The week that was - Meesho, Sify & more!
We’ve had a nearly 10%+ jump in followers over the last week. If you’re new to this Substack - welcome! Before we begin, I would like to share some of my work that might interest you.
India Equity Research (Flagship): https://www.gsninvest.com/
US Webinar Series (25 webinars): https://easebuzz.in/link/0SSCM
Investing 101 Bootcamp: https://easebuzz.in/link/UZIWW
We ran two of our most popular threads last week. You can read them here:
+ Sify & the Indian Data-center opportunity:
https://zappchai.substack.com/p/long-read-sify-infinit-spaces-hyper
+ Meesho- A logistics giant masquerading as Ecomm:
https://zappchai.substack.com/p/long-read-meesho-a-logistics-giant
Here are two of our older posts that our new subscribers might like reading
+ A primer on Affordable Housing Finance in India
https://zappchai.substack.com/p/a-primer-to-understanding-affordable
+ A deep-dive on Pyramid Technoplast
https://zappchai.substack.com/p/a-deep-dive-on-pyramid-technoplast
This week, we look at two other opportunities hitting the market - MTR Foods & Lenskart! Deepdives in your inbox soon! :)