24_Feb_NW

• Breadth of experience across multiple axes
• Money can up and down - Time goes one way 
• good leader manages; great leaders - lead , obsessed , great leaders do strategy - how to play - tactics - good leaders - tactics
• Whwre to play right 
• Where to play is the niche - ?
• Unsexy Business is where large pools are
• 3-5 year strategic mandate to the team
• Fail the failure faster -

• Paris
• Merchandising - Rabbit

Super Memo Model - forgetting curve - which is steepest during the first 24 hours after you learn something. Asyou read you connect - but it actually doesn’t stick in your head unless you engage in certain strategies that will help you remember what you actually read. you should be reminded of the word precisely when you are in the process of forgetting it. The more often you are reminded of the word, the longer you will remember it. This learning program is called The SuperMemo Model. After you learn something, you should ideally refresh your memory of it at the following intervals: 1, 10, 30, and 60 days afterwards.

• 20-80 
• Eisenhower Matrix - Take less decisions

• Passive Learning creates knowledge,
• Active Learning Creates Skill
• Fluency in German 
• Video Games

• Jay Shetty - Always curios
• Purpose - Purpose for this year -
• People - Right group - Cheerleader challenger
• Sum total of the five people who you spend with. -
• 1 -4-3-1 Plan

• 3.5% 
• Switch Mobility 
• Large Scale non-compliance of regulations and supervisory concerns
• Content Commerce Platform
• Vedanta, Berger, Welspun, JK tyre

• payments bank - Nodal Account 
• Savings Bank - Consent to open account
• Commission

Welfare Schemes - 5T (8.9 % increase from Fy 23-24)

• Luxury Brands takes time
• Not a talkworthy Team
• Intrusive ads wont work

• Ltcg - loss making units - can be offset
• And adjusted against gains in the next 8 years

• GAINS Reported in Income Tax-
• LTCG- schedule 112A
• STCG - schedule CG

• 20 times. 
• Include number of years

Bonds Issued in foreign countries

• Clean Science And tech - Valuation 
• Zomato 
• Jio Finance - Value unlocking potential
• City Union Bank - 2 years to compund
• MLD - Market Linked Debentures 
• HDFC, Bandhan Ujjivan Small Finance

tata Solar, Adani, Servotech Power systems

30% YoY - 2484 Cr - 15% of segment revenues

• US Interest Rate  - 6 percent to 3 percent - Expected 
• Feb - Invest in time span of 6-12 months. 
• Banks - Chances of correct /downside - 10-15% max 
• Akshat - I Sold in IT index - Purchased in Bank Nifty - Low Risk 
• Logic -  Valuation is achieved
• Banks - Good reason for run-up. 
• HDFC - why stock price is low - PE is half now - NIM problem baseless 
• Same story with ITC - stock did not move despite high profits - 2013-2022 - 0% run up
• Turnaround industries - pharma, consumer durables, solar  chemicals 
• High Risk - Buy companies that are small market cap
• Solar - SW Solar, Suzlon - 2008, 2020 crisis

• Thierry Delaporte
• Organizational Change, Strategic Pursuits,  Bought consulting firms
• TCS and Infosys operate on high profit margin. Wipro focusses on revenue growth alebit with lower profit

• Interim Budget - Fiscal Consolidation, capital investments
• 4.5% - contingent on real and nominal growth numbers

• Premium - 83110 -
• 5l cover

Head of Investment Banking and CEO of EMEA

Whats the plan for the next 10 years  - We want people who are decisive and strong