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FirstCry - A Bet on Startup Potential and Modern Retail in India
An in depth analysis on Firstcry's business model and valuation
7 min read


Zudio and the FOCO model
I dive deep into how Indian fast fashion store, Zudio, is expanding like crazy across the country
2 min read


The 'Uncool' Problems in Business
It's seemingly common sense that most business value is created in solving the 'uncool' problems and making improvements in everyday processes.
2 min read


We Need to Talk (more) about Cashify
Learn more about how Cashify takes on an information asymmetry problem and protects customers from 'adverse selection' by buying devices, refurbishing them and now selling directly to consumer
2 min read


Is McDonald's in India on the Same Path to Decline as Subway?
McDonald's in India seems to be on a declining trend. Here, we explore why
2 min read


What's Changing Matters Less than What Stays the Same
We spend way too much time debating and discussing things that change in an everchanging world, when actually we should focus on what stays same.
1 min read


Will Zepto learn from Byju's?
There seem to be some uncanny resemblances between Zepto and Byju's
2 min read


The Story of Tata Sumo
A great lesson in strategy is the story of Tata Sumo
2 min read


Why is India's biggest budget airline expanding its business class offerings?
Indigo, known for its no-frills model, is investing in business class seats. Why is this so?
1 min read


The Toy Revolution in India
It's an exciting time for play-n-learn industry in India, possibly at its inflection point, and disrupting the status quo
2 min read


Aadhar - the 12 Digit Masterstroke
My takeaways from this great documentary based off the once in a lifetime revolution called Aadhar
2 min read


Company Arc
Highly recommend these quick summaries on Indian companies by The Arc
1 min read


How to Think for Yourself
Excerpts from Paul Graham's great essay
2 min read


Bloom hotels
Good quality affordable hotel rooms - fast growing Bloom focused on quality over quantity
2 min read


Kellogg India Business Conference: Public Policy Panel
Highlights from the panel discussion on Indian public policy
2 min read


D-Mart
A quick overview on what makes D-Mart not only India's but the world's best grocer
2 min read
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