Marginal Futility

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

Simplicity is the ultimate sophistication

Mar 26, 2023 • 

Arpit Lahoty

7

[#22] On Blume Ventures' Indus Valley report

Narratives and numbers on the Indian economy and startup ecosystem

Mar 4, 2023 • 

Arpit Lahoty

2

January 2023

[#21] On private equity valuations

Does illiquidity deserve a discount, or a premium?

Jan 28, 2023 • 

Arpit Lahoty

5

2

November 2022

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

Nov 19, 2022 • 

Arpit Lahoty

5

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

Nov 8, 2022 • 

Arpit Lahoty

6

October 2022

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

A blog on business, finance and technology

Oct 16, 2022 • 

Arpit Lahoty

2

August 2021

[#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 • 

Arpit Lahoty

4

July 2021

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

Hey!

Jul 17, 2021 • 

Arpit Lahoty

1

May 2021

[#15] Evaluating SaaS companies

How SaaS businesses differ from traditional businesses; and some key metrics for evaluation

May 9, 2021 • 

Arpit Lahoty

8

1

April 2021

[#14] The accelerating shift from public to private equity

How private equity is gaining (even more) prominence, and the possible implications

Apr 10, 2021 • 

Arpit Lahoty

5

2

[#13] Counter-positioning as a business strategy

Finding part of the incumbent's business model that they can't (or wouldn't want to) do without

Apr 4, 2021 • 

Arpit Lahoty

5

January 2021

[#12] Real Options

Taking a leaf out of venture investing for public markets investing

Jan 17, 2021 • 

Arpit Lahoty

5

2