I’ve been interested in Lab Grown Diamonds as a market for a couple months. Limelight diamonds raising a round prompted me to put my thoughts on the industry here.
- GenZ consumption and investment pattern are less favorable towards commodities like
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Anonymous 1
Hey I am on Medial • 3m
The stock performance data is cherry-picked. Look at Signet's earnings after their LGD push - margins are getting squeezed because LGDs are becoming commoditized. It's a race to the bottom
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Vishu Bheda
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𝗧𝗵𝗲 𝗛𝗶𝗱𝗱𝗲𝗻 𝗖𝗿𝗶𝘀𝗶𝘀 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮𝗻 𝗙𝗠𝗖𝗚 𝗡𝗼𝗯𝗼𝗱𝘆 𝗧𝗮𝗹𝗸𝘀 𝗔𝗯𝗼𝘂𝘁
(And why the US shows us what's coming)
If you're building or investing in FMCG in India, this will open your eyes.
In the next 5 years, most traditional
💥 Glovo, Delivery Hero, and the €329M Wake-Up Call
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