core

We are in funding winter.Companies are firing left and right.Every founder is trying to survive somehow.The treadmill of growth is at a standstill. EdTech or HealthTech are suffering because they expanded, built solutions, or burnt millions giving freebies. They went ahead to increase the market size for valuation. Only when the tide goes out do …

Dhandho framework

I am halfway through the book: Dhandho investor. I liked it as the author shares stories about many businesses built on frugality, long bets, and arbitrage.   The author talks about the Dhandho framework, and I felt like sharing.  Invest in an existing business.  Invest in a simple business. Invest in distressed businesses in distressed industries.  …