Biggest Risk!

In the world of Investing, the core job of an Investor is to make risk adjusted returns higher than the benchmark Index. We end up spending countless hours in identifying, assessing, evaluating risks to make an alpha. The multi centuries old fundamental characteristics in a human being – Greed, Fear and Ego will always lead to … More Biggest Risk!

My views: Current state of the World Economy [2 mins read]

COVID-19: Will take 3-4 months to settle down (Base case) Complete lockdown is the key mitigant for the Virus. Proactive measures taken by countries like Singapore able to withstand the storm – Sonner the better Key Indicators to track: Nos. of new cases (Two broad buckets): Western Europe (Spain, France, Germany): Flattening of curve is … More My views: Current state of the World Economy [2 mins read]

The HUL way

Never thought HUL would be so influential in the Corporate India ecosystem. Produced ~400 CEOs/CXOs, thoughts on Capital spends, thoughts on employee hiring, incentivization and many more… Good and Refreshing takeaways. Thanks to Spark Capital for putting their key takeaways from the book – “The CEO Factory” by Sudhir Sitapati.