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concept arbitrage

Concept Arbitrage: Knorr

Posted on Friday, Nov 2nd

Knorr is the largest brand of the Unilever company. They make prepared food that is sold throughout the world in grocery stores. I have often wondered why great Indian, Chinese, Thai, or French recipes are not available as prepared food … not enough, anyway … Jeff Nolan once asked me that if I were doing

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First-time Entrepreneurs in India

Posted on Sunday, Oct 28th

Aparna Chennapragada is a graduate student at MIT’s Sloan School of Business, who is doing a research project on the challenges in building technology startups in India. As part of her research, she is looking to interview Indian entrepreneurs, particularly first-time entrepreneurs, for their perspectives. From an entrepreneur’s view, some of the issues she is

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Concept Arbitrage: Pottery Barn

Posted on Saturday, Oct 27th

While we’re on the topic of Concept Arbitrage and retail stores, one that I would like to see scaled in India is the Pottery Barn concept of Home Furnishings. The two brands that I have seen as possible players are Anokhi and FabIndia. Fabindia’s first retail store opened in New Delhi in 1976. Today, Fabindia

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Concept Arbitrage: Fedex Kinko’s

Posted on Saturday, Oct 27th

Sahad reports that Sequoia has invested in a company called Printo that is building a chain of Kinko’s like stores for printing and copying services. “It currently has a chain of six stores across Bangalore, and plans to open 250 retail outlets over the next three years across the country.” This is an interesting concept

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Concept Arbitrage: Lonely Planet & TripAdvisor

Posted on Saturday, Oct 27th

The Indian Internet Travel segment is booming. Cleartrip, Yatra, Travelguru, Makemytrip – all have received substantial funding from serious names in the VC world. Their focus is primarily on looking for flights and hotels and making reservations. That means, they are focused on Search and Commerce. The Content & Community pieces of my Web 3.0

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Concept Arbitrage: Hoovers, D&B, InfoUSA

Posted on Thursday, Oct 25th

Okay, so while we’re on the Concept Arbitrage topic, I would also like to suggest that entrepreneurs in India start thinking about the business of “Information”. Imagine. You have a product that needs to be sold to hundreds and thousands of businesses all over India, across various industries. It could be anything from computers, to

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Concept Arbitrage: PayCycle & Intuit

Posted on Thursday, Oct 25th

I wrote a widely read Concept Arbitrage series sometime back. Here are some additional thoughts on that topic. The focus of the series is on various venture ideas that have been successful in the US, and can be replicated in India. Well, Software-As-A-Service (SaaS), applied to financial management disciplines like Payroll, Financial Accounting, Tax Preparation

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Concept Arbitrage: Navteq

Posted on Thursday, Mar 8th

As I wrote the Navteq piece, it struck me that the entire address data and mapping services category is a great one for India, and ripe for a Concept Arbitrage. A personal anecdote. Every time I visit India, and I go to visit relatives in North Calcutta, I wonder how on earth would I navigate

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