In this market fall one business that I am exploring is Kotak Mahindra Bank. I will be going through all concalls and annual reports and presenting my understanding of this franchisee some of which will come through interesting ideas of Mr Uday Kotak.
As Mr Uday Kotak will say, build capabilities first and then chase growth. This was in response to when asked about how fast can the bank grow?
Q1FY2011 Concall Transcript
Mar 22, 2020 • 7 tweets • 3 min read
Eerie similarities. Someone has done their homework well. Comparing COSTCO 2003 Annual Report Notes with 2017 DMART Annual Report
Was reading on Costco's business model. Have prepared firsthand notes from the annual reports since 1998. All years are not the same but in between the years they have explained interesting facts about the business. Read on the link below:
The following thread will contains some details on my reading of Oberoi Realty. Will be updating further details as and when they are complete. The notes are for educative purpose only. I will update different sections as and when they are complete.
Have uploaded the news section for the company & the promoters. This helps in:
- Getting an idea of the history and future plans of the company
- Understand the strategy of the promoter
- Helps in verifying past commitments
- How the company has evolved drive.google.com/file/d/1cx_VDg…
Apr 5, 2018 • 14 tweets • 4 min read
For people looking at understanding the real estate business in general and more so on how Oberoi Realty functions one can go through this concall which they have published. I am also attaching important extracts from the same dropbox.com/s/qnr8h0o0fep9…
How they do business
