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
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
Max Estates is out to MANUFACTURE GRADE A office space in the Delhi NCR region with an incredibly low leverage approach.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
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
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
How united spirits is using the konmari technique to slim down its offerings and focus on those that matter.Read More
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
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
How continental coffee is using the secrets of range architecture to conquer the Indian coffee market.Read More
How the undisputed popcorn king is planning to get himself a new throne in the cereal space and what’s been holding him.Read More
Har baap ka sapna, bas SETTLE ho jaye beta apna ! (completing the man !) A note on Raymond Franchise Stores.
India is a land of the plenty, unlike the US, not of opportunities, but of money. Every businessman daddy is trying to “settle” his beta with an enterprise. Being huge fans of rentRaymond has a target to open 300 mini-franchise stores in the next one year. I am of the opinion that not only will…Read More
Whenever there is wild spread ambiguity, i remember Pabrai’s distinction between risk and uncertainty loud and clear. In this specific case, the loan book concerns were about mortgage worthiness (risk) and cash flow/interest payments (uncertainty ). Piramal seems to have put off taking calls from investors all these years as the entire group structure itself…Read More
Recently Bajaj Auto, released an ad on brotherhood day, an ad apparently to reduce discrimination in the Himalayas between the Bullet riders and the Avenger riders. Watch how it goes. I almost died laughing at the ad. It’s the cheapest shot of piggy backing on someone else’s brand name. The guy riding the Avenger, is…Read More
On August 2015, Jubilant traded at 1923 a share, thats a M.Cap of a whooping 12,610 cr.. Jubilant sold 2410 cr of pizzas(mostly) this year and made 114 cr after taxes. At 12,610 cr someone assumed that Jubilant is worthy to pay 110 years worth of current profits. 110 !!!!! I have something to say…Read More