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saikat ghosh

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.

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