05
Jan 2023
startups
29
Dec 2022
The dark side of setting goals
twitter.comWe've never set goals at Zerodha, be it user growth, revenues, or profits...
30
Nov 2022
Why everyone should pay more attention to India
twitter.comWhenever students ask me for advice, I say, stay in India. Not just because we need to avoid the brain drain...
28
Nov 2022
Slow growth vs debt fuelled fast growth
twitter.comA saving mindset is what will help us in times like now when countries that have borrowed heavily...
25
Nov 2022
Silver lining from startups excesses
twitter.comThe silver lining of the startup world's excesses is...
16
Nov 2022
On web3 and buzzwords
twitter.comWe need to put human-first thinking way above technology-first thinking...
01
Jun 2022
Spending on own brand keyword ads
twitter.comThe easiest way for startups & businesses to burn is by advertising on their own brand keywords...
19
May 2022
How large is the Indian market for B2C tech businesses and fintechs by revenue potential?
twitter.comHow large is the Indian market for B2C tech businesses in terms of users who can generate revenue?...
10
May 2022
The end of growth at any cost?
twitter.comThe sharp fall in the stock prices of high growth tech companies across the globe is getting crazy, feels like the dot-com boom...
05
Apr 2022
Why are billions being invested into Indian non-profitable startups by VCs?
twitter.comIt is concerning that we have a few customers still buying Sintex shares even after this nudge that the stock price will go to 0 and mandating a TOTP...
24
Mar 2022
Is fractional share investing possible in India?
twitter.comFractional investing or the ability to invest say $10 in Amazon at $3200 has been the biggest reason for stock market participation to go up in the US...
21
Mar 2022
How is Zerodha profitable when most new-age startups aren't?
twitter.comWe get asked often how is Zerodha profitable when most new-age companies aren't...
09
Feb 2022
Can brokerage go to 0 in India?
twitter.comMany people ask me if brokerage rates can go to zero like in the US...
04
Feb 2022
Tax arbitrage between dividends and selling a stake and startup profitability
twitter.comCan the tax arbitrage that exists between earning through dividends(~52%) vs earning through selling a stake (~24%) be the reason why most new-age businesses are not profitable?...
14
Jan 2022
Private market valautions are weird
twitter.comWhile listed high growth, yet to be profitable startups are seeing sharp drops, private market valuations are somehow still holding up. Weird times...
18
Dec 2021
Lower volatility long term growth vs maximum short term gain
twitter.comCompanies when projecting growth should maybe prioritize lower volatility long term vs max short term gain...
12
Dec 2021
Building for India but incorporating outside India is a disturbing trend
twitter.comNew startups building for India but incorporating outside India is a disturbing trend...
06
Dec 2021
A must watch interview of Rakesh Jhunjhunwala
twitter.comThe common thing among successful traders & entrepreneurs is to always think in terms of risk to reward...
27
Nov 2021
Why are we valuing ourselves at just $2 Billion
twitter.comI keep getting asked why are we valuing ourselves at just $2 Billion currently when smaller players are raising money at far higher valuations...
26
Nov 2021
On "Powered by AI / ML" marketing
twitter.comHere is a detailed post by Dr K that draws parallels between AI and Rumali roti...