Happy Diwali Some thoughts for Founders and Owners based on my interactions with the Founders of my Investee Companies (read more) and others, and my life experiences.At the outset, I am very proud to be associated with Founders of my Investee companies and I admire these qualities in most of them which are as follows: […]
In my personal view getting to zero net debt and focussing on value creation and ROI is going back to first principles of prudent use of capital, monetize when money is available and building long term Alliances/Partnerships/JVs. I am sure Mr. Ambani and his team may have thought about it, but still wanted to propose […]
I am often asked the question about what is my view on the current economic outlook. At a philosophical level, it’s all about the sentiment. As I understand one of the main reasons for economics slowdown is stagnant private sector investment driven by negative sentiment and news which leads to a vicious cycle, on the other […]
There is so much that is happening because of convergence between the virtual and real world that business models will need to undergo a change, here is one thought relating to real estate. Given the behavior of millennials who are open to accepting “sharing”, experience and convenience, and the emergence of new digital technologies and ecosystems, […]
I have been following a philosophy of “Dil Se” investing, I have spent some time introspecting to define what do I mean by Dil se. Dil Se investing is a fine balance of “gut and softer aspects” and “Logic, analysis, and numbers”.Gut and softer aspects are the Biology and Chemistry and Logic analysis and numbers […]
