Expanding on The First Principles of Equity Investment – Part II

June 27, 2011

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This post continues where I left off in part I. Past Indicates Future But Beware the Recency Effect I have always relied at the past performance of a company to predict its future results. I firmly believe that history is a far better guide to future performance than any exercise, qualitative or quantitative, that aims to […]

Posted in: On Value Investing

Make the Time to Plan

June 20, 2011

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I play golf at the Army Service Corp course and there past the 12th hole is a small-arms firing range. On the wall of the range a sign painted in big bold letters reads: The More You Sweat in Peace The Less You Bleed in War. I always found the sign profound but its meaning […]

The Annual Marketing Plan – Bringing It All Together

June 13, 2011

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In an earlier post, I discussed the advantages and challenges of including 7 specific go-to-market tactics in your marketing plan. In this post, I want to take the discussion further and talk about how these tactics play off each other and how you can use them in building an integrated annual marketing plan. I recommend […]

Posted in: On Marketing

Marketing Workshop for Startups – Chennai – June 1 2011

June 3, 2011

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The Startup Centre, Chennai, invited me to conduct a one day workshop on marketing specifically aimed at startups. Vijay Anand, who runs The Startup Centre, spoke to me in early May and we decided to schedule the workshop for June 1. I had great fun doing the workshop and here’s my report on the event. The […]

Expanding on The First Principles of Equity Investment – Part I

May 30, 2011

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In an earlier post I have written about the first principles that drive my equity investment decisions. I have been asked to expand on those principles and so in this post am going to do exactly that for the first two principles. Investors are Owners: Think Like One If I were to own a company […]

Posted in: On Value Investing

Are You a Trader or an Investor?

May 23, 2011

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If the stock market is your chosen area of operation, then, in my mind, there is no question more important to answer than Are you a Trader or an Investor? So what’s the difference A trader looks for mismatch in the supply & demand for a commodity, focusses on filling the gap and thereby earns […]

Posted in: On Value Investing

Thoughts on Key Go-To-Market Tactics

May 16, 2011

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My previous marketing related blog posts focussed on strategic elements of building a marketing plan – purpose of marketing, determining goals of marketing plan, determining value proposition and determining the marketing budget. In this post, I want to focus more on the tactical elements of a marketing plan; specifically key go-to-market tactics. The tactics I want […]

Posted in: On Marketing