Beta to Alpha | May '20 Update
Dear Reader,
Thank you for being a part of a 300+ community of future leaders and CXO's who have now been actively reading this blog.
When I started writing, I just had one objective - to write better content around Companies, Investing, Books and interesting things happening around the globe and add value to your time.
Today, I am glad to share that in less than 50 days, the blog has hit 15,000+ pageviews which basically translates to a pageview almost every five minutes!
Posts by the Author
Guru Randhawa and T-Series - A content making machine dominating the Globe
Did you know that T-Series is globally the most viewed and most subscribed channel on YouTube. This is without even considering their regional language channels. To add icing on the top, independent artists like Guru Randhawa are leading the pack. Click here to read more.
India's Twin and Four Balance Sheet problem
Get a brief idea about this in this short post here.
Debt and Debt Mutual Funds - The Painful Fallacy
Franklin Templeton fund shutdown, capital destruction and a lot of other events have been plaguing us. Let's take a deep dive in the entire landscape in a detailed post here.
Stimulus 2.0 and the road ahead for India
The initial announcement by the Prime Minister made me collate three viewpoints on the future - the banker's, the economist's and the policy expert's. Read more about the post here.
TTK Healthcare - The SKOREr in the condom space
TTK Healthcare launched the ‘Skore’ brand in the year 2012 and within 3 years it went from selling ~1.4 Mn+ Units to ~11.8 Mn+ Units in 2015 a CAGR of ~104%. To understand how Skore managed to achieve this feat in an intensively competitive market, we have to go back in time. Read more about the post here.
Other Posts (Just got lazy typing this part, honestly)
Has Curefit Cracked the Fitness code in India?
Delta Corp - Is this house always winning?
The Nike Oregon Project
Five books to start your reading plans in 2020 (Finance Heavy)
Four chemicals that control your brain
Seven expensive mistakes to avoid in the financial markets
Guest Posts
Unpacking Amazon Prime
Amazon Prime is often said to be one of the greatest customer loyalty tools in the business world. But it is a lot more than that; effectively becoming the third pillar that supports the Amazon machine (the other two being e-commerce and AWS). Click here to read more.
A framework for evaluating Mutual Funds - A deep dive into the DSP Quant Fund
You can read the detailed post here.
New Section - In the Media
May, 2020 has been a remarkable month. Right from getting a chance to be featured on international media, I got a chance to write for Moneycontrol, capitalmind, GSN Invest and get on an hour-long conversation about Reliance Industries! Find out about all these posts here.
Hoping to see you again very soon. Until then stay indoors and stay safe.
Feel free to reply to this newsletter to let me know of your thoughts or simply drop a 'Hi'.
Regards,
Saket Mehrotra