Side Notes by Zerodha Varsity

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 borrowing. It is an accounting peculiarity.

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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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 psychology. Not just Coca-Cola, but also Pepsi had drinks targeted at different genders.

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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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 are far removed from its initial oil business. Samsung is a tech giant with a global reputation for smartphones and semiconductors.

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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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 behind it.

Not just Microsoft, many software companies have transitioned from a one-time pricing model to an annual or monthly subscription model.

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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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 through company-owned stores, websites, and apps. Did the business gain from such a shift, or did it blow up?

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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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 pitfalls of taking only half the lessons from someone else's playbook.

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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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 Singapore Government. Here is Temasek's story.

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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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 200 million users in India, and overnight, it was banned. Suddenly, TikTok lost a large business. And it became an opportunity for some others.

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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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 over a hundred years. And then, by a stroke of luck, Stanley pivoted its marketing to appeal to a wider audience. What did they really do? What was this stroke of luck?

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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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 what drives an organization to rename itself at the peak of its popularity?

Zerodha Varsity on Social Media:

Instagram: https://www.instagram.com/zerodhavarsity/

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YouTube: https://www.youtube.com/@varsitybyzerodha

Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.