PinnedSecond guessing PromotersInvesting sometimes is a tight rope walk between what we think might be true based on our outside in knowledge and what the promoters…Feb 4, 2021Feb 4, 2021
The digital change that looks sticky !!Don’t know if we in India have won the battle with COVID-19 or it is the beginning of a contagion, post the end of the lock-down, the…May 21, 2020May 21, 2020
Journey ahead in charts…not all is well !!Last one month has magnifed what we have felt for a long time: there has never been a a wider divergence between the real world and the…May 3, 2020May 3, 2020
Never loose capital, no other rule counts…When we started our private equity investing career around 2008, we were told that it is ok to have 2–3 winners in a portfolio of 10. The…Apr 21, 2020Apr 21, 2020
How tech help in building a execution driven org.As an amateur Investor, I could rarely accept and appreciate why some orgs. could execute and some couldn’t. I use to think its more a…Jan 13, 2020Jan 13, 2020
Good governance breadcrumbs for Public InvestingWhen we started investing around a decade back, markets were on a dope. Steel strip suppliers wanted the valuation of telecom tower…Oct 4, 2019Oct 4, 2019
Why Consumers in India are not buying?We started looking at the Indian listed consumer space ~ 2011 and found some of the great multi-baggers of the current days…Jun 28, 2019Jun 28, 2019
“Burn Baby Burn”, “Burn More”Am an ardent Bear and believe that one needs 3–4 bear markets during his/her professional life to retire. I saw my first one in 2008. Since…Mar 10, 2019Mar 10, 2019
