Or how we grow 10x in revenues in a span of less than 8 months at www.gourmetgarden.in Retention is the key to any business model — You don’t grow by getting higher and higher number of new people to buy your product. You grow by making your existing base buy…

This is a summary of a very detailed piece here — https://nav.al/rich Ruining your reputation is the same as getting wiped to zero Escape competition through authenticity Learn persuasion and programming Five most important skills are of course, reading, writing, arithmetic, and then as you’re adding in, persuasion, which is…

So I just finished reading Saying no to Jugaad — The making of Big Basket. While I wouldn’t rate the book a must read, there are some clear takeaways for an young and growing organization. …

Jio’s FB deal, business model implications and some possibilities Facebook has signed a binding agreement to acquire a 9.99% stake in Jio Platform Ltd for Rs435.74bn (US$5.7bn at current INR/US$). This implies an equity value of Rs4,358bn or US$57bn (Rs. 4,35,800 Cr) for Jio Platform Ltd. Yes, Jio is being…

Broadly, there are 3 reasons to buy — Business, Management and Valuation. Broadly, there are three reasons to sell — Business, Management and Valuation. 1. Business — The biggest reason to sell is the realization that thesis is not playing out. For that, one needs to know, before and during…

Here’s the Ultralearning philosophy in a nutshell: You’re responsible for your learning outcomes. If the study process you’re using isn’t working, find a new one using research and experimentation. The book teaches you how to learn things quickly and effectively, so you can improve valuable skills, acquire new knowledge, and…

I review books that I feel have added value to me. A detailed list is available here — https://twitter.com/marginalideas/status/1089519194062737408?s=20 Dead Companies Walking This is about understanding when a company is sliding towards bankruptcy, regardless of the stock price. Also, how to short it. It also helped me understand when to…

Have been thinking a lot about a framework for evaluating early stage/early growth stage companies and what are the factors we look. Usually, the question to ask is — Will this investment give us a 10x exit in 5–7 years? Broadly, as anyone would have guessed, the answer revolves around…

Have been talking a lot about product market fit (PMF) in varied industries and there are some clear signs of where/when it’s happening. One of the best approaches I have found is asking your users — How would you feel if you could no longer use the product? (From Dropbox…