Bazaar

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. I invited Utsav & we spoke about the key changes introduced by these IT rules and the implications it would have on the Media & Entertainment industry...

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’ of INR 582 crore, with IIFL & the promoters offloading the majority of the shares. You can reach ou...

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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...

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 inve...

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. We analyzed the pros and cons of IRFCL's business and why being in a Monopoly might not be tha...

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.  We also spoke about an application called CoVIN - which could be a game changer in t...

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...

Mrs. Bector - 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 t...

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, Competitio...

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. And, we talk about how important it is for depositors to research about a bank before putting their h...

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 airlin...

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. We also covered the Antitrust lawsuit which the DoJ filed against Google! You can reach out to us at thebazaarpodcast@gmail.com

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. You can read more about the deal at https://www.fool.com/investing/2020/10/26/dunkin-brands-might...

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!

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! Let us know if you want us to cover any other Company/Industry by shooting us a mail at thebazaarpodcast@gma...

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.  You can reach out to us at thebazaarpodcast@gmail.com

In this episode, 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? Let us know at thebazaarpodcast@gmail.com

In this episode, we discuss about the history of the Vision Fund, it's performance & the VC landscape in general. Reach out to us at thebazaarpodcast@gmail.com.

In this episode, we talk about the recent investments in Jio Platforms, the future potential, Mukesh Ambani's role in lifting Jio to where it is today. You can reach out to us at thebazaarpodcast@gmail.com.

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 rea...

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. You can reach out to us at thebazaarpodcast@gmail.com for any topic suggestions/feedback. You can also read Utsav's latest article on Privacy at https://www.linkedin...

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. You can reach out to us at thebazaarpodcast@gmail.com