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F&B investment thesis

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A top-down analysis of the opportunities in the Food & Beverages space (excluding the food service and delivery businesses), covering how big is the opportunity, what are new consumer behaviors, products, business models, startups, and innovations in this space.

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Breaking down the Indian gaming industry

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I stayed up last night playing LudoKing and collecting coins on it, which helped me buy various themes. I’ve been chasing the Egyptian theme for a while now, for which I need 200,000 coins. I earn 1000 coins each time I win, earn 200 points if I volunteer to view an ad while watching TV as it plays out. Of course, I can buy coins too but who the hell pays for fake coins for a theme on an online gaming app.

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Transforming India’s primary healthcare system

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In the last decade, India has made gains in controlling diseases, such as polio, and improving access to maternal (maternal mortality ratio or MMR has dropped from 556 deaths per 100,000 live births to below 130), child health, and family planning services. On aggregate, however, India’s health system has achieved limited impact on population health outcomes, compared with its peers, and is unable to control high out of pocket payments that comprise 65-70% of total health expenditure.

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SWIGGY IT!

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Swiggy is an online food ordering and delivery platform. By virtue of steamrolling the food delivery logistics in India, it has managed to capture the eye of users, founders, and VCs alike. It was quick to achieve the unicorn status and is currently valued at $3.6 billion. It has managed to create a buzz around itself but the question is — how much is hype and how much is real?

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