I just finished reading “The Dhandho Investor” by Mohnish Pabrai ( the man behind Dakshana). I enjoyed it and it stimulated some new thinking. I also looked at my investing in India over the last two years. On a portfolio with 85% exposure to equities I managed a 45% CAGR(cumulative annual growth rate). I guess […]
Unrest behind the scenes in the VC world
The NYT has an article on how LPs are unhappy with US VCs – most of them, anyway – and has some interesting bits to it. Some limited partners, whose billions of dollars help fund the investments made by venture capitalists and who pay their fetching salaries, are unhappy. They say the industry is far […]
Why are startups boring…in India
At the risk of being accosted on my way home tomorrow, and also risking it all on my first post on this blog. I have a question, Why are/do people find startup’s of no interest in India? The question is probably not that straight forward, simply because they maybe of no interest because no one […]
Next Second Life Tour 5 PM May 11
Well, the first tour was, um, interesting. Hadn’t really prepared an itenerary, so the people who came had to drift around aimlessly for a bit. My bad 🙂 This time around, there are a few interesting places we’ll be visiting, as well as a couple of necessary preliminaries. We’ll begin with a (very) brief orientation […]
Mobile Monday Delhi : 3rd Meet Up
I am Very excited to inform you that we are going to have next meeting of Mobile Monday Delhi Chapter on 26th of May . We invite you to be a part of this Event and share your thoughts with fellow mobile enthusiasts. Details of Event is given Below Mobile Monday Delhi THEME : Mobile […]
Indian Web2.0- different strokes, different folks..
I write a blog about Indian web 2.0 space (whatever exists of it!) and its reader base is somewhat different from the Venturewoods community; I am cross posting this so as to get reactions from the audience here. I had been internally debating whether or not this post made any sense. What precipitated my decision […]
How VCs Work :-?
Broadly there are two kind of stock investors – those who know the companies they are investing in and those who don’t. The first ones use insider information or put their analytical skills at work to predict which company would/should/must do well. They take a calculated risk. The second ones (like me) just buy stocks […]
Young Innovation
I was impressed with what I saw at an Amity school in Noida. In the Maths area there were some excellent and fun brain teasers and puzzles put together by the teachers and kids quite a few of which stumped a “late 40 to early fifties ” bunch of IIT folks ( I was one […]
Fear of Failure/ Work Ethic
This is a pet theory of mine and I happily acknowledge it could be wrong. A difference I noticed in how I was raised and how I think kids in USA are raised was that for me it was always ” If you do not do xyz then pqr will happen” Xyz was like drinking […]
Announcing Proto Summer Edition 2007
I am happy to announce the summer edition of Proto.in to the Venturewoods community. This is slated for 21-22 July at Chennai and is in continuation of its first edition that took place in January earlier this year. For those who came in late, Proto is intended to be a springboard for upcoming startups in […]
Second Life tour
On Friday, 27 April 2007 5 PM, I will be conducting a small tour of interesting places to go and things to do in the virtual world of Second Life, for anyone who is interested. In case you are a member, please IM me and I’ll send you a TP link. To those who have […]
Canaan leads investment in iYogi
I am happy to share that Canaan Partners and SVB have invested $3.1m in iYogi. iYogi provides multi-vendor desktop support to consumers and SMBs around the globe, using delivery capability in India. We have spoken in the past about the way Indian BPO industry is evolving (here and here), and one of the key aspects […]