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[#23] On "What I learned about investing from Darwin"
Simplicity is the ultimate sophistication
Mar 26, 2023
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Arpit Lahoty
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[#23] On "What I learned about investing from Darwin"
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[#22] On Blume Ventures' Indus Valley report
Narratives and numbers on the Indian economy and startup ecosystem
Mar 4, 2023
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Arpit Lahoty
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[#22] On Blume Ventures' Indus Valley report
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January 2023
[#21] On private equity valuations
Does illiquidity deserve a discount, or a premium?
Jan 28, 2023
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Arpit Lahoty
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[#21] On private equity valuations
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November 2022
[#20] On highly misleading buybacks and verticalization of B2B ecommerce
Nov 19, 2022
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Arpit Lahoty
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[#20] On highly misleading buybacks and verticalization of B2B ecommerce
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[#19] On venture capital returns, Apple's ad business and how India shops online
Nov 8, 2022
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Arpit Lahoty
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[#19] On venture capital returns, Apple's ad business and how India shops online
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October 2022
[#18] On Netflix ads, bullwhip effect and DALL-E
A blog on business, finance and technology
Oct 16, 2022
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Arpit Lahoty
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[#18] On Netflix ads, bullwhip effect and DALL-E
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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
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Arpit Lahoty
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[#17] On 'Goal-seeking' Zomato's valuation, Facebook's scale and hedge funds' ingenuity
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July 2021
[#16] On Speed as a moat, Indian consumer pyramid and why Value Investing isn't dead
Hey! Welcome to Marginal Futility. This blog is my attempt to summarize and share some interesting things I come across, especially related to business…
Jul 17, 2021
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Arpit Lahoty
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[#16] On Speed as a moat, Indian consumer pyramid and why Value Investing isn't dead
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May 2021
[#15] Evaluating SaaS companies
How SaaS businesses differ from traditional businesses; and some key metrics for evaluation
May 9, 2021
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Arpit Lahoty
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[#15] Evaluating SaaS companies
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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
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Arpit Lahoty
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[#14] The accelerating shift from public to private equity
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[#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
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Arpit Lahoty
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[#13] Counter-positioning as a business strategy
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January 2021
[#12] Real Options
Taking a leaf out of venture investing for public markets investing
Jan 17, 2021
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Arpit Lahoty
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[#12] Real Options
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