There are a lot of infrastructural and procedural bottlenecks that are present in India in various sectors. Professional productized single area focussed companies that navigates through the procedural maze in India for a management fees will make a lot of money.

The real estate sector is throwing up many new opportunities, and is currently a sector of my personal focus. Marc Faber talks about a type of real estate firms that is present in Thailand and Malaysia. They are called Industrial Land Development companies. They buy big chunks of land, put in water and electricity, and build factories. These real estate firms rent or sell a factory and provide the whole infrastructure for a management fees. Marc Faber will be interested in looking for such kind of firms from Investment perspective in India.

In India SEZ firms will fall in such categories. All SEZ development firms will have a high capital growth potential, because land for such projects are acquired for a pittance, and after minimal investments in water, electricity, and access, the land value is multiplied many times over the investment made. Real estate is one sector that does not face scalability problems, especially in over-populated countries like India. Scalability is a big issue for companies like Microsoft. You can't sell more MS Office products if you already have every user using office. Given capital intensive nature of real estate, if you have funds, you can buy/develop more land and grow even bigger. If the market is down, just let the land lie for 10 years, and it will appreciate in capital. All urban infrastructure is in deep shambles today, and all real estate infrastructure firms that could build processes ensuring quality have huge growth potential.

Snippets

* Startups can be done on cashless basis. Ideas, and barter can almost eliminate cash needs
* A successful idea gets the market always right. To become rich, your idea must hit a big and easily pluckable market
* Play on others. Take off from what others have created. Control can be achieved by playing a group of entities against each other. Supply chain and franchisee markets are good
* In any startup, first look to get enough money to meet your basic needs. Everyone starts small, very small. It becomes big as idea catches on

Snippets

* Small and precise organizations create powerful deliveries
* For multi product environments, where polymorphic modules are present, only one version tree should be created. If multiple branches are created, errors solved in one will be present in other
* Barter is a very important tool. The value of Barter has been ignored in present days, but could deliver substantial benefits where cash can't do the job. A barter exchange site would be a powerful concept.
* Web site assets are more valuable than real assets. A website asset can create more value for the owner than any investment in real estate. Investment in real estate if drawn into web site assets can multiply funds more than in real asset