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 business, but there is also some risk.

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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 outperformed Asian Paints over the last five years but underperformed over the last year.

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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 competitors broke it. Nestle came out strong nonetheless.

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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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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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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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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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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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