Big Investor Blog

25/03/2021

This Krafty PIGEON is flying high on gas.

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.

26/11/2020

SiS is cashing in on F E A R

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.

10/11/2020

Take a walk Johnnie, scotch #JUSTGOTHIP

How Diageo is taking Scotch down the path of sophisticated to fun, from privilege to inclusive and from stuck up to simply HIP.

05/11/2020

Is Max Ventures going Anywhere but down ?

Max Ventures has finally pointed all its rockets in the right direction.

31/10/2020

Naval R on Wealth, Work and Paying it Forward

Exceptional insights of Naval R on building wealth, the new work life and paying it forward.
Summary of The Almanack of Naval Ravikant

21/10/2020

CERA

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.

13/09/2020

Hail the new Masala King “HRH Jubilant Foodworks” – Chal hatt MDH !

How Jubilant FoodWorks is Indianizing Italian, Chinese and American Cuisines and laughing its way to the bank.

24/02/2020

How the boring old Thomas Cook is turning out to be a Master Chef

The Debt Free – Cash Rich Thomas Cook is beginning its second innings in India.

22/02/202019/03/2020

Why David can’t get the better of Goliath this time. (bunder vs kingfisher)

How and Why Kingfisher will remain the King of the Hill and why Bira 91 is nothing but monkey chatter.

18/12/2019

ORIGINAL wisdom from the book of FAKE stuff – Robert Kiyosaki.

Robert dismisses myths behind the so called model teachers, assets and money and shows the light on what the actual ones are.

31/10/2019

ID filter coffee decoction takes the math out of coffee.

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 :…

30/09/2019

Take a real adventure with Max Ventures !

Max Estates is out to MANUFACTURE GRADE A office space in the Delhi NCR region with an incredibly low leverage approach.

13/09/201913/09/2019

It’s not an easy Job for Tim to Cook !

How to do well by doing good.

22/08/2019

Dimaag ka Nahi, yeah Dimaag SE Dahi banaraa !

Heritage is not going to be history as soon as the market perceives.

09/08/2019

Khadim’s – the Pomeranian that wants to be an Alsation

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)…

17/06/2019

SiS Annual Report 2018-19 Highlights

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…

05/06/2019

Can Radico Khaitan do something Radical again ?

Can the Indian King of Organic Brands stay relevant with the onslaught of Diageo and Pernod Ricar d ?

31/05/2019

“United we fall, Divided we Stand” – The Diageo Mantra

Is Diageo India painting with numbers ?

30/05/2019

SiS – Is this a security services company or a Bank ?

Banks and Security service companies have an uncanny resemblance !

22/05/2019

Insure your profits with Majesco ;)

Majesco is helping old and boring insurance companies embrace the cloud and go digital.
It is also drastically improving the customer experience.

06/05/201906/05/2019

RVNL. A company where the Government is your Tail Wind.

Forget Electric Cars, Electric Rail makes more investment certainty.

27/04/2019

After going up 10x in the last 7 years, Piramal Enterprises still remains a Growth story available at a pretty cheap value.

Piramal Enterprises is still a Kamadhenu of the Indian Stock Market. Updates on the end of the Financial year.

15/04/2019

Kacche Raaste,Pucca Iradey – Hyderabad Industries.

How HIL (Hyderabad Industries) is making superbrands about things that people don’t really care about, and raking in millions in the process.

03/04/2019

“Testosterone to Taste”

How Bira will accidently increase the profits of Kingfisher.

09/03/2019

United Spirits does a Marie Kondo

How united spirits is using the konmari technique to slim down its offerings and focus on those that matter.

14/02/2019

CCL Products 9M FY 19 Con-Call Update

Vietnam was Tax Free, now it even becomes DEBT FREE. Vietnam operating at 80% capacity. Will be enhancing capacity by 3500MT next year. Unlike Brazilian coffee converters, CCL can import coffee from anywhere in the world. Huge advantages from quality, price and availability. CCL has been concentrating more on developing countries rather than developed countries.…

30/01/2019

Will Prabhat have another Su-Prabhat ?

It’s funny how we take some major life decisions based on almost nothing and sometimes want every possible proof for smaller decisions. Ours is a country with very confusing faith systems. Finding a balanced faith which people use at all times is getting increasingly difficult. We choose life partners based on astrology, break and modify…

11/12/2018