Mid and largecap portfolio of a much talked about PMS firm:-

1) Abbot India
2) Asian paints
3) HDFC life
4) HDFC bank
5) Pidilite
6) Relaxo
7) Berger paints
8) Lal path lab
9) Bajaj finance
10) Nestle
11) Divis lab
12) Kotak bank
13) Page ind
14) Titan..

Velimalai Kumaraswamy Kshetram
Kumarakovil, #Kanyakumari
#Tamilnadutemples 🚩

Velimalai Kumaraswamy Temple is a Murugan temple located in Kanyakumari District of Tamilnadu.

Muruga faces east and is said to be facing Sthanumalayan (Paramashiva) of Suchindram. Muruga is of

eight feet vigraham and Valli thayar is six feet tall. Eventhough Thiruthani is believed to be the place where Subrahmanya married Valli, it is also believed that Valli’s thayar's marriage took place with Murugan here.

There is a Kalyana Vinayakar sannidhi
who helped Muruga's

marriage with Valli. Kumarakovil is also known as Kumara Kshetram and Subrahmanya Sthala. The Tamil epic Chilapathikaram refers to the temple as Chera Nattu Aeragam

Wedding of Valli and Murugan is celebrated here in the Tamil month of Panguni (March-April).

Om Muruga
🙏🕉🙏

💬 I often get Q’s like these:

How did you get your first customers for WIP? How did you grow BetaList’s traffic? Etc.

Makers are looking to reverse-engineer success. I see it everywhere.

I don’t think it works that way and the answers to those questions are mostly useless. 💥

I have built dozens of different products over the last couple of years. The vast majority failed. 😭

Surely if I know the answers to these questions, but still fail over and over again, these answers aren’t that useful. 🤷‍♀️

So what’s a better question to ask? 🤔

99.9% of the questions I receive are about the products that did well. In a way that makes sense, because we quickly forget about those that didn’t succeed.

🧠 This is known as survivorship bias.

Focusing on what survived, while ignoring what made it survive in the first place.

The real question, what you really want to know, is this:

What makes @WIP, @BetaList, and to some extent @AllStartupJobs succeed where my countless other attempts failed?

What separates a failed product 👎 from a successful product 👍?

Honestly, I don’t know. I wish I did.

It’s like Steve Jobs said “I’ll know it when I see it.” 👀

Same is true when we make products. We don’t know upfront what will work. But once we see an inkling of a product that does have potential, it’s not that hard to spot.

1/ Here are my notes from @robertwrighter's book - Nonzero: the logic of human destiny. I enjoyed the book very much.

The basic premise of the book is that history has a direction which favors co-operation and non-zero sum games, and that causes an increase in complexity.

2/ Starting from the first replicating molecule which co-operated with an outer layer to form first proto-cell, evolutionary and cultural history is full of examples where two entities come together to survive and progress a lot more than they would have done individually.

3/ This co-operative entity fares much better than two individual entities because of specialization. If two entities are in the same boat - that they win together or lose together - then trust is implicit.

4/ In a non-zero sum game, trust causes entities to focus on what they do best.

For example, eukaryotic cells - the ones animals and plants have - emerged when two proto-cells merged, and one took the role of energy generator (mitochondria), the other specialized in protection.

5/ Some scientists believe that even nucleus in a cell is a result of an early cell merging with another cell.

So M&A is not a recent phenomena, entities have been merging because of common interests ever since life started.