• Blog
  • Essential Reading
  • Company notes
  • Book Review

Reflections on Investing

Skip to content
Menu
  • About
  • Contact

Category: Retail Finance Franchise

Bajaj FinancePosted onMay 31, 2020May 31, 2020

Bajaj Finance – Retail Finance Franchise

Bajaj Finance has been one hell of a wealth generating machine over the last decade. Their stock has appreciated at a CAGR of 35% pa…

Read More

Subscribe to Blog via Email

Receive notifications of new posts by email.

Join 129 other subscribers

Mental Models

  • Dominate a small market first
  • Economies of scale
  • High return high reinvestment
  • High return low reinvestment
  • Monopoly
  • Network effects
  • Power law
  • Pricing power
  • Product market fit
  • Retail Finance Franchise
  • Surfing

Companies

  • Ambika Cotton
  • Bajaj Finance
  • Booking Holdings
  • Hawkins Cookers
  • Keywords Studios
  • Mahindra Holidays
  • Manappuram
  • Max Ventures
  • MCX
  • Muthoot
  • Narayana Hrudayalaya
  • Oberoi Realty
  • Sterlite

Industry

  • Banks / NBFIs
  • Exchanges
  • Gaming
  • OTA
  • Pawn shops
  • Real Estate

Book Review

  • Superintelligence by Nick Bostrom
  • There is no such thing as a self-made man by P P Chhabria
  • When breath becomes air by Paul Kalanithi
  • Zero to One by Peter Thiel

Follow me on Twitter

My Tweets
© Copyright 2021 – Reflections on Investing
Allium Theme by TemplateLens ⋅ Powered by Powered by WordPress.com.
 

Loading Comments...