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Dexter Capital Advisors • 1y
Why just blame Adani Group? 📛📛 Days ago, there was a big furore over Adani depending on Chinese vendors for the machinery to domestically manufacture solar modules and cells. But, that’s highly misleading. And in fact, it’s highly hypocritical.
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Dexter Capital Advisors • 8m
I’m an odd one, but all these solar module and cell makers doing IPOs right now will be in deep trouble 2-3yrs down the line 🙏🙏 Why? Cuz, their biggest customers will no longer be buying from them. That will leave a market with just small players
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Dexter Capital Advisors • 4m
Trump just gifted Indian solar module exporters a crazy big win, and yet nobody’s talking about it 🙏🙏 The US has imposed duties up to 3,521% on imports from Cambodia, Vietnam, Malaysia, and Thailand - nations that supplied 77% of America’s solar m
See MoreHelping founders fix... • 4d
Life experiences in a Startup world: I have seen this happen many times with developers, especially my close friends. In the early years, technical skills make them shine. They write clean code, solve complex bugs and quickly become the go to perso
See MoreTech guy with a busi... • 20d
India’s biggest family businesses like Reliance worth ₹28.23T and Adani worth ₹14T are massive players. Together they are valued at ₹134T and add about ₹7,100 crore in value every day. They create huge numbers of jobs, control major industries such a
See MoreDaily Learnings... • 7m
Porter's Five Forces Analysis Porter's five forces framework is a method of analyzing the competitive environment of a business. The five forces are: 1] Competition: Intensity of rivalry among existing competitors, influencing pricing, profitabil
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