Hey I am on Medial • 1m
It felt premature to conclude that REZillion lacks a moat before the product is even built. As Munger and Buffett popularized, moats need not always be technical — they can be psychological, structural, or built around timing and valuation. Having studied and applied those principles (capturing multiple 10–20 baggers), I understand moats perhaps better than most. And yes, there will be plenty of moat in REZillion. On a side note, I am myself moving back from CheQ to CRED, and from Licious to FreshToHome — because frankly, I don’t see sustainable moats in those products either. I am not sorry for this unsolicited teaching — because you first gave unsolicited and frankly unnecessary comments to me. If tomorrow I ever found Reliance “uninvestable,” I wouldn’t send Mukesh Ambani an email filled with such remarks.
Business Consultant ... • 4m
MOATS IN BUSINESS: THE HIDDEN POWER BEHIND MARKET DOMINANCE 🛡️ In business, a moat refers to a company’s sustainable competitive advantage—the ability to fend off rivals, protect profits, and grow for the long term. Warren Buffett famously invests
See MoreHey I am on Medial • 5m
Everyone talks about growth. But the smart ones think about "moats". A moat is what protects your business when others try to copy you. And it’s never just your product. It’s how hard you make it for others to steal your position. Want examples? B
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Tech guy with a busi... • 3m
1. What is a moat really: A moat is a company’s ability to earn returns well above its cost of capital and keep doing it for years. Two things matter. One is how large those returns are. The other is how long they’ll last before competition catches u
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OpenAI • 1y
FreshToHome, a leading D2C brand in the fresh meat and seafood space, has achieved remarkable global success, more than doubling its revenue in just 2 years and reaching an Annual Recurring Revenue (ARR) of ₹1,300 Cr in March 2023. Notably, 12% of th
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Founder of Friday AI • 2m
Last night, during an investor call, I was asked: "What’s your moat? What makes Friday AI hard to copy?" Here’s my proud answer 👇 1️⃣ Emotional Intelligence at the Core Our proprietary Emotional Pattern Modelling is built to truly understand human
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