What I read this week...
Week 88
STRATEGY & MANAGEMENT
13 Things I Learned Reading a 225 Page Report About the Gaming Industry (Infinite Scroll)
“Internationally, the worldwide box office for the film industry was about $30 billion in 2024. That includes both Hollywood films and internationally produced films. Gaming is more than six times larger - revenues for the gaming industry were $200 billion last year… But since 2021, the industry has completely stagnated with zero growth even in nominal terms. Most analysts expected growth to continue, and they’ve been wrong…”
Global Private Markets Report 2025: Private equity emerging from the fog (McKinsey)
Mercado Libre delivers stellar Q4 2024 with net revenue of $6.1 billion and net income of $639 million (GlobalNewswire)
“Mercado Libre is the leading company in e-commerce and financial technology in Latin America, with operations in 18 countries and over 84.000 direct employees. It offers a complete ecosystem of solutions for individuals and businesses to buy, sell, advertise, obtain credit and insurance, collect, send money, save, and pay for goods and services both online and offline. In addition to the e-commerce platform and the Mercado Pago digital bank, the company has the services of Mercado Ads, Mercado Envios and Mercado Libre VIS (Vehicles, Properties and Services). The largest and most complete marketplace in the region, Mercado Libre already brings together more than 100 million annual active buyers, who make 57 purchases and 360 transactions every second…”
Gen AI: Opportunities in M&A (McKinsey)
INDIA
Indus Valley Annual Report 2025 (Blume)
Must Read
How India eats? (Nikhil Kamath)
Why D2C brands are putting their money on small packs with big hopes (Yourstory.com)
Strategic Musings
“Overthinking is the biggest waste of human energy. Trust yourself, make a decision, and gain more experience. There is no such thing as perfect. You cannot think your way into perfection, just take action.” — Sylvester McNutt III
Caught my eye…
