A few industries that I have been seeing from close quarters – and have very strong views on are food and health, pharma, financial services. One thing clear in all the 3 industries – the more you complicate, the more money you can make. So whether it is a Kellog, or a Gillette they can […]
When Tata Motors launched Indica, I was skeptical, sold the share and bought it back at 25% of the price at which I sold. Just luck I guess, but I will live with that. A brilliant observer of the auto market Adil (of Car and Bike fame!) told me “I told T Motors they should […]
A few years ago there was a run on a bank…surely nobody wants me to name the bank, correct? Well I will not. RBI went out of its way to rescue it. When I was talking to somebody in the management of that bank, he said ‘It is actually RBI’s problem’ – we have no […]
When I was younger and my head was full of foolish ideas and lot of black hair….there was also a huge urge to start some new businesses. Thank God, I did not! In the 1990s – Income tax practice was still on the top of my head. I seriously thought I should set up a […]
I am convinced that there are two ways to make money in the world (including India) and both are terrific ways. Of course I am too lazy to use both the methods, and hence this generous sharing of ideas. a. Create Confusology products: Learn from certain industries as to how to create a huge range […]
Long ago when I asked the mutual fund regulator’s office why there were no Mergers and Acquisitions happening in the mutual fund industry he said ‘because it is easy to get a new license’. Chuckle Chuckle. Now 3 companies Indiainfoline, Union Bank of India with KBC Asset Management and India Bulls have all got the […]
Everybody and his uncle and aunt wants to talk about the great Indian entrepreneur..and how he is great. Well he is not great, he is generally s…ed. If he had a choice he would be in a happy government job, assured of an indexed pension, take leave to see the country…and generally be counting his […]