Side Notes by Zerodha Varsity
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American Express - Why Buffett likes it more than Visa and Mastercard?
American Express is one of Warren Buffett's longest-standing bets. For over three decades, Berkshire Hathaway has held onto AmEx, through recessions, market crashes, and massive shifts in the…
Is Louis Philippe Indian or French?
Louise Philippe, Monte Carlo, Blackberrys, Bella Vita, and Da Milano are all foreign names of Indian brands. Is there a reason why Indian brands adopt English or European-sounding names? Does it have…
What went wrong with Intel? What is it up to now?
Intel's quintessential Intel Inside sticker on laptops and in the marketing materials of other PC brands helped it achieve global dominance in processing chips. However, another brand, TSMC, without…
Poka Yoke - Toyota's design thinking
The Toyota Production System (TPS) is a manufacturing system to ensure minimum wastage while constantly striving to improve quality. TPS is efficient, flexible, and extremely quality-conscious. Poka…
How Lenovo took over IBM to become the world's largest PC maker?
In 2004, Lenovo bought IBM’s iconic PC division. But this wasn’t an overnight leap — it was the result of years spent learning inside the value chain. Starting as a distributor of laptops for global…
Why Apple Moved To The Type-C Charging Port?
Apple is known to be restrictive in letting its devices connect or share data with non-Apple devices. It has a lot to do with delivering a clean user experience and utmost digital security. In a way,…
Revlon's fall from glory to bankruptcy, and revival
This episode explores the journey of Revlon — from a brand that sold glamour and aspiration to one that filed for bankruptcy nearly a century later. It traces Revlon’s early success, its marketing…
The curious case of Narayana Health's profits
Narayana Health's 40% profit comes from just a small business in the Cayman Islands. Is it the pricing power or a different brand identity that Narayana enjoys in Cayman? Cayman might be a star of a…
Trent and Asian Paints - A tale of two popular stocks
Trent's ROE growth perhaps explains the rally in its stock, and Asian Paints' ROE slowdown perhaps explains the dull performance of its stock. Maybe it is the time frame you look at. Trent has…
Nestle's brilliant razor and blade pricing model - and its pitfalls
Nestlé's Nespresso was a failed product when it was launched in the 1980s. A switch in product and pricing model helped make it a success. It was Nestlé's moat for a very long time, but then…
Dmart's pseudo debt - a common accounting peculiarity
Most of Dmart's stores are owned, while a few are leased. Those leased stores are recorded as lease liabilities on Dmart's balance sheet. Lease liabilities are considered as good as debt or…
Diet Coke Vs Coke Zero - What's the difference? Why the difference?
How can one drink be for women and the other for men? It is a day-to-day consumable, not even medicine. So, why target a drink to a specific gender? The lessons are in marketing and consumer…
Wipro's multiple hats - from groceries to IT
Wipro started as a vegetable oil maker. Samsung started as a trader of dried fish, groceries, and noodles. Today, neither Wipro nor Samsung is known for what it started out to do.Wipro's IT services…
Microsoft's bold pricing shift and the business rationale behind it
Microsoft Office used to be a one-time purchase. Now you probably pay for it every year. Why did Microsoft change its pricing so drastically? It was a risky move, but there was solid motivation…
Nike, Adidas, Puma, and their D2C pivot
For the longest time, Nike, Adidas, and Puma sold their sportswear through channel partners. However, in the early 2010s, they began shifting their strategy by selling directly to the end consumer…
Why Amazon did not care for profits in its initial years?
In its early years, Amazon focused more on cash flows and not so much on profits. It inspired a generation of startups to chase scale and not worry about losses. Those imitating startups revealed the…
Temasek - A sovereign wealth fund that other nations want to emulate
Many nations have tried to model their sovereign wealth funds after Singapore's Temasek. While Temasek is an SWF, it behaves like a quasi Venture Capital firm with only one shareholder, that is, the…
TikTok ban - How Instagram and YouTube swiftly took over the market?
A business might be a market leader. Network effects might have helped it become a moat. However, government regulations, through bans or restrictions, can make or break companies. TikTok had over…
Stanley Cups - from rugged uses to a stylish collectible
Launched in 1913, the Stanley Cup was marketed for its rugged uses by cops, defense personnel, and those engaged in outdoor activities. It remained a reliable but niche brand for its niche uses for…
Zomato to Eternal - Taking a leaf from Google and Facebook's playbook
Google became Alphabet, Facebook became Meta, and Zomato became Eternal - is there a commonality among the three? Each new name has a more widespread and overarching tone than the preceding one. But…
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Side Notes by Zerodha Varsity has published 96 episodes since October 2024, covering topics in Business, Education.
Side Notes by Zerodha Varsity is currently sporadic with new episodes weekly. Average episode length is 7m.
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