Saket Mehrotra - Saket Mehrotra

Nestle India – A silent monopoly developed over decades

Monologue If you think the answer to the above lies in brands such as Nescafe, Maggi, Munch or Kit Kat, think again. Although there is no denying that these are solid power packed brands of Nestle too. If you’re a...

April 18, 2020

Risk and Return – The truth about investing

Howard Marks – The legendary american investor that manages close to USD 122+ billion dollars through his firm Oaktree Capital Management, is renowned the world over for his Investor memos. His memos are often used as the holy grail for...

April 18, 2020

Curated Content Library

Taking Risks – Life & Career

Ajay Banga? Who? Well, we’ve all seen multiple posts around Indians taking over the world, global CEO’s increasingly being of Indian origin. Ajay Banga is one of them. He is the CEO of Mastercard. Ajay Banga had a truly high...

April 18, 2020

Reliance Industries – Conglomerate Discount to Conglomerate Premium

Indian Companies

Reliance Industries – Conglomerate Discount to Conglomerate Premium

Reliance Industries Limited (RIL), the Company owned by Mr. Mukesh Ambani can no longer be called an oil company. At the risk of sounding atrociously ambitious, I look at it as the Berkshire Hathaway of India. What is Conglomerate Discount?...

April 17, 2020

Coffee Can Investing – The Indian Approach

Book Review Popular Reads

Coffee Can Investing – The Indian Approach

Coffee Can Investing is a brilliant book written by Saurabh Mukherjea, Rakshit Ranjan and Pranab Uniyal. While I am a big fan of Saurabh Mukherjea and almost follow him extensively on various news channels and articles, both Rakshit and Pranab...

April 17, 2020

Everything Else

Uber in India – The Challenges Ahead

Let me begin by acknowledging the fact that I personally prefer using Uber over Ola. The UI / UX feels much better, the estimated wait times are close to realistic and the experience is seamless. Amongst all the new age...

April 17, 2020

Everything Else

Covid – 19 : What will change?

The Covid – 19 situation does provide us two great conclusions to begin with: We are Global – The world is more connected than ever. We truly live in a global world and the idea of “think global, act local” should...

April 17, 2020

Library

Zomato Gold – A Quick Review

I still remember signing up for Zomato Gold almost a year and two months ago because of intense peer pressure amongst my colleagues. It was really a “too good to be true” offering and hence the FOMO made me buy...

April 16, 2020

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Author: Saket Mehrotra

Nestle India – A silent monopoly developed over decades

Risk and Return – The truth about investing

Taking Risks – Life & Career

Reliance Industries – Conglomerate Discount to Conglomerate Premium

Coffee Can Investing – The Indian Approach

Uber in India – The Challenges Ahead

Covid – 19 : What will change?

Zomato Gold – A Quick Review

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