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.  …

Layoffs

Layoffs are part and parcel of employment. It hurts and self-questions your capabilities, but in reality, it is more about organizational restructuring. In short, the organization mismanaged, and you had to pay the price of losing your job. You are still the same person working and earning for living. Don’t self-doubt your capabilities.

business

People, fundamentals, long-term thinking, and culture are recipes for a successful business. Modern-day companies’ DNA is on growth where all the fundamentals are flawed, and everything boils down to the next fundraising round. To achieve this, unnecessary hiring, product development, and lots of money get wasted. Founders, investors, and stakeholders are talking about revenue from …

podcast notes : X-Unicorn(7)

Last evening was listening to Karthik’s X-Unicorns podcast, where he interviewed Prashant, founder of EaseMyTrip. There are a few takeaways for me from the interview as a founder.  EaseMyTrip is a bootstrapped ticket reservation platform run by Prashant and his two brothers. The company has been listed in India and is now a public limited.  …