Jayendra Kulkarni @LibraryEquity
Joined December 2011-
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Ebb and Flow are but one tide The Book of Mirdad - Mikhail Naimy
Absorbing read ! Innovation Power foreignaffairs.com/united-states/… via @ForeignAffairs
UN Food & Agri Organization data indicates that China uses nearly two and a half times as much fertilizer and four times as much pesticide as the United States does despite having 25 % less arable land.China’s Growing Water Crisis foreignaffairs.com/china/chinas-g… via @ForeignAffairs
Human behaviour is so predictable, and yet, so unpredictable.google.com/amp/s/www.vice…
To play late, you have to see the ball early . Otherwise you are unsure and playing the ball too early - Martin Crowe
When company managements say they are focusing on driving efficiencies through Cost management. One wonders why were these costs there in the first place ?
In economics, things take longer to happen than you think they will........, and then, they happen faster than you thought they could- Rudi Dornbusch
A fox looked at his shadow at sunrise & said "I'll have a camel for lunch today".All morning he went about looking for camels without success. But at noon he saw his shadow again & he said " A mouse will do" #ReturnExpectations
It takes a man a long time to learn all the lessons of all his mistakes - Jesse Livermore
Every Annual Report is dotted with loads and loads of Information Towers. For an investor, there's no choice but to diligently test the strength and frequency of each tower. The real Signals are hidden in obscure cosy corners
1) factors due to which we did well or haven't done well in the past 2) last yr we took up the following initiatives of which we screwed up on some& these few we got right 3) we plan these 5 this year to grow or maintain sales and profitability 4) wish us godspeed (2/2)
Already dog-tired reading holier than thou AR's with reams of pages on India GDP, Demon effects, GST opportunities, cost-cutting focus, favourable demographics & CSR. Dying to see an honest report which says: 1/2
Should we all investors confess our mistakes to one another, we'd all laugh at one another for our lack of originality
Small savings...stunning !indianexpress.com/article/busine…
Corporate boards are meant to guide on broad strategy & organization culture CEO's are paid to have a realistic growth vision. CFO's & Auditors are paid to be skeptical & question Investors if they want to stay afloat, have to wear all 4 hats.
"However certain our expectation / The moment foreseen may be unexpected / When it arrives " T.S.Eliot
A small step for us, a giant leap for Kruti. Do pitch in in, whichever way you can.
When my cup is empty I resign myself to its emptiness ; but when it is half full I resent its half-fullness. ( Kahlil Gibran )

Nooresh Merani @nooreshtech
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China Daily @ChinaDaily
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