I came across some interesting product market fit definitions- Paul Graham's cut definition for product market fit is: when you've made something that people want. Mark Andreessen also has an amazing blog post about product market fit, where he describes it as: when the product is just being pulled out of you. When you no … Continue reading Product Market Fit
This month it will be 3 years since I kick-started my investment journey into the US public markets. I started off as a naive wide-eyed wannabe investor ready to buy hot “tip” penny stock and on my way to get that Ferrari. I’ve been humbled by the markets, it has taught me a lot about … Continue reading Is Stock Market = Gambling? Let’s look at the data.
Disney recently announced that they are launching their own streaming service called Disney+. This will directly take on Netflix which currently dominates the video streaming market. Disney(DIS) is an '8-80 company'. An 8-80 company is the one whose products are used by 8-year kid, an 80-year elder and everyone in between. It also means that … Continue reading Disney+
TED-ed has some awesome video animations. I particularly love the new "There's a poem for That". The videos are well produced, the poems are a perfect mixture of hard hitters like Shakespeare and contemporary. Along with the poem, there are conversations with the poet and analysis of the poem which gives deeper insights. Source: TED-edhttps://www.youtube.com/user/TEDEducation/ … Continue reading There’s a poem for That
“I believe in the discipline of mastering the best that other people have already figured out. I don’t believe in just sitting there and trying to dream it up all yourself. Nobody’s that smart.” – Charlie Munger This article is a short summary of an extensive research thesis done on Global Asset Allocation by Meb … Continue reading Book Summary – Global Asset Allocation
I wrote this back in October. I might do this once a week, where I dive deep into a company. Please find my disclosures related to finance articles here. Britannia Industries Business Quality: 100-year giant! Very few companies cross that milestone. The probability of survival is already on the side of the company. Britannia’s main products … Continue reading Grande Cold Brew Valuations: Britannia Industries
I wrote this back in October. I might do this once a week, where I dive deep into a company. Please find my disclosures related to finance articles here. Pidilite Industries Business Quality: Company’s main product segments are: 1. Adhesive and sealants: 55% of revenue 2. Construction and paints: 20% of revenue Adhesive and Sealant … Continue reading Grande Cold Brew Valuations: Pidilite Industries