In Context

Levi’s IPO

Posted on

Levi’s, the makers of the ‘blue jean’, founded in 1853, recently filed for IPO. (the company was taken private around three decades ago). One doesn’t come across many old, history-rich, established companies  in the brands and consumer space filing a prospectus these days. Worth a look through. As I browse through the doc, my quick […]

In Context

Berkshire Annual Letter | Notes

Posted on

Berkshire Hathaway is in an interesting business. Of owning, investing, operating companies. One can look at it as a really large PE fund working with its own capital, an open-ended platform. And yet, compared to a PE fund, the range of investments can be so much better. There is no limit on check size (which […]

Links

The Notebook | Jan 2019

Posted on

News gets old quickly. And yearly wraps can go out of fashion even as January draws to close. But sharing two such links here – notes I read recently which respectively sum up 2018, and neatly list the major events to watch out for in 2019. Both together can be read as a reflection on […]

In Context

Research & Development spends

Posted on

I came across a chart today about R&D spends by different companies (the chart is from howmuch.net and is shared at the end of this post). That eventually led me to a data-set by PWC Consulting arm strategy&. They have been doing this analysis on R&D spend for a few years now. They have shared […]

Links

The Notebook | Dec 2018

Posted on

A few awesome things I came across this week. Worth sharing, and keeping. This article on two friends at Google. Loved it for many reasons, but mainly for the positive energy. In this world, where so many of the people are tied up in random jobs doing mindless stuff, good to hear about people solving […]