‘The Victory Project’ by Saurabh Mukherje
Elon Musk’s 2 Rules For Learning Anything Faster
Two weeks ago, we featured a piece on using the T-model to build our individual capabilities – a combination of a wide and diverse array of interests represented by the horizontal bar of the letter T coupled with deep specialisation (the veritcal bar) in a specific field that draws upon on the insights from various fields. The author […]
Shareholder value isn’t past its sell-by date as a corporate goal
We featured a piece a couple of weeks ago, reigniting the debate on whether the sole purpose of a corporate is to maximise shareholder value like Friedman brought to believe in his now famous essay 50years ago or to deliver value to all stakeholders – workers, suppliers, environment and the society at large. In this […]
The Best Way to Compete with Big Companies: Do Nothing
There are growing concerns on how the global economy is getting concentrated into the hands of a few large technology companies, where the big are getting bigger and rapidly expanding into far flung domains. Here’s a story of how a small company can stand up to its larger competitor and win by simply focusing on […]
Inside the airline industry’s meltdown
The airline industry despite the crucial role it plays in connecting the global economy, is notorious for destroying value. Even the relatively young Indian private airline industry has seen almost all airlines either go bankrupt or shutdown with two of the three major players left standing are on the brink, the financials of the dominant […]
I stopped using screens on Sundays. This is how it changed my life
The author says that after an episode of seizure & fainting in 2019 she decided to slow down her life. She reduced her phone usage but inspite of that the stats on her phone told her that her weekly usage time wasn’t coming down: “I turned off my notifications years ago; my phone doesn’t join me […]
What Warren Buffett sees in Japan Inc
In late September, Warren Buffett’s Berkshire Hathaway invested $6.5bn in five Japanese trading houses that are well over a century old. “Berkshire’s investment in 5% each of Itochu, Marubeni, Mitsubishi, Mitsui and Sumitomo, though small relative to his investment firm’s $140bn mound of cash, was its biggest outside America. It said its stakes could increase […]
Spotlighting V-Mart Retail
This month we place the spotlight on another portfolio company, V-Mart Retail, the largest affordable fashion apparel retailer in tier 2, 3 and tier 4 cities of the north-eastern Hindi heartland. V-Mart commands one of the best RoCEs in Indian retail (pre-tax average RoCE of 28% over FY17-20) and has delivered net earnings CAGR of […]
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