EQ Saturday Sapience #104
Equity Intelligence 1st February 2025
Quote for the Week
“When securities prices decline, an investor’s perspective can go in one of two directions. The vast majority of investors view a price decline as a loss of value. This has a basis in reality for those who are traders, those whose portfolios are financed with borrowed money, and those who have little or no knowledge about the companies in whose securities they have invested. For value investors, though, price declines frequently mean nothing more than that yields have rallied. The same securities with the same fundamentals, and without any permanent impairments of capital, have become available at far more attractive pricing than was previously available.” —Martin J. Whitman
Picture for the Week
Podcast for the Week
Fixing Poverty in India... Conversation with Manish Sabharwal… Watch Here
Articles for the Week
DeepSeek, AI sovereignty, and India… India’s AI sovereignty and future thus lies not in a narrow focus on LLMs or GPUs, which are transient artifacts, but the societal and academic foundation required to enable conditions and ecosystems that lead to the creations of breakthroughs like LLMs—a deep-rooted fabric of scientific, social, mathematical, philosophical, and engineering expertise spanning academia, industry, and civil society… Read Here
A Deep Dive into India's INR 7.8 Billion Spices Industry… Rising health consciousness, rising awareness about Indian spices, and the growing food and beverages industry are driving growth for the industry… 85% of the spice production in India is by small-scale farmers and ~2.5 lakh rural workers depend on the spices industry for their livelihoods… Read Here
Delhivery enters quick commerce with 2 hr delivery services for D2C, ecommerce brands… The service will address the needs of brands across categories, including beauty and personal care, apparel and fashion, electronics and accessories, which traditionally relied on standard ecommerce delivery timelines to reach consumers within hours of receiving an order on their platforms… Read Here
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