Writing · 8 entries

Business breakdowns, market notes and the occasional travelogue.

Digital…. Solar?
Latest · Business Breakdowns

Digital…. Solar?

It's interesting how most things are digital these days — even solar. A look at SundayGrids and how it lets you invest in solar without a rooftop.

08 Mar 2024 Read ↗
№ 07Business Breakdowns

Getting paid from an international client?

If you've ever exported goods or services, you know it's not a smooth process — and you pay 5–10% in fees across layers. A cheaper, faster alternative.

08 Mar 2024
№ 06Travel

Kishore Biyani's three Indias on a train

In a recent podcast, Kishore Biyani categorized India into three distinct segments based on consumption patterns. Reflections from the Jagriti Yatra.

21 May 2023
№ 05Uncategorized

Neuland Labs: a business set to enter flywheel mode or?

Notes on Neuland — a Hyderabad-based, pure-play API manufacturer — and whether its Specialty and CMS businesses are set to enter flywheel mode.

17 Apr 2023
№ 04Uncategorized

The Bata Model

How did Bata create so much shareholder value? Moving from mass-market volumes to premium margins — without diluting equity or taking on debt.

17 Apr 2023
№ 03Travel

Jagriti Yatra 2017

An 8000km train ride to connect with social entrepreneurs in Middle India.

17 Apr 2023
№ 02Uncategorized

Weekend Reading: Power of Duality by Rohith

A weekend read on The Power of Duality — how a business's greatest strength can quietly become its greatest weakness.

17 Apr 2023
№ 01Uncategorized

Whose diamond is it anyway?

A 2016 presentation on how De Beers found, expanded and dominated the diamond industry for years.

17 Apr 2023