Two of the best small cap investors I think are Anil Kumar Goel and Girish Gulati.

I don’t personally know them but I know they are good when I see their names appearing in shareholding list of some really good companies

🎩’s off

#Thread Two divine forms of Khatu Shyam ji...

On the day of Amavasya, devotees get the darshan of Shyam Baba in Shyam varan (black color). In ordinary days, the form of Baba is saffron. The reason for this is a custom. The real head of Shyam Baba which had appeared from Shyam Kund is of Shyam varan.

Every day Shyam Baba's grand Shringar is done by Pujaris. The main part of Shyam Baba's shringar is Tilak. This Shringar is done by the members of Nij Mandir sevaks. The sevaks of the Nij Mandir do sandalwood tilak to Baba everyday in the auspicious time.

This Divine Tilak is applied from the forehead to the nose. When Baba is given a bath by sevaks, this tilak comes off. Then in the auspicious time, the sevaks again apply tilak to Baba.

There is no auspicious time on the Amavasya. Because of this, tilak is not done on that day. That's why devotees have darshan of Shyam Baba on the Amavasya only in the actual real form (Shyam Swaroop). Baba's tilak is done on Amavasya only on the day of Deepawali.

(An extract from Field Marshal Sam Manekshaw, Soldiering with Dignity)

The man eventually destined to be free India's first Field Marshal was born on 3rd April 1914 at Amritsar. How did a Parsi couple settle for the holy city of the Sikhs? I once asked him and was told that in+

1899, his father recently qualified as a doctor and just married, could make no professional headway in Bombay, and was advised to try his luck at Lahore in the Punjab. With his young wife, he set off by train for Lahore. The long dusty and hot journey took five days and by the+

end of it, his young wife, who had never left the comforts and civilization of Bombay, was in hysterics and cried to go back. Poor Dr Manekshaw did all he could to comfort her, but as the train steamed into Amritsar, with her first sight of the Sikhs the young bride screamed her+

lungs out and refused to go any further. So they left the train at Amritsar, and there they stayed for forty-five years.

The Manekshaws had six children, four boys and two girls, and Sam was the fifth child. Sam had his schooling at Nainital's Sherwood College.+

After completing his schooling, he should have gone to England to pursue higher studies; this was the promise made to him by his father but, fortunately for the Indian Army, Dr Manekshaw felt that this particular son was far too young to be on his own in a foreign country, even+

X : Our executive team is concerned that we need to up our game in order to out innovate Amazon.
Me : Do you map?
X : Yes
Me : Like this?
X : No. What's that?
Me : A map of a tea shop.

X : Why is that a map?
Me : Long story, all to do with how space has meaning. To keep it short, maps help people to focus on user needs, the components involved, to communicate missing components and scenario play ideas like staff becoming robots.

Me : They’re also good for measuring and managing capital flow, making investment decisions, removing bias and getting rid of duplication.
X : I don’t see how that helps with innovation?

Me : Well, innovation is a tricky word because we use it to describe many things. If you’re talking about differentiation with the adjacent unexplored then you’re experimenting in the “uncharted” space e.g. immortality with magic provided by the special custom built kettle.

X : That sounds like nonsense.
Me : A lot of what people think will be the next great innovation is nonsense. Actually, most of it is. That’s the nature of the uncharted space, it’s experimental, high risk and generally results in failure.
X : We need more reliable innovation.

#Thread - 1/21

A story of a brave woman who let her "breast" cut to protect the life of Netaji Subhash Chandra Bose!

Neera Arya was born on March 5 1902 in Khekra Nagar, Uttar Pradesh in a distinguished & eminent businessman Seth Chhajumal's family. Since her childhood,

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She was a true nationalist & always had a vision of becoming a part of the freedom fighter movement. She was also reportedly accused as an undercover by the British Govt.

That was the time when her father's business was flourishing in Calcutta, though his business was..

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spread across the country but Calcutta was the center of his business and that was one of the reasons why her education was done in Calcutta. During that period of time, she had learned quite a few languages along with Bengali, Hindi, English.

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Her father got her married to a CID Inspector "Shrikant Jairanjan Das" in British India but they were two different individuals, Neera Arya was a true nationalist but her husband was a true British servant. She was highly motivated & she had an urge of getting us freedom..

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so she ended up joining the Jhansi Regiment in Azad Hind Fauz after the marriage. It was the regiment that the British always accused them of spying on British Govt.

It was the time when Neera's husband Jairanjan Das was given the responsibility to spy on Netaji Subhash..