The Curious Case Of Kitex Garments

https://2point2capital.com/blog/index.php/a2016/07/14/the-curious-case-of-kitex-garments/ An Interesting Article on forensic accounting by 2Point2 Capital (Amit Mantri). Kitex manufactures and exports infant garments and derives a majority of its revenues from the export of garments to the US and Europe.It is one of the multi-baggers in the small-cap universe and had delivered over 8x returns from FY2014 to FY2016.Let’s look

The Curious Case Of Manpasand Beverages

https://2point2capital.com/blog/index.php/a2016/12/06/the-curious-case-of-manpasand-beverages/ An Interesting Article by 2Point2 Capital (Amit Mantri), on how forensic accounting is done.They did some scuttlebutt from which they got to know what was wrong with their revenue and Profit numbers and found out some Red Flags in the Manpasand company. Building a new brand in food and beverages is exceptionally difficult due

India, Jio, and the Four Internets

– by Ben Thompson https://stratechery.com/2020/india-jio-and-the-four-internets/ The author Ben Thompson talks about the internets of different countries, and how each one of them is different from others.He also talked about the breaking of the 23 years old Great Firewall of China and also the Jio Bet of how Jio became so big.So, let’s have a look

Why Amazon Has No Profits (And Why It Works)

-by Benedict Evans https://a16z.com/2014/09/05/why-amazon-has-no-profits-and-why-it-works/ Amazon did not make any profit for 20 years since it was launched (see the graph below). Amazon is a Bundle Amazon makes revenue from three segments which are(% as revenue is according to the diagram given above)1. Media (26% of total revenue)Media includes the Prime Video, in which entertainment content is

How to Miss By a Mile: An Alternative Look at Uber’s Potential Market Size

https://abovethecrowd.com/2014/07/11/how-to-miss-by-a-mile-an-alternative-look-at-ubers-potential-market-size/ – by Bill Gurley On 18th June, 2014, Aswath Damodaran, a finance professor at NYU’s Stern School of Business, published an article on FiveThirtyEight titled “Uber Isn’t Worth $17 Billion.” In contradicting this article Bill Gurley says that the two assumptions on which Damodaran valued Uber are both wrong. The 2 assumptions were –

What Is Scaling in Business and How Is It Different Than Business Growth

An entrepreneur always searches for growth and scale in the business. Many people think these words are the same but it is way different from each other.Let’s see the difference between growth and scaling in business with the help of an easy diagram,   GrowthWhen a company increases its revenue equally as fast as they

How to calculate your total addressable market and make a great TAM slide for investors

https://www.forentrepreneurs.com/calculating-tam/ – By Jared Sleeper First of all, what is TAM? So, TAM (total addressable market) in short can be said as the total amount of demand that exists in the market for your product or service. It can also be said as a total available market. This concept of TAM is important mainly for

1 April 2021 – May 15 2021

Key Takeaways A RAY OF HOPE FOR Vi BONDHOLDERS Vi gave assurance to all the bondholders that all the repayments and interest payment that fall due later this year will be done promptly. After this assurance to investors company helped bonds to overcome a dry secondary market. Bonds worth Rs 674 crores have changed hands

COFFEE CAN INVESTING

Authors of the book Saurabh Mukherjea, Rakshit Ranjan and Pranab Uniyal are the three Authors of this book. Saurabh started his corporate career as a senior consultant in London Economics, where he worked from 1998 to 2000. In 2010, he joined Ambit Capital (Mumbai) as its Chief Executive Officer. In August 2018, Saurabh founded Marcellus

November 2020

Key Takeaways RELIANCE RETAIL DEALS Amazon had a deal with Future group in 2019 foe $200 million and there were some restrictions on Future retail that they cannot sell their assets to anyone on restricted persons. Still Future Retail made a deal with Reliance Industries for $3.4 billion to which Jeff Bezos opposed and wrote