Introducing Kings of Capital – our financial sector PMS
Over the past decade, India’s Financial Services sector has been hammered by demonetisation, the ILFS crisis, Yes Bank’s collapse and now the Covid crisis putting extreme pressure on weak lenders. However, history shows that investing in high quality financial stocks during a crisis proves to be highly rewarding. The key objective of our “Kings of […]
A Masterclass In Leadership: The Last Dance
Our readers have been on a roll sending us super interesting stuff to read. Many thanks and please keep them coming. This one is in response to a piece in the FT we featured a few weeks ago on the must watch Netflix documentary “The Last Dance” – about the Chicago Bulls’ dream run through […]
The Role of Cognitive Dissonance in the Pandemic
In last week’s 3L&3S we featured a piece about “Why facts don’t change our minds?”. One of our readers responded to that piece with this one which kind of steps back and attributes it to the aspect of cognitive dissonance. This piece is by Elliott Aronson and Carol Travis, who are social psychologists and authors […]
India, Jio, and the Four Internets
Ben Thompson is one of the more insightful commentators on the strategy aspects of technology. In this piece, he highlights how Jio Platforms is likely to achieve something that no telecom operator in the world has managed to i.e, adding a layer of profitable services to better monetise its high cost network infrastructure. More importantly, […]
Why Remote Work Is So Hard – and How It Can Be Fixed
We have been featuring quite a few pieces on Working From Home (WFH) for it affects most of us in a meaningful way and looks likely to stay this way for a while. Earlier this month, we featured a piece on the long unhappy history of WFH.As a response to that, one of our readers shared […]
Racist issues continue in South Africa cricket 29 years after readmission
For those of us who came of age in the 1990s, the liberation of South Africa from apartheid was probably the most inspiring event of that decade. Reading Nelson Mandela moving biography – ‘The Long Walk to Freedom’ – and then visiting the Robben Island prison where the great man was incarcerated for over three […]
Five dangerous things you should let your kids do
In this TED talk the speaker says that we don’t help our kids by making the world around them as safe as possible. Gever Tully says that we can do a few simple things to make our things creative, confident and in control of the environment around them. So what are these things. #1: play […]
When Products Drive Profits
Some of the most inspiring entrepreneurial stories are written when professionals venture out on their own. Building on their education and/or experience, these professionals usually strive to build product-centered businesses, forever changing the utility of the product in the eyes of the consumer. The key challenge in building pathbreaking products is balancing the economics of […]
The USD 30 Billions Sales-&-Leaseback of India’s Internet Economy
Twin short reads on India’s internet economy – the first on how India is selling itself short and the second on how to fix it. Vibhu Arya over-simplifies the subject somewhat but the simplicity makes it an interesting read and help build a perspective on what is clearly the most defining aspect of India’s economic […]
Has Warren Buffett Lost His Touch?
The preceding two short reads being both on technology is in-line with the rising frequency of technology related articles in 3L-3S and perhaps in-line with the increasing role of technology in our lives in general. Here’s a piece by Nick Maggiulli showing why in this increasingly digital world, Warren Buffett’s self-acknowledged hole in his ‘circle […]
‘TikTok Changed My Life’: India’s Ban On Chinese App Leaves Video Makers Stunned
Vibhu Arya’s plan to localise India’s digital economy has already received a boost by the Indian government’s ban on Tiktok and several other Chinese apps. The ban however did not attract much protest from the people in India, a country so diverse that every policy move is likely to face resistance from some quarter or […]
Covid Vaccine Front-Runner is Months Ahead of Her Competition
The race to develop a coronavirus vaccine is unprecedented in more ways than one. First, the importance of it all – the vaccine is the only logical end to the pandemic without going through the morbid path of achieving herd immunity. Second, it defies all well accepted timelines for a typical vaccine development – typically […]
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