Qualities of a True FMCG BusinessFMCG is one of the most desirable & strongest business. This is because these are businesses that are driven by brands, they have pricing power, end demand is resilient & sticky and profitability & return ratios are strong. But we believe that all FMCG businesses are not alike…
Value Added Manufacturing- Key Focus Area HighlightStrong Business Models is one of the 6-Key focus areas that we at Surge look for when we evaluate any investment opportunity. Historically this focus area has led us to some of our biggest winners like those of Tips Industries, Suven Pharma and IEX.
SSG- The Most Important Metric in RetailingRetailing is a straight forward business model wherein growth is primarily driven by continuous addition of new stores. And the ability to add new stores is dependent on two key aspects- 1. Retailer’s Right To Win Proposition to add new stores makes sense only when the retailer…
Diary Of A Private Investor
Diary Of A Private Investor
privateinvestor.substack.com
Notes, Research and Thoughts on Everything Markets
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