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Viva la revolución
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Viva la revolución

Revolution is coming, whether we like it or not. Some good, some bad, some unknown.

Cody from The Call Notes
Oct 23, 2021
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Viva la revolución
thecallnotes.substack.com

Short summary: Is India is EV ready? Who will bring the EV revolution in India between 2W and 4W? Ola unfazed by semiconductor shortage. Travel and tourism have changed. Millennials are now largest hotel consumers. How is HUL thinking about D2C, inflation, and rural consumption warning signs.

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