Consistent Compounders

The US has fewer than 400 statues of women—but that’s changing

Women are not only smashing the glass ceiling in the corporate world but also apparently in the world of statues. Women have always been given a raw deal in a male dominated society and capturing the important role they have played in the past through the means of statues also shows our society’s apathy towards […]

Oct 27, 2019 . 2 MIN READ
Consistent Compounders

NBA exec: ‘It’s the dirty little secret that everybody knows about’

Many of us who endure long commutes and work in businesses where frequent air travel is a must know a thing or two about sleep deprivation. But very few of us understand the full effects of sleep deprivation on our bodies & minds. The ESPN article on players in the American NBA therefore becomes required […]

Oct 27, 2019 . 4 MIN READ
Consistent Compounders

Airbnb and Uber are chalk and cheese

Uber and Airbnb were both founded around a decade ago and most of us think of them as being synonymous of the gig economy where millions of vendors sell their wares via asset-light platforms who act as a shopfront. However, “As Airbnb prepares to go public next year, its boss, Brian Chesky, has been making […]

Oct 27, 2019 . 2 MIN READ
Consistent Compounders

Diwali Special: Learning From Creative People At Work

20 years ago twelve American academics published a collection of studies tracing the intellectual development of giants like Einstein, Darwin, Faraday, Lavoisier, Beethoven and Wordsworth. This intense study of creative people yields rich leanings. At the core of creativity is a heavy duty memory, a multiplicity of projects, stimulating company and a willingness to work […]

Oct 24, 2019 . 13 MIN READ
Consistent Compounders

‘Only Re 1’: Customers line up for sanitary pads as price slashed at Jan Aushadhi stores

In his book Factfulness, Dr Hans Rosling remarked that the sanitary pads market remained the world’s largest untapped business opportunity, which could also make the biggest difference to humanity by improving women’s menstrual health, given the huge underpenetration of this product, especially in the third world. The issue got some much required publicity in India […]

Oct 20, 2019 . 2 MIN READ
Consistent Compounders

Findings from Keeladi excavation site have a clear message for modern cities: Cherish your water, or perish

We alluded to Bangalore’s traffic congestion problem in last week’s 3L-3S but it is the city’s ability to deal with the challenges around water scarcity which will likely shape its future. Mridula Ramesh, who is the founder of the Sundaram Climate Institute, and author of The Climate Solution — India’s Climate Crisis and What We […]

Oct 20, 2019 . 3 MIN READ
Consistent Compounders

How Did Eliud Kipchoge Break the Marathon Record So Soon?

As an ever increasing number of people across the world take to running citing benefits varying from the physical to the metaphysical, there is more inspiration coming from the field of long distance running. In an epic run last weekend, the current marathon world champion and world record holder Eliud Kipchoge broke the two-hour barrier […]

Oct 20, 2019 . 3 MIN READ
Consistent Compounders

The Tycoons Behind China’s Gadget Factories Boom Prepare to Pivot

This is a super piece on how cold calculations – rather than national or ethnic identity – drive FDI. As China’s trade war with America rumbles on, Taiwanese entrepreneurs who set up factories in China 30 years ago are reconsidering their commitment to China. “Today, four Taiwan-based companies—Foxconn Technology Group, Inventec, Quanta Computer, and Compal—together […]

Oct 20, 2019 . 2 MIN READ
Consistent Compounders

Salesforce Founder Marc Benioff: What Business School Never Taught Me

Continuing with heartwarming inspirations from the world of business, Marc Benioff, the iconoclastic founder and co-CEO of Salesforce has to be right up there. Ahead of the release of his latest book Trailblazer: The Power of Business as the Greatest Platform for Change, Marc’s interview with the Fortune magazine gives a peek into the mind […]

Oct 20, 2019 . 4 MIN READ
Consistent Compounders

From rags to richer

The Economist – normally a champion of full on free market capitalism – has a heart warming story regarding a British retailer which has succeeded by treating its staff well. Julian Richer has built a successful high-street chain of 52 stores, named Richer Sounds. “…the 60-year-old Mr Richer is an atypical entrepreneur. That became clear […]

Oct 20, 2019 . 3 MIN READ
Consistent Compounders

Introducing Little Champs – our small cap PMS

Given that each year 60 companies enter the BSE500, we can see that there are certain economic drivers which are helping well run small firms explode into prominence. From an investors’ viewpoint, in the three years run-up to entering the BSE500, new entrants outperform the index at a CAGR of as much as 40%, indicating […]

Oct 18, 2019 . 9 MIN READ
Consistent Compounders

The Relationship Between Reforms & Returns in India

Ever since India started liberalising its economy in the early 1980s, the two-year period following General Elections has always generated positive returns with one exception (1999). In fact, the two years following General Elections have accounted for 80% of the returns generated by the Indian stockmarket. Furthermore, Consistent Compounder stocks have more than adequately participated […]

Oct 18, 2019 . 5 MIN READ

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