10 to 100 bagger Framework
Pabrai 2.0
@RamBhupatiraju
@saxena_puru
@dmuthuk
RT for reach
1. Growing Pie give you better return than discounted Pie.
Pabrai 2.0
@RamBhupatiraju
@saxena_puru
@dmuthuk
RT for reach
1. Growing Pie give you better return than discounted Pie.
Spawners are those companies which keep taking small bets, which has considerable upside without much downside.
They don't take small bets for sake of diversification but to have moonshot.
They don't take small bets for sake of diversification but to have moonshot.
Types of spawners.
India would have its share of spawners and in next two decades.
Find before they become too obvious.
Ex. Infoedge.
Find before they become too obvious.
Ex. Infoedge.
Kotak Mahindra Bank - Kept spawning and taken lesser Leverage in leaverage business.
Kotak has Just - $30 billion of Loan Portfolio.
Kotak has Just - $30 billion of Loan Portfolio.
Non Spawners do one thing extraordinary well, it caps future possibilities.
Spawning is survival
Terminal growth of 20% can still serve good.
Basic Characteristic of Spawner.
1. Founder led
2. Digital and highly scalable business
3. Business where CAC eventually become zero.
4. Creat new market and then monopolies it.
@Amit_Jeswani1
1. Founder led
2. Digital and highly scalable business
3. Business where CAC eventually become zero.
4. Creat new market and then monopolies it.
@Amit_Jeswani1
Bull market is biggest disguise for fake spawners.
Early spotting is critical, keep watch on private markets and startup market to find spawners.
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