Ep #03 | WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t
WTF is with Nikhil Kamath
00:00
The Future of Multiplexers
My trust with multiplex companies started many years ago, I had a very very bearish outlook of them. Food as an income source for multiplexers is really high as high as 40-45%. Then it changed pre-pandemic when I went long these companies. Because my reasoning changed to India too. In terms of entertainment for a family of 4 for 3 hours at some thousand rupees in a safe air conditioned environment. The alternatives were not men. One could argue cricket is an alternative. But I thought as India too grows, the relevance of multiplexers will go up. And they also become like these distribution hubs which I don't think they have up until now.
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