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Tarun Kumar

@tarunmallappa

deep-dives & long-form content on business, macros, finance, economics, venture-investing; not a VC; long on India 🇮🇳; bibliophile📚; apolitical;

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Playing the long-game is not fashionable anymore. It's a lost/losing art. Everyone wants success as of tomorrow. A collection of reads to help you better at long term thinking. 1) Jason Roberts' Luck Surface Area which essentially means that the amount of serendipity that will…

As a species we do well by getting as many people as possible to be more long term v/s short term. All social norms, religions and laws are tools that allow the species to be more long term. All periods we didn’t do well and caused destruction was when we were short term.



Which is the scummiest companies in India that is ready for disruption ? I will start - VFS US Visa stamping - courier charges (BLR- MAA) 850/- in cash x 2 - (almost mandatory) photo service 200/ in cash - worst service ever. ?


Very interesting. - in the event of non-performance, will the bank repo the underlying asset? Just asking..

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A distribution master-class in under 8 minutes; If you are building a CPG business or any consumer business, you have to listen to this interview of the OG entrepreneur from Bangalore Srikanth Iyer 👇 Other parts you will enjoy. - how he handled Covid layoffs differently; -…


Bengaluru is un-fixable; Every stake-holder has given-up; It is time for Mysore, Mangaluru & Hubli. But no. We want to fix what is un-fixable; It's like reviving a dead-dog; let's move on. Please.

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Consumer demand is saturating in India. Trent operates 3 brands - Westside, Zudio & Star Bazaar; While the QOQ revenue is growing at a healthy rate so are the new store additions; Hence here's an attempt at understanding how their same store revenue could be looking for the…

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One of the finest stories of recent times ! Which Company is this ?

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Tarun Kumar Reposted

The Birlas want a slice of the Indian paints’ pie. And they are going after the market-leader, Asian Paints. 1. Just 2 months ago, this nondescript store near my house carried an exclusive Asian Paints board for over 10 years. But today, I saw a new one.. 👇 Piqued by…

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Americans have overcome the scourge of influence. 2024 American election results show that celebrity endorsements act adversely in election outcome, - given a mature voter-base who preferred substance over form - increasing awareness on how influence works; The average…


Here's @FreshworksInc last 5 quarters' financials and if this is not healthy then nothing is; Revenue growth ✅ Profitability ✅ Free Cash Flows ✅ Yet, they laid-off 13% of their workforce. This just goes to show, what impact AI is going to have on the P&L in days to come.…

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If you are a fresher seeking tech-jobs, - learn a foreign language; - complement your coding skills; - your opportunities will quadruple;


It's crazy that, in just 5 years, JLR, (owners of Range Rover, Defender, Discovery & Jaguar cars) - has managed to cut-down the break even point by > 50% (to just 300K from 660K units !) AND - increase the average revenue per unit by 40% (from just under 45K to 70K !) Isn't…

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MAGA - Make America 'Gangster' Again :)


Well fought; May the best win 👍

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How the biggies view Q-commerce ?

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Is the Bharat story playing out in India ? Clearly, Urban demand is saturated. What could be the reasons ? - Inflation ? - Growing awareness about ill-effects of mass produced FMCG ? - Saturation in demand ? Source: HUL Q2FY25 Results

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Growing up, we were told this is one of the best hobbies to cultivate. And we did. PS: For those who don't know it's called PHILATELY.

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