Friday, June 17, 2005

Water. Paani. Vellam. ( I'd like to go on in other languages, but i think we get the point).The right quantity of this liquid, at the right temperature when drunk when one is most thirsty, produces a sense of enlightenment. I have been experiencing this nirvana every single day in the last week.


Market visits can be fun...in winter. In summer, it gets bad. It becomes inhuman, when you are sent to a remote village in interior haryana and asked to walk, walk and walk with the salesman selling blades, brushes and gels to very "friendly" retailers.


The temperatures out there are bad enough. The hot and dusty winds ( or squalls as they are called) make you wish you were born near the artic circle. One can only guess why water therefore, becomes a source of Nirvana almost every hour.


Below is a snapshot of the market visit I made to Samalkha in Haryana. Along with me is one of the best salesman in the business, Joginder Singh.

Tuesday, June 14, 2005

Was reading Buffet:The making of an American Capitalist. On visits to B-schools for giving guest lectures, he often plays a game with students so as to help them better understand his methodology in picking up the right stocks in the stock market.


The proposition he makes to the students is:
Given the guarantee that you would be entitled to 10% of any one of your classmates earnings for life, which of your classmates would you choose?

...obviously most of us wouldnt pick someone just based on a CGPA. A person's energy, intergrity, capability, etc would come into the picture. And these again cannot be quantified.

So while numbers, betas and alphas may help...Buffet would look beyond.

Sunday, June 12, 2005

Sometimes we simply know. We simply know what is to be done to handle a situation. We are completely in sync and are fully aware of another person. How did we know that we know?....we may or may not know.

A person's Insightful, Intuitive or the Innate understanding of a certain situation/scenario/person - Conceptuality - as I would like to call it.

A person's conceptuality on someone or something is function of his or her experience and/or genetics.

Clearly, if you have spend a great deal of time with someone, after a point in time you begin to sense how that person might react to certain stimuli. In conversation you end up completing his/her sentences even before he/she does. This is in essence conceptuality as a result of experience. So while you may not be born salesman, if you have spend about 5-8years in the field, at the end of it, you intuitively know how to sell, what clicks, what works and what doesnt.


Conceptuality as a function of genetics is debatable. We have all, based on empirical observation, at some point of time or the other would have observed certain people having a command over certain subjects and situations for as long as we've known them. Some are born mathematicians. Some by nature are very good at handling people. Some we've felt are born sportsmen/women. In several cases I have observed that either or both parents or ancestors have to some extent been involved in the field where the person is seen to be displaying conceptuality. Perhaps either or both parents or his/her ancestors themselves would have displayed conceptuality in the field.

Conceptuality in a person is not binary in nature. One has to develop one's conceptuality. First one must recognise one has it. On recognition, one may choose to develop it. What helps a person develop his/her conceptuality is a function of genetics, environment and self. You may realise you are a good sportsman. You may want to develop it. But your parents may not agree, your academic pressure takes away most of your time etc. Clearly, the environment here will not allow you to develop your conceptuality.

A superior example that comes to my mind in illustrating conceptuality in a person and the role of genetics, experience and environment is the case of Donald Trump.

Donald J. Trump is the very definition of the American success story, continually setting the standards of excellence while expanding his interests in real estate, gaming, sports, and entertainment.

If you go through the hyperlink above, one can clearly see that part of his conceptuality was inherited from his father who too was into small time real estate. But it was the experential learning and the conducive enviroment throughout this younger years that enabled him to develop his conceptuality to a level that was unsurpassed.


At the end of the day it is important to understand what one is conceptual at. Whether one chooses to develop it or not is one's prerogative. Atleast choice made should be an informed one.

Wednesday, June 01, 2005

The last days at any place has a way of bringing out the author/writer in most people. Today, being my last day at NITIE, I too have succumbed.

2 of my most fulfilling years I have spent at this place. No doubt I've learnt a lot about "business and management". But the takeaways have been, great friends, lots of fun memories, digital photos/mp3s/movies, and of course...a job :)

[Neo thinks I should add pizzas to the above list..sigh..if only they were indeed a takeaway :) ]

Having paused and pondered...I must, as Neo, Anjan, Ron and Rohith would agree,...Keep Walking.