The secret to understand competitive dynamics in gold finance is to focus on the player which has approvals from Rbi to set up more than 2000 branches and not the ones which are facing difficulties in expanding. You know who the real challenger to Muthoot will be

More from ishmohit

@contrarianEPS Half the tension goes away when you move to tracking PF level returns. No matter what you do, there will be some losers

ishmohit
@ishmohit1

Just the journey of Bajaj Finance proves it why it is difficult to hold businessess. People with different mindsets (technincals) or deep value kept making noise throughout the last 6 years.. business did what it had to do. Only very few I know have held it firmly

Holding the right business, it is increasingly becoming clear to me is the most difficult thing to do unless you write down your investing philosophy and know it in your bones

ishmohit
@ishmohit1

The divergence that happened between 2017-2019 might be a thing of the past if the broader markets/sectors start doing well. Plenty of signs

I track cos bottoms up, seeing signs of massive capex announcements and growth expectations in Numerous cos. Whether it is spechem or cement cos like Dalmia. It's visible

ishmohit
@ishmohit1

Hospitals where Greenfield happens within the same city are the second best place to look for when the first idea of just brownfield capex isn't there. Soic students will relate more :)

ishmohit
@ishmohit1

Missed Balaji Amines, got Saregama. Missed Borosil, got Hikal. Both errors of ommision and commision are a part of the game. Have an open mindset that forces you to look for opportunities and to learn from mistakes

More from Ideas

Prashanth
@Prashanth_Krish

@contrarianEPS @PortfolioYoga I was working with 10 year of Balance Sheet / P&L data, both IGL and Guj Gas don't have it, so missed out.

Tushar Bohra
@tusharbohra

@unseenvalue @AdityaKhemka5 I think we may not reach double digit in counting. Not more than 4-5 would be my guess. One of which is a top holding in Aditya's portfolio. :)

The private hospital space in India has long way to go, we are only getting started...

Sajal Kapoor
@unseenvalue

@suru27 The number of pets that we spot while morning and evening walks have noticeably increased over the last few months. These companions are great in emotional support, and a natural therapy for 🧠

Romeen Sheth
@RomeenSheth

The cold hard truth:

Why do companies like Quibi raise billions, while companies like Peloton get nothing?

Because fundraising is a GAME

And the insiders keep the rules to themselves.

Here are 100 tips the insiders don’t want you to see but will help you win the game:

1. You can’t play the game without nailing the basics.

There are 5 core ingredients to a startup pitch.

Most have 2.
Good ones have 4.
The best have all 5.

There\u2019s a lot of bad advice out there on how to pitch your startup.

Last year, I invested $1M+ and heard 200 companies pitch.

Every great pitch I've heard nails 5 ingredients.

In this thread, we'll go through each to help maximize your chances when fundraising

Let's dig in\U0001f447 pic.twitter.com/FBaUUWHz8L
— Romeen Sheth (@RomeenSheth) April 10, 2021

2. Now that you have a grasp of the basics, it’s time to level up.

Good news - most founders make the same mistakes as each other.

Bad news - these mistakes are really easy to make.

Here's what not to do:

0/ After evaluating 200+ startups this year, I've been in some awesome and not so awesome pitches.

Here are the top 10 mistakes I see Founders make that routinely derail fundraising \U0001f447\U0001f447\U0001f447
— Romeen Sheth (@RomeenSheth) December 28, 2020

3. Ok so you told me what not to do.

So what should I do?

Read below.

0/ Last night I tweeted about the top 10 things Founders do that derail fundraising. It struck a chord. 2,500+ liked the tweet.

I got a ton of DMs asking the opposite question: \u201cWhat are the top things Founders do well when fundraising?\u201d

Here's my top 10 \U0001f447\U0001f447\U0001f447
— Romeen Sheth (@RomeenSheth) December 30, 2020

4. We’re in a really unique fundraising environment right now.

It’s important to contextualize all these tips in the “here and now” of what’s going on in the landscape.

Raising money for startups is wild right now. I\u2019ve never seen anything like it.

Lots of Founders are wondering how to approach it and who they should partner with.

Here are 10 observations / practical tips I've shared with 100+ Founders in the last few months \U0001f447\U0001f447\U0001f447
— Romeen Sheth (@RomeenSheth) May 5, 2021

$Scott Domes \U0001f680$

Scott Domes 🚀
@scottdomes

How to have better, more creative ideas

A thread of wisdom from:
@TheSchoolOfLife
@david_perell
@anthilemoon
@joulee
@stephsmithio
& more

🧵👇

First, recognize that there are no new ideas.

Innovation is just rearranging existing concepts in a revolutionary way.

To get better at that, learn to combine your unique interests.

I wrote about this

offers a five step process for generating inspiration:

1. Gather raw material.

2. Work over them in your mind.

3. Let your subconscious mind process them.

4. Have a “Eureka" moment.

5. Shape and develop your idea — make it

suggests increasing your creativity by being prolific

Generate as many ideas as you can, as often as you can

Have a daily routine that primes your mind for

looks for a specific combination of traits in order to determine if an idea is worth pursuing

The criteria are:
- interesting
- doesn't exist in that exact form
- something she can uniquely contribute

"I really want to break into Product Management"

make products.

"If only someone would tell me how I can get a startup to notice me."

Make Products.

"I guess it's impossible and I'll never break into the industry."

MAKE PRODUCTS.

Courtesy of @edbrisson's wonderful thread on breaking into comics – https://t.co/TgNblNSCBj – here is why the same applies to Product Management, too.

"I really want to break into comics"

make comics.

"If only someone would tell me how I can get an editor to notice me."

Make Comics.

"I guess it's impossible and I'll never break into the industry."

MAKE COMICS.
— Ed Brisson (@edbrisson) December 4, 2018

There is no better way of learning the craft of product, or proving your potential to employers, than just doing it.

You do not need anybody's permission. We don't have diplomas, nor doctorates. We can barely agree on a single standard of what a Product Manager is supposed to do.

But – there is at least one blindingly obvious industry consensus – a Product Manager makes Products.

And they don't need to be kept at the exact right temperature, given endless resource, or carefully protected in order to do this.

They find their own way.