Marginal Futility | Arpit Lahoty | Substack

[#23] On "What I learned about investing from Darwin"

Simplicity is the ultimate sophistication

Mar 26, 2023 •

[#22] On Blume Ventures' Indus Valley report

Narratives and numbers on the Indian economy and startup ecosystem

Mar 4, 2023 •

[#21] On private equity valuations

Does illiquidity deserve a discount, or a premium?

Jan 28, 2023 •

[#20] On highly misleading buybacks and verticalization of B2B ecommerce

Nov 19, 2022 •

[#19] On venture capital returns, Apple's ad business and how India shops online

Nov 8, 2022 •

[#18] On Netflix ads, bullwhip effect and DALL-E

A blog on business, finance and technology

Oct 16, 2022 •

[#17] On 'Goal-seeking' Zomato's valuation, Facebook's scale and hedge funds' ingenuity

Value lies in the eyes of the beholder

Aug 8, 2021 •

[#16] On Speed as a moat, Indian consumer pyramid and why Value Investing isn't dead

Jul 17, 2021 •

Marginal Futility

Marginal Futility

A not-boring blog on business, finance and technology

Marginal Futility

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