Insights

Market observations, sector notes, and valuation thinking.

Short-form commentary on companies, sectors, and ideas I am actively following — published between full research reports.

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The Wrong Scoreboard: Why India's Quick Commerce Dark Store Race Misses the Point

Equity Insights aadithsantosh.com  ·  June 30, 2026 Sector Insight The Wrong Scoreboard: Why India's Quick Commerce Dark Store Race Misses the Point Aadith Santosh  …

30 June 2026