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Private Equity : Absolute Vs Relative return | The desi guide to Private Equity Investing in India

https://indiaonward.wordpress.com/2010/03/08/private-equity-absolute-vs-relative-return

The desi guide to Private Equity Investing in India. Just another WordPress.com weblog. Laquo; The Coffee talk – art of internal selling. Entrepreneur and the art of identifying Tipping Point’. Private Equity : Absolute Vs Relative return. Coming on back of this great article I read on investing across Geographies. I am tempted to ask ourselves the question – is Private Equity an absolute or a relative return asset class? However, as an institutional investor are you looking to maximize returns in the me...

2

Snow balling – the art of making close calls | The desi guide to Private Equity Investing in India

https://indiaonward.wordpress.com/2010/01/31/snow-balling-the-art-of-making-close-calls

The desi guide to Private Equity Investing in India. Just another WordPress.com weblog. Laquo; Gin and the art of banker maintenance. Snow balling – the art of making close calls. One of the many things that Private Equiteers lose sleep over are close calls – viz., calls where they are indifferent to the alpha. Errors (viz., they cannot decide if the investment opportunity is poor enough to let it pass without a blink or compelling enough to justify a scamper). About the life of Warren Buffet. Buffet see...

3

What motivates an entrepreneur ? | The desi guide to Private Equity Investing in India

https://indiaonward.wordpress.com/2010/02/08/what-motivates-an-entrepreneur

The desi guide to Private Equity Investing in India. Just another WordPress.com weblog. Laquo; Entrepreneurial Motivation. Strategic Vs Private Equity Interest in a business. What motivates an entrepreneur? One of the toughest questions Private Equiteers deal with is the art of fathoming the motivation behind entrepreneur – is it money, fame, self-fulfilment of driving to fruition an idea or the genuine drive to make a difference to the society? The piece I read recently, What motivates an entrepreneur?

4

Strategic Vs Private Equity Interest in a business | The desi guide to Private Equity Investing in India

https://indiaonward.wordpress.com/2010/02/15/strategic-vs-private-equity-interest-in-a-business

The desi guide to Private Equity Investing in India. Just another WordPress.com weblog. Laquo; What motivates an entrepreneur? The Coffee talk – art of internal selling. Strategic Vs Private Equity Interest in a business. A financial investor who is happy to be a navigator/co-passenger and not meddle with the details. 8211; brand, distribution channel, sales capabilities, products/ IP. Not every strategic buyer wants to grow the business – case in point being disruptive acquisitions by Google, Micr...

5

Entrepreneur and the art of identifying "Tipping Point’ | The desi guide to Private Equity Investing in India

https://indiaonward.wordpress.com/2010/03/17/entrepreneur-and-the-art-of-identifying-tipping-point

The desi guide to Private Equity Investing in India. Just another WordPress.com weblog. Laquo; Private Equity : Absolute Vs Relative return. Why some PE funds do better than others. Entrepreneur and the art of identifying Tipping Point’. Last week, I chanced upon Graham’s essay. On “what start-ups are really like”. A lot of it holds true even in early growth companies (including investors are clueless! I am not necessarily talking about topline. Music – if the Slumdog. It seems like one needs a connector.

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Thomas Cook is cooking up a magic potion. – Big Investor Blog

https://biginvestorblog.com/2015/02/10/thomas-cook-is-cooking-up-a-magic-potion

Of balance sheets and Tea! Press Enter / Return to begin your search. Thomas Cook is cooking up a magic potion. Thomas Cook has been time and again dissected and written about by Prof. Sanjay Bakshi. I can dare to say, his reports are probably the most convincing reports ever. His style of story like writing is rare and extremely enjoyable to read. Whether one agrees with him or not, his reports are deeply satisfying and they make you think you are super smart just to have read it. Quess Corp will be abl...

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Implications of the Coming Capex in Coal | Fundoo Professor

https://fundooprofessor.wordpress.com/2015/05/27/implications-of-the-coming-capex-in-coal

Thoughts of a teacher and practitioner of value investing and behavioral economics. Abstract Ideas in Finance. Security and Business Analysis. Security and Business Analysis. Implications of the Coming Capex in Coal. I wrote this mail to myself after reading several articles on the coming capex in coal and thought of sharing it with you. Sanjay Bakshi sanjay.bakshi. Subject: Very balanced article on India’s dependence on Coal. 27 May 2015 17:47:06 IST. Sanjay Bakshi sanjay.bakshi. 8220;The airline exampl...

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The desi guide to Private Equity Investing in India | Just another WordPress.com weblog

The desi guide to Private Equity Investing in India. Just another WordPress.com weblog. Why some PE funds do better than others. March 25, 2010. For once, I do not have to write a cent from my own thinking in a post. The Mckinsey. Article (though dated but clearly in with the theme of these times) sheds light on why fundamental outperformance. Is the only sustainable source of value creation (very very cliched, but terribly true). Or dump everything before a bubble? But for the majority of homo sapiens.

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