Archive for March, 2010

Infosys and iRACE

Tuesday, March 30th, 2010

What’s the matter with Infosys and iRACE? There is lot of hue and cry I have come across off late in the media.
http://www.livemint.com/2010/03/16230424/IT-companies-may-face-higher-a.html

4000 resignations in a single month is a huge number, even for a company as big as Infosys. Those days we used to hear terms like ‘Dream company’, ‘Best place to work’, ‘Maanam maariyatha…’ etc. about Infosys. However, the situation is also aided by the recovery in job demand. Was there double digit attrition in late 2008 - early 2009?

IMHO The average IT services company is not a place of great virtue. The average IT service worker is not a person of great values either. I suppose each get the other they deserve.

Contribute to ‘money honey’ development fund

Tuesday, March 23rd, 2010

One of the dangers in trading through stock brokerage relationship managers played out to a friend of mine very recently. More than three months back, My friend had asked my suggestion for a brokerage. I referred an RM in a well known ‘money, honey’ brokerage. (Yay! I get a chance to write a kisu-kisu). My friend had gone ahead and opened a trading account with that firm.

A month later, my friend who had gone to US by then, called me from there to get the RM’s number. Since I did not have that number immediately on hand, I told him to contact later. He did not get in touch immediately and did not reveal much then.

Another month later, my friend, still in US, casually tells me he is not sure what his RM is doing with his account. I probed him further yet he did not reveal much. He said could see that some trades are being made and some losses incurred while a few were profitable. He was not very keen to get the RM’s number this time.

This week, he tells me his RM had speculated in F&O markets with his funds to the tune of Rs.40000 and all the money is now wiped out!

I feel sorry for my friend, and angry with the RM from the brokerage, but I feel my friend is also partly responsible for this mess.

After reading some of the complaints in other forums on similar lines, this is my guesstimate: In the initial days, The RM would’ve called my friend, given ‘tips’ about operator driven stocks which, ‘naturally’, would have gone up as ‘predicted’ in the short term. After four or five instances, my friend would by now be more receptive to the ‘broker knows best’ mantra. He starts to listen to the word of the broker RM. And worse lets him trade on his behalf! He reaps good profits in the initial few trades. Will he ever complain? NO!

The broker RM by now gains the complete trust of my friend. Please note here, the incentives for each are different. The RM is completely driven by the volumes he can make and by how much he can earn as commission for the brokerage. My friend should ideally be driven by long term capital appreciation.

Now the broker turns his attention to the more lucrative (for the brokerage) F &O market. He indulges in speculation - the odds of which no party fully understands. F&O world is too difficult for the lay investor to understand anyway. My friend checks his position every now and then and goes about his day to day life. Come one bad day, and all of a sudden his entire investment is wiped out.

Here are some fundamentally sound ‘tips’:

Never let the RM trade on your behalf. If you do not know what stocks to buy, just do not buy. It’s that simple.
If you come across any unauthorized trade, blow the whistle immediately even if the trade is profitable. Most of the people do not do this especially when the trade is profitable (Incentive caused bias?)

Brokerages make money when investors/speculator buy and sell stocks – the more frequently, the better. RM’s are under immense pressure to make volumes and consequently more money for the employer (not you, the lay investor). ‘Buy and hold’ investors do not make a great clientele for brokers. Hence most of the brokers encourage the gullible investors to buy and sell as often as possible.

Most of the individual investors have a full-time job and cannot devote sufficient time for stock picking but have a craving to make big money in quick time. And it is precisely this weakness that brokers or their RM exploit.

I am yet to see someone who has outsourced his ‘thinking’ while investing and yet has made substantial wealth in the market. I am not saying all those who think will make it big. Its much more complicated than that. But at least it is better to make mistakes and learn than outsource your thinking.

Now that this has happened, what is the end story?

The sad truth is, it is very difficult to ‘prove’ that the RM was at fault here. In effect my friend had given away 40K to the ‘money honey’ development fund.

Notion ink

Tuesday, March 16th, 2010

When you cross thirty, you are less inclined to believe any news report which says “The next —- Killer”.

My two cents: Notion ink’s ADAM is less likely to be the next IPAD killer. BUT…

I think its no joke for an indian startup to feature in crunchgear, endgadget etc. repeatedly. It has generated enough oohs and aaahs. At the least I thought this bunch of twenty something entrepreneurs deserve some blog publicity.

Landmark is losing out

Tuesday, March 16th, 2010

http://landmarkonthenet.com/product/SearchList.aspx?code=think+twice&type=0&num=0

http://www.flipkart.com/think-twice-michael-mauboussin-harnessing/1422176754-gox3frvxkb

As you can see, the difference between Landmark and Flipkart in terms of price is 219 Rs.

Why should I buy in Landmark?

PS: I am back in town after three interesting days. Will write more on that soon.

The culture of giving great jobs.

Tuesday, March 9th, 2010

Ever since I opened my mailbox this morning, I’m seeing a lot of ‘Great job!’ mails from almost the whole company to those who completed a project which clearly sucked from the very beginning. From here onwards I’d like to call such acts as giving a great job.

Who starts these great jobs? You guessed it right! It is the jobless middle management folks who think this is a neat way to motivate employees. So they include even the pandora residents in the DL and fire their salvo. The consequences are, human nature being what it is, predictable and repeatable. No one wants to be left behind even though no one clearly knows who is getting appreciated and for what. This is social proofing at its best. I once naively asked one of the guy who had just sent one such mail on why he did that. It was bizarre. It was not as if he had an opinion. The guy was like, ’Ellarum mail panraanga, naan mattum mail podalena nalla irukadhu…’ I guess this is part of the ‘Naai vesham potta kolachu dhaan aaganum, lead vesham potta ‘great job’ kuduthu dhaan aaganum’ logic.

Couple of weeks back, someone started to give a great job to one of my team member for an innovation award he won six months back. By the time another instance of the event had already occurred. To explain it better, it was not very different from ‘Great job’ing AR Rahman for his Oscar now. Some folks assumed he had won it yet again.
I coined an anology for this: ‘Pona varusham sethu pona aayavuku indha varusham paal oothara’ phenomenon. I need to coin a neat, english sounding acronym for this.

In addition, it is common to give great jobs to Y when X had actually worked on the project.

How to detect a great job?
Rule of thumb I follow nowadays.
- The email subject is more likely to have exclamations!!! That is a clear red flag.
- Some of my close office friends who incidentally read this blog do not fail to include quote Einstein, Sivaji film dialogues, etc in their great jobs. We need to be especially wary of such guys.
- Be always on the look out for key words in the subject – Great, Congrats, Team work, awesome etc.
- Nobody would’ve changed the subject, you are bound to receive at least 20 emails with the same subject. Be suspicious of those chunk of mails with the same subject.
- The thread would have at least two big ‘thalai’s responding to it. Has any ‘thalai’ responded to any mail of substance?

- Now, How to differentiate a great job from a genuine appreciation? First point: Not many will respond to a genuine appreciation email. The difference is in the intent. In a great job, the point is clearly not to appreciate. It’s more about to be seen great jobbing.

As a corollary, I really wanted to appreciate a guy who went out of his way in one of our project. I initiated a thread with 4-5 team folks in CC spelling out exactly what that guy did special and why he should be appreciated. Not surprisingly, no big thalai responded to the thread. I guess it’s much safer to give a great job to the world in general than to appreciate a individual in particular who had really worked hard. Since no thalai responded, no team member wanted to respond either!!!

Vinnai Thandi Varuvaaya review

Sunday, March 7th, 2010

- Karthik loves Jessy. There is nothing so attractive about Jessy’s personality that we know of. So what made him love her? The director does not have time to explain anything of that sort, that too in a love story. Very intelligently he makes the protagonist ask the same question to the audience twice or thrice and tries to get away.

- Once the heroine accepts the love, they say ‘I love you’ to each other a few times, go around in bike, eat good food, watch movies. Pa! Very different. Total class!!!

- And for the hero’s passion for film-making. There are a few references in dialogues, some shots where he carries the clip board, and voila he is a film-maker. He could’ve as well been a two wheeler mechanic, only that it would not sounded as ‘aspirational’.

- Why America? Gautam Menon knows going to America for shooting is the in-thing. So America!

- Simbu and Trisha are decent in this film. But the way the media folks rave, looks like both will get a National award. Aandava!!

- The film has ARR’s music and that’s one of the few redeeming features. ‘Aromale’ stands out for the voice and music. It’s a great piece to listen. But film music is also about conveying the emotions of the characters I thought. No? We can simply replace the ‘Aromale’ lyrics with English and we’ll get a proper English song. And the emotions in this music is at best confusing to me. Why that song for ‘that’ situation? Blame it on globalization. Local flavor does not sell as well.

In short this is yet another ‘once watchable’ but pretentious, ‘no depth’ Gautam Vasudev Menon film which unfortunately gets raved about as the ‘great thing since Ulundu vadai’ in the media. The best thing one can say is that its not a terrible insult on one’s intelligence as a Vijay movie. But that apart he has imbibed all the bad aspects of Mani Ratnam style of film making. I was disappointed with his ‘Daddy Daddy ‘Vaaranam Aayiram’. I am equally disappointed with his ‘Jessy Jessy’ VTV. I now think his ‘Pachai Kili Muthucharam’ was very watchable except for the last 30 minutes.

Gautam Menon and Microsoft have one thing in common. Discerning folks in general talk good about their previous effort when compared with their latest offering.

I think it’s not the occasional flop that kills a film maker. It’s the inability to hit the RESET button every two-three films and come up with something fresh that eventually gets the better of a director. People who have survived have been able to do that. Gautam Menon must hit the RESET button NOW. Otherwise he will soon join the elite company of R V Udayakumar, R K Selvamani - folks who were once thought of as ’one of the top directors of tamil cinema’ but who did not hit the RESET button quick enough.

After a long time :)

Thursday, March 4th, 2010

What next?

Wednesday, March 3rd, 2010

You can expect the following things to happen in the coming days:

Some one in the tamil print media will give a title, ‘Kadhavai thirangal…. (actress) varattum’

The Outlook will feature ‘The inside story of a journey from Saamiyaar to a Pornstar’ cover story.

India Today will feature the ‘India Today - AC Nielsen Erotic Saamiyars of India 2010 rankings’

A lame ‘Kalachaara Seerkedu’ editorial in ‘family’ magazines like Kalki, Thuglak.

A Dr.Narayana Reddy will somehow make himself available despite his busy schedule to give a deep psychological analysis on the issue to the likes of ‘Nakkheeran’, Junior Vikatan, etc.

All the while, television media houses like the Sun TV, kalaiganar TV will continue to do two things:
- safeguard the tamil culture
- run the steamy sequence in their prime time news program.

And how about the people of Tamil Nadu?

- Initially, we are only too happy to lap up anything in the name of ‘Aanmeegam’. Healthy circumspection is never our forte. So there is always the next saamiyar scandal in the offing.
- Once someone is caught in his ‘act’, we turn peeping tom and
- start lapping up each and every news item featuring the man for the next three months.