Discover and read the best of Twitter Threads about #MICDigital
Most recents (3)
@in_morningstar Indian Economy in a Funk @sonalvarma10, @pranjulb, Samiran Chakraborty, @Ajay_Bagga at #MICIN, #MICDigital 
#MICIN #MICDigital Services PMI, Rural Demand increasing but 7.5 mil jobs lost in Urban areas, Income inequality increasing, coupled with 10yrs investment stagnation and Balance Sheet issues of NBFCs, Households, etc. not able to spend to get economy up. Demand Side problem
Dip in India more so recovery also will be sharper. But for extended period our growth will lag global. Maybe Mar 22 we are back to Mar 20. Today we are 95% of pre-covid but that was one of worst points of our economy. So not encouraging sign.
@in_morningstar #micin #MICDigital Session with Sanjoy Bhattacharya. Don't believe in sectoral investing. Not football 😆. Go with managements that are capable, value oriented and deliver growth.
@in_morningstar #micin #MICDigital Sanjoy Bhattacharya, Dont understand Value Investing. Any investment that one does is driven by the value of the investment. Own an investment that is sustainable, run by good management, value less than what it is worth.
And after investment follow it, Read Read Read. Cut out the noise (poor qrtly result for eg). And follow JM Keynes "When Facts Change I Change my Mind". Specially true in these times when environment changes, competition etc faster than the 70s, 80s or beginning of this century
@in_morningstar A very engaging and thought provoking session with @Infosys_nmurthy. Listening to his journey and experiences as good as a management lesson. Thanks #micin #MICDigital
Some takeaways on Core Values for a Company, its Employees CEO and Board. Common => Values and Competence
Aspiration, Values, Sacrifice, Convincing, Articulation, Treading Untrodden path
Employee => Learning, Hardwork, Teamwork, Global Benchmarking
Aspiration, Values, Sacrifice, Convincing, Articulation, Treading Untrodden path
Employee => Learning, Hardwork, Teamwork, Global Benchmarking
CEO => Leadership qualities, RA & Mitigation, Strategic, Communication, Out Of Box Thinking, Leaning from Competition, Integrity, Excellence in Execution, Articulating
Board Chair => Coach the CEO to Do Right Thing, Share Distilled wisdom to handle tough situations,
Board Chair => Coach the CEO to Do Right Thing, Share Distilled wisdom to handle tough situations,
