Marginal Futility

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[#23] On "What I learned about investing from Darwin"
Simplicity is the ultimate sophistication
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Arpit Lahoty
[#22] On Blume Ventures' Indus Valley report
Narratives and numbers on the Indian economy and startup ecosystem
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Arpit Lahoty

January 2023

[#21] On private equity valuations
Does illiquidity deserve a discount, or a premium?
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Arpit Lahoty
2

November 2022

[#20] On highly misleading buybacks and verticalization of B2B ecommerce
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Arpit Lahoty
[#19] On venture capital returns, Apple's ad business and how India shops online
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Arpit Lahoty

October 2022

[#18] On Netflix ads, bullwhip effect and DALL-E
A blog on business, finance and technology
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Arpit Lahoty

August 2021

[#17] On 'Goal-seeking' Zomato's valuation, Facebook's scale and hedge funds' ingenuity
Value lies in the eyes of the beholder
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Arpit Lahoty

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…
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Arpit Lahoty

May 2021

[#15] Evaluating SaaS companies
How SaaS businesses differ from traditional businesses; and some key metrics for evaluation
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Arpit Lahoty
1

April 2021

[#14] The accelerating shift from public to private equity
How private equity is gaining (even more) prominence, and the possible implications
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Arpit Lahoty
3
[#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
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Arpit Lahoty

January 2021

[#12] Real Options
Taking a leaf out of venture investing for public markets investing
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Arpit Lahoty
3
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