Big Investor Blog

01/06/2022

Diageo breaks the Unity of United Spirits & mildly colonises it.

Diageo has discarded over 40 desi brands to only buy into 2 new Indian craft brands. The Brit is playing cards – rather well !

27/07/202127/07/2021

iSec – moving from velocity to MOMENTUM

My last post on ICICI Sec was basically a rant about iSEC not getting its due in valuations simply because the market thought iSec wasn’t opening enough new accounts and the Zeros of the world were opening way too many. This was published on 26/04/21 when iSec’s market cap was about 14,000 crores. Today, the…

06/07/202106/07/2021

How much can Mrs Bector spread, the culture of bread ?

Mrs Bector’s Ltd is a proxy play on growing woman workforce in India.

14/06/202114/06/2021

CERA is going up the Digestive System

After reorganising the sanitary and faucet market, Cera is now looking towards the kitchen market in Bharat.

02/06/202102/06/2021

How to make money via matrimony.

Why Bumble and Tinder cannot breach Matrimony’s wedding services business, ever.

28/05/202109/06/2021

Stove Kraft – Clearer Insights

Stovekraft will be doing to Indian cookware what Bata did to Indian footwear.

26/04/2021

icici SEC does not SUCK !

Why judging ICICI Securities by its ability to open new accounts is like judging elephant by its capacity to climb a tree.

25/03/2021

This Krafty PIGEON is flying high on gas.

StoveKraft is all poised to be in the top 3 players in the Kitchen Appliance and non-stock industry in India. With cost and operational advantages in play, brand pigeon is all set to soar.

26/11/2020

SiS is cashing in on F E A R

SiS is at the cusp of digitisation in the security and facility management space. Moving from analog services to digital and tech enabled safety and assurance product. The metamorphosis has begun.

10/11/2020

Take a walk Johnnie, scotch #JUSTGOTHIP

How Diageo is taking Scotch down the path of sophisticated to fun, from privilege to inclusive and from stuck up to simply HIP.

05/11/2020

Is Max Ventures going Anywhere but down ?

Max Ventures has finally pointed all its rockets in the right direction.

31/10/2020

Naval R on Wealth, Work and Paying it Forward

Exceptional insights of Naval R on building wealth, the new work life and paying it forward.
Summary of The Almanack of Naval Ravikant

21/10/202015/02/2023

CERA

CERA is going to end up on the right side of the disruption in the RE industry. After years of preparation and consolidation CERA is about to take off.

13/09/202022/12/2021

Hail the new Masala King “HRH Jubilant Foodworks” – Chal hatt MDH !

How Jubilant FoodWorks is Indianizing Italian, Chinese and American Cuisines and laughing its way to the bank.

24/02/2020

How the boring old Thomas Cook is turning out to be a Master Chef

The Debt Free – Cash Rich Thomas Cook is beginning its second innings in India.

22/02/202019/03/2020

Why David can’t get the better of Goliath this time. (bunder vs kingfisher)

How and Why Kingfisher will remain the King of the Hill and why Bira 91 is nothing but monkey chatter.

18/12/2019

ORIGINAL wisdom from the book of FAKE stuff – Robert Kiyosaki.

Robert dismisses myths behind the so called model teachers, assets and money and shows the light on what the actual ones are.

31/10/2019

ID filter coffee decoction takes the math out of coffee.

So what makes a great filter coffee ? the aroma, its bitter-sweetness, the smoothness and of course its caffeine content. South Indian coffee has always been an enigma as the process was always perceived to be a art that most granny’s have. But frankly this art was simply a bunch of ratios. Decoction Ratio :…

30/09/2019

Take a real adventure with Max Ventures !

Max Estates is out to MANUFACTURE GRADE A office space in the Delhi NCR region with an incredibly low leverage approach.

13/09/201913/09/2019

It’s not an easy Job for Tim to Cook !

How to do well by doing good.

22/08/2019

Dimaag ka Nahi, yeah Dimaag SE Dahi banaraa !

Heritage is not going to be history as soon as the market perceives.

09/08/2019

Khadim’s – the Pomeranian that wants to be an Alsation

Khadims has a whopping 800 stores in India, 200 owned and 600 franchised. Despite the 800 store count, it has a measly turnover of just about 800 cr. What makes this a sadder story is that they alo have institutional business as and a distribution business with 540 dealers. (Obviously they aren’t all that effective)…

17/06/2019

SiS Annual Report 2018-19 Highlights

This Security Company is an awesome Security to Own 😉 Big Fat Target – To be no 1, in all three verticals of Security, Facility Management and Cash Logistics in India by 2022. Revenue Contribution Today 38% India security service. 49% Australia, New Zealand and Singapore security service revenue. 13% facility management Negligible Cash management…