Of balance sheets and Tea !
My last post on ICICI Sec was basically a rant about iSEC not getting its due in valuations simply because the market thought iSec wasn’t opening enough new accounts and the Zeros of the world were opening way too many. This was published on 26/04/21 when iSec’s market cap was about 14,000 crores. Today, the…
Read More
Mrs Bector’s Ltd is a proxy play on growing woman workforce in India.
Read MoreAfter reorganising the sanitary and faucet market, Cera is now looking towards the kitchen market in Bharat.
Read More
Why Bumble and Tinder cannot breach Matrimony’s wedding services business, ever.
Read More
Stovekraft will be doing to Indian cookware what Bata did to Indian footwear.
Read More
Why judging ICICI Securities by its ability to open new accounts is like judging elephant by its capacity to climb a tree.
Read More
StoveKraft is all poised to be in the top 3 players in the Kitchen Appliance and non-stock industry in India. With cost and operational advantages in play, brand pigeon is all set to soar.
Read More
SiS is at the cusp of digitisation in the security and facility management space. Moving from analog services to digital and tech enabled safety and assurance product. The metamorphosis has begun.
Read More
How Diageo is taking Scotch down the path of sophisticated to fun, from privilege to inclusive and from stuck up to simply HIP.
Read More
Max Ventures has finally pointed all its rockets in the right direction.
Read More
Exceptional insights of Naval R on building wealth, the new work life and paying it forward.
Summary of The Almanack of Naval Ravikant
CERA is going to end up on the right side of the disruption in the RE industry. After years of preparation and consolidation CERA is about to take off.
Read More
How Jubilant FoodWorks is Indianizing Italian, Chinese and American Cuisines and laughing its way to the bank.
Read More
The Debt Free – Cash Rich Thomas Cook is beginning its second innings in India.
Read More
How and Why Kingfisher will remain the King of the Hill and why Bira 91 is nothing but monkey chatter.
Read More
Robert dismisses myths behind the so called model teachers, assets and money and shows the light on what the actual ones are.
Read More
So what makes a great filter coffee ? the aroma, its bitter-sweetness, the smoothness and of course its caffeine content. South Indian coffee has always been an enigma as the process was always perceived to be a art that most granny’s have. But frankly this art was simply a bunch of ratios. Decoction Ratio :…
Read More
Max Estates is out to MANUFACTURE GRADE A office space in the Delhi NCR region with an incredibly low leverage approach.
Read More
How to do well by doing good.
Read More
Heritage is not going to be history as soon as the market perceives.
Read More
Khadims has a whopping 800 stores in India, 200 owned and 600 franchised. Despite the 800 store count, it has a measly turnover of just about 800 cr. What makes this a sadder story is that they alo have institutional business as and a distribution business with 540 dealers. (Obviously they aren’t all that effective)…
Read More
This Security Company is an awesome Security to Own 😉 Big Fat Target – To be no 1, in all three verticals of Security, Facility Management and Cash Logistics in India by 2022. Revenue Contribution Today 38% India security service. 49% Australia, New Zealand and Singapore security service revenue. 13% facility management Negligible Cash management…
Read More
Can the Indian King of Organic Brands stay relevant with the onslaught of Diageo and Pernod Ricar d ?
Read More
Is Diageo India painting with numbers ?
Read More
Banks and Security service companies have an uncanny resemblance !
Read More
Majesco is helping old and boring insurance companies embrace the cloud and go digital.
It is also drastically improving the customer experience.
Forget Electric Cars, Electric Rail makes more investment certainty.
Read More
Piramal Enterprises is still a Kamadhenu of the Indian Stock Market. Updates on the end of the Financial year.
Read More
How HIL (Hyderabad Industries) is making superbrands about things that people don’t really care about, and raking in millions in the process.
Read More
How Bira will accidently increase the profits of Kingfisher.
Read More