Cash Burn, Mixed Signals, Robo Cab
Tracking the wide range of news & analysis out there, cross-sector and often cross-geography, is a fun albeit intense way to make a living. It's no wonder one gets even more excited going voice-borne, courtesy our Weekly Podcast i.e. LongShorts. Through a few data points, lots of insights, and even more banter...we typically aim to cover narratives and nuances which we "feel" are important. We started slow, but with 32 episodes and two seasons behind us, LongShorts has so far been a delight. Many more to come.
Today’s episode or ‘season finale’ touches on…
- Paytm Mall’s size-able $150-$200 million cash burn over Diwali season, our views on cash-backs and discounts as a viable growth strategy.
- Rich domestic market valuations and thoughts on the presence or absence of corresponding underlying credit growth.
- Tesla and Robo-taxis. Enough said!