Invesco Partial exit from ZEEL- Learnings from mistakes?

“It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.”Warren Buffet Invesco bought a 11% stake in Zee in August 2019 at Rs 400 – spending ~Rs4000cr apparently after the promoter’s debt problems were known and, in a bid, to help them.  It intends to Sell 7.8% in a block [...]

Lessons from Zerodha – What business are you in?

Nithin Kamath, Founder and CEO of Zerodha, made a few innocuous-looking tweets yesterday which should send the entire broking industry, promoters, and investment bankers into some soul searching.  I had recently read in Simon Sinek book “Start with why”- while most companies are able to articulate what business are they in and how they are [...]