Shivam Gusain
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 222 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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sgdecypher.substack.comLatest Issues
The $30 Billion Wedding Dress
The online commentary around Shein right now reads like a company that peaked and is now quietly deflating. In April 2022, private investors valued Shein at roughly $98 billion, a figure that briefly made it one of the most valuable private...
A Warning from Lyocell
Something interesting is happening in the lyocell world right now, and there are lessons in it for where next generation materials may be heading.
Demand is growing, capacity is expanding, and lyocell is increasingly being treated as o...
Solvolysis and the Art of Staying Solvent
The most useful thing in the Joint Research Centre’s new report on chemical recycling economics, “Economic viability of chemical recycling: Current and future perspectives” (Gaudillat, Marschinski and Saveyn, JRC147061, 2026), is not the co...
The Dream We Left in the MUD
Somewhere, probably already, someone is assembling a new slide deck. It will have a page on what went wrong, another on leasing economics, and several more on customer acquisition, inventory and cash flow. MUD Jeans will spend the next seve...
The Market Is Huge. So What?
No bank, bondholder or counterparty in finance would accept a promise of money with no date attached to it.
No bank, bondholder or counterparty in finance would accept a promise of money with no date attached to it. Offer someone a thousan...
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Authors
The writers behind this newsletter.
I’m Shivam, a dyestuff chemist and water engineer who fixes things. I work in factories, not boardrooms, and I care about what works, not what sounds good. If you want honest answers and results you can actually see, let’s get to work.
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