16
Feb 2021
Musings
An assorted collection of thoughts on business, finance, and life. Browse by tags.
10
Feb 2021
The Gamestop saga and lessons for retail investors
twitter.comIn the Gamestop saga, the media has loved telling the story of how Retail made a lot of money from Hedge funds. The reality is entirely different, almost everyone apart from retail has probably made money or benefited from this...
09
Feb 2021
Rising financial awareness among Indians
twitter.comFinancial awareness about the importance of saving and investing in India is increasing at the fastest rate ever, especially among millennials...
02
Feb 2021
Free & open-source software (FOSS) — one of the reasons behind Zerodha's success
twitter.comFree & open-source software (FOSS) is the main reason for the success of Zerodha as K writes.
28
Jan 2021
Shorting and Indian Capital Markets
zerodha.comCan retail traders are cause a “short squeeze” in India like they did in stocks like GameStop and AMC entertainment in the US? It cannot, and I explain why in this post. Join the discussion on Trading Q&A.
22
Jan 2021
Beyond misleading trading turnover numbers — the actual size of Indian capital markets?
twitter.comLooking at trading turnover to estimate capital market size is misleading. Most trades are leveraged & ideally we should look at the margins being traded, not the trade value...
07
Jan 2021
Introducing the Rainmatter Foundation
blog.rainmatter.org01
Jan 2021
The fallacy of predictions
twitter.comEven after all my years of experience, I couldn't have been more wrong in predicting the direction of our business in 2020. These expert predictions should be taken with a ...
28
Dec 2020
Is trading the markets gambling?
twitter.comIs trading the markets gambling? I get asked often. My answer is that yes, you can gamble when trading, just like you can gamble with everything else in life.
24
Dec 2020
23
Dec 2020
Total addressable market for brokers
twitter.comSince broking is hot post-COVID, inspite of all the spike in trading volumes and activtity, the total addressable market is just ~1.5 million users. I had shared this pre-Covid. Broking ...
17
Dec 2020
Robinhood pays $65M to settle SEC charges on payment for order flow disclosures
twitter.comThe Robinhood SEC settlement over order flow disclosures grabbed some headlines even in India. Since people might be wondering if this happens here, it doesn't. Unlike the US, all order ...
13
Dec 2020
Why advertising doesn't work
twitter.comThis is a great listen from Freakonomics on whether advertising works. The reason we could bootstrap was that we never spent on ads. With no ads, a business is forced ...
08
Dec 2020
Podcast: Sandeep Parekh on the evolution of the Indian market and securities regulations
twitter.comThis is a must-watch for those interested in the Indian securities market.
@SandeepParekh we need to find a way to get you to do more of this. :)
07
Dec 2020
A product to get more Indians to save and invest
zerodha.comTo get the next 10 crore Indians, the traditional financial product might not work. Here's what I think is needed to get these people to start saving and investing.
05
Dec 2020
Does Illiquidty like in private markets lead to good investor behavior?
twitter.comA question I have been asking institutional investors in both private and public markets is - if they could enter and exit their holdings at will like retail investors(which they ...
28
Nov 2020
The flipside of effecient companies
twitter.comThe flip side of tech-first businesses like ours is that we don't create as many jobs. We are around the same number of employees today at 3.8mn clients as we ...
23
Nov 2020
Why Zerodha with Nithin
youtube.comMe answering the most frequently asked question aroung why Zerodha is the broker for you.
13
Nov 2020
Downside of working from home
twitter.comThis year has been ridiculous, I now have "spending time with my 5-year-old son" scheduled on my calendar. WTF! I was wondering if I was the only insane one until ...
10
Nov 2020
Forbes cover
twitter.comAlmost unreal that we could represent Zerodha on the cover of Forbes. Some personal lessons from the many highs & many lows in this 20-year journey working, trading, trying to ...