Thoughts on Investing

  • What my neighbourhood jockey dealer has to say about the brand

    Earlier jockey was into premium range only, now its available at all price points Indian brands like Rupa, Euro would cost you 90-100 for an undi whereas you can get a Jockey at 120 There are five separate distributors for different segments/range So, out of the 6 working days in a week, five days you have a different Jockey distributor sitting […]

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  • 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 […]

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  • 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 […]

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