Kotak Mahindra Bank

Suppose you were lucky to have Uday Kotak as your friend. It was November 1985, and Uday Kotak knocks on your door and offers you to invest one lakh rupees with him. Knowing him personally, you decided to partner with him. Click here to read the rest.

Nothing new under the sun

Peter Bevelin is a master in extracting critical passages from great books. He organizes these key passage into themes. Some of the advantages of the theme-based organization are easy lookup, easy recall, and it helps our associative brain as themes act as the central node on which we can hang other ideas and experiences. Click…

Three bucket framework to Investing

For Value Investing Almanack, Anshul Khare asked me the following question: “Being a value investing disciple and also working in a company which is at the bleeding edge of technological disruption, how has your investing style evolved in last five years?”. Click here to read the rest.

Beautiful Investment Analysis

Sherlock Holmes and Dr. Watson went on a camping trip. They pitched their tent under the stars and went to sleep. In the middle of the night, Holmes woke Watson up and started a conversation. Click here to read the rest.

Bajaj Finance

Sometimes being late to a party might workout very well in your favor. Indian economy grew at a high rate of 9.5 percent from 2005 to 2007. Money was cheap and inflation was low. Click here to read the rest.

Shemaroo Entertainment

What’s a better learning strategy: covering a subject in full detail from top-to-bottom or progressively sharpening a quick overview? The better way to learn is to use the idea of progressive rendering. Get a rough outline as quickly as possible. Then gradually improve your understanding of the subject over time. This document is a rough outline…

Wonderla Holidays

Wonderla Holidays is in the amusement park industry. An amusement park is a collection of rides and activites to entertain a large group of people. I spent sometime studying the business model of Wonderla. Click here to read the rest.