Abhay’s Substack

The Dimensionality of Advertising: Why Good Ads Aren’t Novel — They’re Effective

Walk into any marketing meeting and ask, “What makes a good advertisement?”

Nov 22 • 

Abhay Sahukar

2

3

September 2025

Understanding the Hospital Sector (Part 8): Balancing Cost and Care: The Economics of CapEx

You walk into a hospital the floors shine, machines beep with clinical precision, doctors float by like clockwork, and patients wait some anxiously…

Sep 11 • 

Abhay Sahukar

9

3

1

July 2025

Brand vs Channel: What Truly Drives the Indian Consumer?

Exploring the Battle for Loyalty in a Complex, Fragmented, and Digitally Dominated India

Jul 2 • 

Abhay Sahukar

3

April 2025

Understanding the Hospital Sector (Part 7): Doctor Retention, Churn, and Management

In Part 6 of our series, we examined essential KPIs like Payor Mix, Bed Capacity, and Occupancy, which provide crucial insights into a hospital's…

Apr 28 • 

Abhay Sahukar

2

Understanding the Hospital Sector (Part 6): KPIs - Payor Mix, Bed Capacity & Occupancy

In Part 5 of our series on the hospital sector, we explored critical Key Performance Indicators (KPIs) such as ARPOB (Average Revenue Per Occupied Bed…

Apr 12 • 

Abhay Sahukar

5

1

March 2025

Understanding the Hospital Sector (Part 5): KPIs - ARPOB & ALOS

As we explored in Part 4, the hospital sector is undergoing transformation, driven by new models and intensifying competition.

Mar 4 • 

Abhay Sahukar

10

2

February 2025

Understanding the Hospital Sector (Part 4): Is new model emerging? & Competition?

In Part 3, we examined the strategic debate between ownership and asset-light models, exploring how hospitals navigate capital allocation to achieve…

Feb 16 • 

Abhay Sahukar

11

2

January 2025

Understanding the Hospital Sector (Part 3): Ownership or Better RoCE?

In Part 2 of this series, we explored the various structures and models that define the hospital sector, uncovering how operational frameworks influence…

Jan 25 • 

Abhay Sahukar

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1

Understanding the Hospital Sector (Part 2): The Structures & Models

In the first part of this series, we uncovered the insights, challenges, and opportunities shaping the hospital sector.

Jan 13 • 

Abhay Sahukar

14

3

Understanding the Hospital Sector (Part 1): Insights, Challenges, and Opportunities

आरोग्यम् परमं भाग्यं स्वास्थ्यं सर्वार्थसाधनम्। प्राणदाता सुहृन्नित्यं प्राणसंधारणं प्रति। वैद्यः परमदैवत्यं शरण्यं सर्वदेहिनाम्॥

Jan 5 • 

Abhay Sahukar

11

1

2

December 2024

Growth & Valuations: A Framework for Investing

Investing is not just about identifying great businesses but also about understanding the nuances of business quality, management capability, growth…

Dec 27, 2024 • 

Abhay Sahukar

8

November 2024

Flexibility at its Best: The Rise of Flexible Workspaces

Picture this: It's the late 1990s, and office spaces are mostly towering, gray buildings with floors filled with cubicles.

Nov 9, 2024 • 

Abhay Sahukar

11

5