right from screening, governance and quality…
Aug 23
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ZappChai by GSN Invest
Trump tariffs, NSDL IPO, Chemical opportunities and a special offer!
Hi folks,
Aug 9
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ZappChai by GSN Invest
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