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Mar 4 2021

Food for thought and milk for money! 🐮

#146:
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When I was a kid, my parents would give me a glass of milk every day in the morning before I go to school. It was more of a ritual, to be honest. There were days I probably missed carrying my lunch to school, but forgetting to have a glass of milk was nearly impossible.

India's dairy market is over $100B and has a compound annual growth rate of 10%. This sector is so big that it almost comprises 1/3 of the total F&B market! That is just wild!

So to do a little deep dive into the Indian F&B industry landscape, my colleague Rohit drafted an F&B investment thesis, an attempt to map opportunities in this multi-billion dollar space.

Please give it a read and share your thoughts.
Also, IMHO if anyone can build the inroads to produce and distribute vegan/dairy alternative products, in the next 5-7 years, they might be able to take a big chunk of the F&B pie - happy to discuss more in detail :)
Gyaan
In 1993, a focus group headed by Jon Steel, a partner at the San Francisco-based advertising firm Goodby, Silverstein & Partners, asked respondents not to consume milk for a week prior to participating in the study. Steel’s aim was to gather information about milk habits that would inform his pitch to a new client, the California Milk Processor Board, which was looking for creative strategies to boost sales.
Value is created through innovation, but how much of that value accrues to the innovator depends partly on how quickly their competitors imitate the innovation. Innovators must deter competition to get some of the value they created. These ways of deterring competition are called, in various contexts, barriers to entry, sustainable competitive advantages, or, colloquially, moats. There are many different moats but they have at their root only a few different principles. This post is an attempt at categorizing the best-known moats by those principles in order to evaluate them systematically in the context of starting a company.
Growing a business is no easy feat. Every dollar counts.
But what if we could “hack” our growth? Instead of paying $20 to acquire a new customer, we could focus on projects that continue to bring us, new customers, long after we’ve finished improving. Paying for the hack once and enjoying growth long after the fact sounds like a good deal to me.
Elsewhere
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  • We are hosting a round table discussion on how to use No/Low Code platforms to build internal tools tomorrow at 12:30 PM IST. Let me know if you want to be a part of it.
Quotable
'The value of an idea lies in the using of it '

― Thomas Edison
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