Consistent Compounders

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 […]

Oct 08, 2020 . 7 MIN READ
Consistent Compounders

Healthy gut, improved mood? The link between your microbiome and mind

The presence of bacteria in our intestines which help in digestion has been well-known but now with a breakthrough in technology that helps detect these bacteria better, there is a new field of research emerging, one that seems to establish links between gut-health and mental health, suggesting that the benefits of eating nutritious food may […]

Oct 04, 2020 . 2 MIN READ
Consistent Compounders

The making of an open source dictionary

We could not have done a better contextual introduction to this piece than the author’s own: “This is not a post on fintech, or even technology for that matter. This is the story of a product of tenacity, selflessness, and passion; a product that will transcend and outlive most technology we know of. This is […]

Oct 04, 2020 . 3 MIN READ
Consistent Compounders

Why Breathing Is So Effective at Reducing Stress

Covid is causing increasing stress levels among working professionals who were already under the pump given rising competitive dynamics of the corporate world. Increasingly, psychologists and performance coaches are recommending rhythmic breathing techniques to handle stress, something that has been an integral part of ancient wellness fields such as Yoga too. In this piece, the […]

Oct 04, 2020 . 3 MIN READ
Consistent Compounders

This Overlooked Variable Is the Key to the Pandemic

The Covid infection data for India is showing reasons to cheer with the active case count now declining for two weeks. The already high recovery rate has meant that the daily recovery number is now higher than the daily new case number bringing this decline in active case count. Whilst the latter could be due to insufficient […]

Oct 04, 2020 . 4 MIN READ
Consistent Compounders

Behind the new rules for NGOs to get foreign funds, a clear political message – fall in line

The front pages of Indian newspapers contain so much news on cricket and Bollywood that one would be forgiven for thinking that little else is happening in the country. In the midst of the mainstream media’s focus on inane chatter, the Indian Parliament passed on 23rd September an important law, The Foreign Contribution (Regulation) Amendment Bill, […]

Oct 04, 2020 . 3 MIN READ
Consistent Compounders

Standing Tall – Lessons in leadership from Satish Dhawan

The late Satish Dhawan did much to make the Indian Institute of Science (IISc) the premier science research centre in India. He also modernised the Indian Space Research Organisation (ISRO) and laid the foundations for the powerhouse that the ISRO has become today. On the birth centenary of this legendary technocrat, Ram Guha’s essay on […]

Oct 04, 2020 . 5 MIN READ
Consistent Compounders

The Role of Technology in Consistent Compounding

It is widely believed that new technology leads to disruptive innovation. However, companies that have consistently innovated over longer periods of time have combined existing technologies using a recipe that is heavy on intangibles and difficult to replicate. It is this recipe which enables consistent compounding over long periods of time despite several disruptions in […]

Oct 02, 2020 . 12 MIN READ

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