Letter # 96

As the second largest cinema chain in the world, Cineworld, prepares for bankruptcy, we take a trip down memory lane to see how the disrupters are themselves being disrupted now. In our article in Economic Times today, we look at how Kodak, which disrupted the photography market in the 1800s was dethroned once digital photography took over in the 1900s. A story of how disruptions in the world of photography, music and phones have learnings for current businesses, including the movie exhibition business in India. Read here: https://tinyurl.com/29uc7ehw

Disclaimers:
Information in this letter is not intended to be, nor should it be construed as investment, tax or legal advice, or an offer to sell, or a solicitation of any offer to make investments with Buoyant Capital. Prospective investors should rely solely on the Disclosure Document filed with SEBI. Any description involving investment examples, statistical analysis or investment strategies is provided for illustration purposes only – and will not apply in all situations and may be changed at the discretion of the principal officer. Certain information has been provided and/or based on third-party sources and although believed to be reliable, has not been independently verified; the investment managers make no express warranty as to its completeness or accuracy, nor can it accept responsibility for errors appearing herein.