Thoughts on Investing

  • Some thoughts on Gillette India

    One common bullish viewpoint made by most of the investors regarding Gillette has been “Market potential is huge considering its a highly under-penetrated market & Gillette is largely a monopoly business”   Lets break up the target market into urban men & rural men and see if there is actually that kind of potential:   Urban Men (Metro/Tier […]

    read more….

  • How to fix india’s flawed education system

    Before I come to the point, let me tell you where this post is coming from: In my MBA program at least half of the subjects were same as I studied in my graduation, in fact for some the recommended books were of the same authors. It was during this phase I could compare the […]

    read more….