Sunday, February 12, 2012

The Tragedy about the Tragedy

Cinema, fiction are very different from our real life. Real life has a lot of irrational things. But fiction, cinema are technically rational, these mediums present the ‘edit’ version of real life.
2 characters meet and they speak about a point and they speak so that the reader/ viewer understand sthe context. This can never happen in real life.
Take this example
“Do you really have to go?”, asks the mother
“Yes amma. This is educational tour and we are going to Udhagamandalam to study the tribes life”, replied the daughter
Do you see how crystal clear the dialogue is? But can you be sure that this is how the incidents happen in real life? The woman and her daughter would’ve spoken the same things, but it would have been lengthy exchange and could’ve happened over a period of week. But for the sake of Fiction/ cinema the creator has given the distilled information.
Now there is this craze in Tamil Cinema to take a rustic story with a tragic end. But what is tragic in this tragic cinema is the tragedy is irrational!
Take for example ‘Vennila Kabadikulu’, the movie goes for a smooth finish, but the director decides that he needs a tragedy. Nothing works like tragedy, the sympathetic wave of the crowd is extremely important.
So the hero dies accidently. Yes! Accident happens in real life too! Life is so irrational that suddenly a person dies in an accident. But in cinema you cannot do it. You should be as rational as possible.
It’s ok if a character dies of an accident and then the story can be how the people around come terms of what happened. The story can provide space for how rationally the characters react. But abruptly ending a story with a tragedy is a ‘tragedy’ of creativity.
In ‘Valmiki’ the hero is a thief and he finally turns a new leaf and all of a sudden someone snatches the gold chain from the heroine and she gets cut in her neck and she dies. Come on! Be creative, it’s easy to make people cry but it’s difficult to make the tragedy rational. And it’s the duty of the creator to make it rational.

Mirza Raja - Blurb

“We are not slaves of Mughals, to not to care for the empire during time of distress. We are very much part of the glorious Mughal empire. We are partners, stakeholders”

The life of a Rajput Commander of the Mughal Empire.



This story I wrote recently can be called 'narrative non-fiction'.
I tried my best to be faithful to history.
I was intrigued by this Rajput Commander, who witnessed and co-created some of the important events in his time period.
He was eclipsed by some prominent historical figures, I just had a glimpse of him and thought how big role he might've played and did my research which confirmed my intution.

If you want to read this story drop a mail and i will send it across to you.

Saturday, February 4, 2012

Don’t fool you readers

I’d seen soaps where in an important event happens. I mean I know when I see that event that it cannot happen. Soap proceeds very slowly why should there be an important breakthrough now and guess what.
An actor wakes up from his sleep, forehead sprinkled with sweat, he gets relaxed that it was just a dream. But you viewer may not get relaxed! This is just cheating the viewer.
The viewer/ reader should be pleasantly surprised but should not get irritated or fooled. If the creator takes care of the above rule the world will be a better place.
In Vinnaithandi Varuvaya, there is the last song where the Hero and Heroine gets married in America. I’ve no issues with it being a dream song, but the hero’s crew members were present in that song, making it feel like a real life event. This is really a let down!
I recently read “The Runaway Jury” a brilliant thriller, but if you look back after reading the whole novel. The girl need not have contacted the Plaintiff lawyer., she contacted the lawyer just to distract us.
I’m given up on thrillers because they try to fool you, there is nothing wrong in not revealing a secret, but distracting you with a non-event is silly.
Why can’t the creators (directors of movie, serial, writers) be more conscious and try entertaining the readers

Saturday, January 7, 2012

The Blaft Anthology of Tamil Pulp Fiction - Review

Recently read this book from a lending library
I remembered pulp fiction Tamil novels were very famous during 80s and 90s.
I thought they would've died by now, what with the advent of regional TV channels and Internet.
Also its no longer fashion to read a Tamil book.
Even I myself seldom read Tamil.
So here I'm a tamilian reading a translated work of Tamil pulp fiction.

What i noticed about the story is the narration is very abstract, the authors don't describe each character well. If there is more than 4 characters you don't know which one the author is referring too. You will not be able to connect.
Also the stories are like draft, there is this carelessness of the author, he has to complete this work by today, this story is just 1 of his thousand stories. This will be published in a magazine and may be never republished later.

The stories reminded me my own stories, it made me realize that my narration is also as poor as these stories, at the same time i knew that some day under the sun, if those stories were published and are now part of an anthology. My stories can definitely see the light.

Here are some stories which are
excellent
Ripples
The Rich Woman
Dim Lights, Blazing Hearts
Sweetheart, Please Die
GLory Be to the Love that Kills!


Okish
The Rainbow
FLR


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Saturday, November 5, 2011

Hospital for Profit

I have been to Fortis Malar and also Apollo and noticed the buzz of activities, the processes followed, world class infrastructure, foreign country patients, cutting edge technology, high skilled doctors and the cash ringing offices.
What a beautiful growth story! Fortis and Apollo are trying to make an organized health care sector. They not only focus on multi-specialty hospitals, but also are having a chain of clinics as well. People coming to these hospitals are surely going to increase, what with raising income level, sedentary and stressful life leading to chronic diseases and a booming health insurance.
So are Hospital stocks looking like stable, defensive stocks?
Well almost! Let’s have a closer look. You have a heart disease, do you go to Apollo/ Fortis. For me which hospital is not important? I want the best doctor. Who is the best doctor? You choose a doctor because he is recommended by your physician/friend/relatives. If the doctor visits a Hospital then you go there. You don’t go to a Hospital because it’s a good brand. The brand of Hospital is not really as important as the doctor’s brand.
A doctor will have to pay more % of his income to a branded hospital than an unbranded one. Usually a good doctor with decent money in his pocket will open his own clinic and ppl throng to those clinics.
Hospital really make the mark in in-patient services like surgery, monitoring of patients and using of cutting edge technology for treatments, which cannot be provided by a doctor in a small clinic. Here a good corporation can ensure quality process, reliable service.
Hospitals can charge any amount of money and the patient cannot bargain and Hospitals can generate profit, but it just doesn’t make sense. Hospitals (just like education institutes) are for serving people. They should really be a Not For Profit organization. In some fields, charity and service mentality should be the focus, Hospital is one such field.
Fortis and Apollo are improving standards of the Hospitals in India and those professionalism is really necessary in this unorganized sector. These companies will sustain and generate enormous amount of profit.
But there is this eternal dilemma, if I go in as an investor I want them to make all possible tests for the patient, let him undergo a big surgery, let him be put in a monitoring unit for 3 days. Should I entertain a patient who is seeing a Physician or a patient with rare disease, let me go to the second one he will give me high margin. But the patient in me always wonders, are they doing this test because its best for me, or is it best for the shareholder!
What should be the agenda for these hospitals, to increase the revenue 3 folds in 5 years! Hospitals should really pray that their income should reduce, that they should close some of their hospitals (meaning Healthy nation)
‘Hospital for Profit’ is an oxymoron.

Saturday, October 15, 2011

FMCG - no Pharma - Yes

FMCG, Pharma are both defensive stocks. But I frown at FMCG stocks and prefer Pharma for the following reasons:

1. FMCG has easily duplicatable products. All biscuit manufacturer have cream, marie, butter buiscuits and also take for eg huge player like HUL, which has several soaps. If Liril’s share is increased, it might be eating the Pears

2. Heavy.. very heavy Adv cost in FMCG and brutal price wars

3. People need new products or improved products every week

4. In Pharma the doctor chooses the best product and ppl don’t mind paying price

5. In Pharma even though we’ve generics, Doctor knows whats the best and they choose the leader

6. Unlike FMCG in Pharma there are fewer ppl who decide what to buy, its easy for the Pharma companies to sell to them

Change in my Investment Style

Initially I was investing in bulk per month say 5k/month in a single share – now I’ve changed it to 1k per week – different shares every week
I was initially worried about the loss, I was like if I invest in a share @100 and now it’s is 80, I’ve to invest in a lot more, so that I can average my money. That’s a dead trap, now I’m comfortable looking at the loss and if I believe that the fundamental is still fine I still don’t worry about keeping my loss low. If I find the share interesting I still buy only once a week that too only for 1k, so even if I’m wrong my loss is not substantial.
If the fundamental of the company changesor of the loss is huge – then I book my loss
I’m reasonably good in booking loss, but have not yet booked gains. I believe in staying long term (many many years and exiting only when I need money or if the fundamental changes)
I’ve to work on exit criteria. Should I make 10% stop loss a rule? I’m worried about unnecessary selling and again buying the same share, it will increase my transaction cost. My philosophy is don’t try to manage short term. A good stock even if I bought in 52 week high will still be a good appreciation after 5 years