Theory of Asset Bubbles: Its all about Color of Money! – Part III
Fidelity has marked down value of its investment in snapchat by 25% and there are some other markdowns reported by investors as part of annual/quarterly accounting procedure and it has sent a wave of glee all across globe among all startup watchers/experts and commentators as markdown by Fidelity is sure sign confirmation about the bursting […]
Startup Bubble: Case of misplaced Schadenfreude – Part II
The great Startup bubble has burst finally or so the Experts would like us to believe as the evidence (as per them) is mounting day by day. Around 1500+ employees at various startups in India have been laid off. One of the Founders was held hostage in Pune and the worst of all, the biggest […]
Anatomy of coming Startup bubble: The missing argument – Part I
From Bay Area to Bangalore, if there is one word which is stirring the fancy of the masses in general and analysts in particular, āStartup Bubbleā seems to be that word! It doesnāt matter if you are in the crowd or away from the crowd, the bubble is bound to get into your radar, be […]
E-Commerce Bubble vs Modern Retail ~ The perspective fallacy
1/6 Future Retail raised close to 6000 Cr ($1.5 bn) to build a business with a top line of $2.5 bn with marginal profit/loss #StartupBubble 2/6 @Flipkart has raised $3.5 bn to build a business with a top line of $ 3bn in its 6th-year #StartupBubble 3/6 In the time of crisis, between Flipkart and […]
Startup Bubble / Debt Crisis
1. If 2001 dot-com bubble was Type I (false positive) error for analysts/columnists etc, 2015 is going to be type II error (false negative) to all wise women/men. 2. About impending Startup bubble burst, there is unanimous certainty among newspapers, ex-CEOs, Missed the bus-VCs/ entrepreneurs !!! 3. However, as it always happens, Crisis wonāt hit […]
Union Budget 2015: Ordinary Ahoy!
First, let me give a disclaimer before I get into the nitty-gritty of budget analysis. Overall, this has been quite a good budget, and in normal routine times, it might have got 8.5/10 or so. But then these are extraordinary times with extraordinary ambitions, and so, we all need an extraordinary budget and not routine, […]
Startup India, Standup India: The Missing Link
Euphoria is in the air. Startups – the poster boys of these times – have got another fan-base, i.e., the Government of India, cheering for them. Startup India, Standup India Action Plan announced on January 16th by Prime Minister Narendra Modi has created another level of excitement among all stakeholders – be it venture funds, […]
Age of Porn / Age of Kali
Traveller, foodie, and photographer!!! These powerful three words, or traits, probably capture the personality profile of 90% of millennials / āgeneration meā navigating the wild-wild-web on those social, or not-so-social, websites. These foodie travelers armed with cameras are in the pursuit of creating mind-boggling images every second. Some 800 billion photos were created and shared on social […]
Drama @ Wagah Border
Nothing captures the essence of India like Wagah Border Post daily ceremony. The show, Chaos, Confusion, VIPs, VVIPs, honks, false rhetoric, and oh yes, the usual second-class Indian citizen, the native who runs from pillar to post to get passes and then some seat, and ends up being a native refugee with hardly any dignity. […]
Wish List for Budget: Unleash the Entrepreneurial Spirit
The maiden budget of Narendra Modi Govt. is about to be presented in coming days, and as usual, there is loud chatter and demand around raising tax limits, allowing greater tax exemptions, as well as various other tax sops demanded by industry bodies. It is not that these demands are made for the first time; […]
