What to make out of current situation?

What to make out of the current situation? There is a lot happening in the world today- Commodity prices are going high everyday due to supply constraint marjory and it’s the exact opposite of Covid induced demand shock which lead to negative oil prices and almost all base metal trading at decade low but good […]

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Barbeque Nation

Barbeque Nation Ltd. Why Barbeque Nation ? The history of casual dining restaurant startups is just one big graveyard, yet Barbeque has been able to scale up from its first restaurant in Mumbai in 2006 to 164 restaurants today all over India & 11 international restaurants. Before we dive in, a little bit of buffettology […]

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ZOTA HEALTHCARE / DAVA INDIA. ZOTA Healthcare a couple of years ago pivoted to Franchise based generic pharmacy chain business called Dava India in 2017. Zota Health Care Limited (the “Company”) a Gujarat based pharmaceutical company has started “DAVAINDIA” a retail generic pharmacy chain back in the year 2O17 with the aim to provide affordable […]


How worthless is Dollar

How worthless is Dollar ? In this blog,  I am going through the decline of GBP (sterling) and trying to gauge where the dollar is today in its own cycle. Imagine around 1815, at the end of the Napoleonic Wars, when British government debt reached a peak of £1 billion (that was more than 200% […]

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Ray Dalio – Changing World Order.

The Changing World Order   Introduction – https://www.linkedin.com/pulse/changing-world-order-ray-dalio-1f/ Chapter 1: The Big Picture in a Tiny Nutshell https://www.linkedin.com/pulse/chapter-1-big-picture-tiny-nutshell-ray-dalio/ Chapter 2: Money, Credit, Debt and Economic Activity https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/ Chapter 3: The Changing Value of Money https://www.linkedin.com/pulse/changing-value-money-ray-dalio/ Chapter 4: The Big Cycles Over The Last 500 Years https://www.linkedin.com/pulse/big-cycles-over-last-500-years-ray-dalio/   The Mechanics of the War Economy https://www.linkedin.com/pulse/mechanics-war-economy-ray-dalio/  

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