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Sands Capital - What Matters Most
Sands Capital
11 episodes
5 days ago
Go inside the businesses driving global innovation, changing the way we live and work. Sands Capital is an active, long-term investor, and each podcast in our What Matters Most series offers investors an in-depth look at a particular company, explains how our high-conviction strategy led us to target them, and why we expect them to be a leader going forward. https://www.sandscapital.com/WMM-Disclosure
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Investing
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All content for Sands Capital - What Matters Most is the property of Sands Capital and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Go inside the businesses driving global innovation, changing the way we live and work. Sands Capital is an active, long-term investor, and each podcast in our What Matters Most series offers investors an in-depth look at a particular company, explains how our high-conviction strategy led us to target them, and why we expect them to be a leader going forward. https://www.sandscapital.com/WMM-Disclosure
Show more...
Investing
Business
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Unearthing Value: A Deep Dive Into Titan, India’s Jewelry Giant
Sands Capital - What Matters Most
38 minutes 48 seconds
1 year ago
Unearthing Value: A Deep Dive Into Titan, India’s Jewelry Giant

In this episode of What Matters Most, we delve into the world of Titan, India’s leading jewelry and watch retailer, with Sands Capital Sr. Research Analyst Massimo Marolo. Explore the cultural significance of gold in India, the dynamics of the fragmented jewelry market, and Titan’s advantages as a trusted, vertically integrated brand. The conversation highlights Titan’s potential to further consolidate the industry and increase its market share as well as its commitment to sustainability and ethical sourcing in its gold supply chain. Tune in to discover how Titan is shaping the future of jewelry retail in India.

Episode Transcript ⁠Available Here⁠.

  • (1:14) The Promising Business Space of the Indian Jewelry Industry
  • (2:34) Titan's Advantage as a Trusted Brand
  • (5:18) Differentiating Titan from Unorganized Mom-and-Pop Jewelers
  • (17:09) Cultivating Relationships and Localized Designs
  • (26:04) Vertical Integration and Staying Ahead of Trends
  • (31:24) Sustainability and Ethical Sourcing


Related content from Sands Capital

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In case you missed it: What Matters Most Episode 10: Placing Bets on Innovation: Flutter's Revolution in Online Gambling

Catch our most popular episodes from this season:

  • Globant Takes A Design-First Approach to Pure Play Digital Service⁠
  • ⁠⁠Revolutionizing Public Safety: The Axon Ecosystem⁠⁠

⁠Follow What Matters Most⁠ wherever you listen to podcasts and never miss an episode.

Learn more about ⁠Sands Capital⁠, sign up for ⁠our newsletter⁠, and ⁠follow us on LinkedIn⁠.

Review our podcast season and episode disclosures ⁠here⁠.

Sands Capital - What Matters Most
Go inside the businesses driving global innovation, changing the way we live and work. Sands Capital is an active, long-term investor, and each podcast in our What Matters Most series offers investors an in-depth look at a particular company, explains how our high-conviction strategy led us to target them, and why we expect them to be a leader going forward. https://www.sandscapital.com/WMM-Disclosure