Archive - Marginal Futility

January 2023

[#21] On private equity valuations

Does illiquidity deserve a discount, or a premium?

Jan 28, 2023 •

November 2022

October 2022

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

A blog on business, finance and technology

Oct 16, 2022 •

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 •

July 2021

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

Jul 17, 2021 •

May 2021

[#15] Evaluating SaaS companies

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

May 9, 2021 •

April 2021

January 2021

[#12] Real Options

Taking a leaf out of venture investing for public markets investing

Jan 17, 2021 •

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