Think First Principles, then Disrupt & Dominate
Several CCP Portfolio companies have announced business initiatives which seek to change the paradigm of certain industries – such as Titan (Caratlane), Asian Paints (Home Décor and backward integration) and Bajaj Finance (Fintech related initiatives). All of these initiatives are already profitable with a potential to leverage the existing core strengths of these companies to […]
The Little Champs Are Prepared for Western Turmoil
Globalisation has been an important growth driver for Little Champs. However, several headwinds (geopolitical issues, rising energy costs and rising interest rates) in some export markets like Europe have raised concerns around Little Champs with significant global exposure. The fact that historically the impact of crises in the West has had limited impact on Indian […]
The 3 things that keep people feeling motivated at work
There’s a school of thought that advocates incentives are paramount in motivating people to give their best. This piece in the TED argues otherwise citing research from Richard Ryan and Edward Deci. “Deci and Ryan pioneered what would come to be known as self-determination theory. Self-determination theory essentially argued that people are motivated when they can […]
An Era Just Ended In China
As the Chinese Communist Party’s National Congress concluded last weekend, the markets opened the week with Chinese stocks down sharply. Commentators around the world view the event in which Xi Jinping established himself as the undisputed authority as a watershed event in global geopolitics. Yuen Yuen Ang, a professor of political science and an award […]
Business owner, not value investor
When we are asked if we see ourselves as value investors or growth investors, we don’t know what to say. If investing is buying an asset at a price significantly less than its value, isn’t all investing value investing? Conundrums like these have meant that the term value investing has been increasingly misused or even […]
Rocket ships and tractors
The tech strategist Ben Evans has written an interesting essay which is relevant for investors like us who are obsessed about companies which generate revenues, profits and free cashflows (rather than companies that generate hype & publicity). Ben says that we need to distinguish between digital companies like Facebook (which he says is a ‘rocket’) […]
Inside the U.S. Effort to Arm Ukraine
If anyone doubts the intensity of Cold War II, they should read this piece in the New Yorker which details just how extensive has been the help and the intelligence that the Americans have provided to the Ukranians as the latter continue their war against Russia. Through spring 2022, the Americans and NATO first gave […]
My guide to a deglobalising world
As Cold War II clicks through the gears, several authors have published books regarding how the world will change and what businesspeople can do to ensure that they land on their feet. Longstanding FT columnist Rana Faroohar’s book on this subject “Homecoming: The Path to Prosperity in a Post-Global World” has been published to rave […]
Let Go of the Learning Baggage
Most organisations now have a ‘Learning and Development’ program recognising the need for continuous improvement. However, one aspect of learning is often unwittingly frowned upon at work or atleast is a source of guilt for many of us – deep thinking, or what this blog calls as the ‘diffused mode of learning’ where we connect […]
Media Lying about Climate change and Hurricanes
In last week 3 Longs & 3 Shorts we highlighted an article from the Financial Times regarding how hurricanes were becoming more common and deadlier in the US and what the Americans are doing to forecast such hurricanes more accurately – see https://www.ft.com/content/938e7b54-0174-4984-8e94-34dbd1bb012a In the wake of this, some of you wrote in to say that […]
ABBA’s Triumphant Return
In a world where every morning it seems one wakes up to hear about a fascist politician coming to power somewhere or the other, it was particularly disappointing to hear of such a development in Sweden. As far as us Indians who grew up in the 70s and 80s are concerned Sweden is the country […]
China and the West are in a race to foster innovation
In the run up to this week’s potentially era-defining National Congress of the Communist Party of China, where Xi Jinping is likely to retain a third term as President and demonstrate more consolidation of power, the Economist has dedicated its latest edition to this event covering various aspects of the regime. Indeed, the Economist has […]
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