Diageo has discarded over 40 desi brands to only buy into 2 new Indian craft brands. The Brit is playing cards – rather well !Read More
iSec – moving from velocity to MOMENTUM
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
How much can Mrs Bector spread, the culture of bread ?
Mrs Bector’s Ltd is a proxy play on growing woman workforce in India.Read More
CERA is going up the Digestive System
After reorganising the sanitary and faucet market, Cera is now looking towards the kitchen market in Bharat.Read More
How to make money via matrimony.
Why Bumble and Tinder cannot breach Matrimony’s wedding services business, ever.Read More
Stove Kraft – Clearer Insights
Stovekraft will be doing to Indian cookware what Bata did to Indian footwear.Read More
icici SEC does not SUCK !
Why judging ICICI Securities by its ability to open new accounts is like judging elephant by its capacity to climb a tree.Read More
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.Read More
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.Read More
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.Read More
Is Max Ventures going Anywhere but down ?
Max Ventures has finally pointed all its rockets in the right direction.Read More
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
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.Read More
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.Read More
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.Read More
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.Read More
Dimaag ka Nahi, yeah Dimaag SE Dahi banaraa !
Heritage is not going to be history as soon as the market perceives.Read More
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)…Read More
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…Read More
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 ?Read More
“United we fall, Divided we Stand” – The Diageo Mantra
Is Diageo India painting with numbers ?Read More
SiS – Is this a security services company or a Bank ?
Banks and Security service companies have an uncanny resemblance !Read More
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.
RVNL. A company where the Government is your Tail Wind.
Forget Electric Cars, Electric Rail makes more investment certainty.Read More
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.Read More
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.Read More
“Testosterone to Taste”
How Bira will accidently increase the profits of Kingfisher.Read More
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.Read More
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.…Read More
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…Read More