Satwik Jain Profile picture
Fund manager at RH Perennial Fund| Executive chairman- https://t.co/MHWVOBi899 |Former M&A consultant, fitness entrepreneur & professional golfer
Jul 14, 2021 4 tweets 3 min read
1) Creating a two-sided network requires both buyers and sellers to show up if they believe the other side will also be present. Once it is established, it actually becomes stronger as more participants from either side engage. 2) Businesses such as #Shopify, eBay, and Airbnb have built up strong two-sided networks over time.
For eg. If an additional recruiter/ job seeker comes to #naukri , the Servicing costs are low compared to #Zomato which has more or less same servicing costs due to delivery costs.
Oct 11, 2018 32 tweets 22 min read
Starting this thread on the handpicked videos about investments & life I found intriguing. Looking forward to knowledge & Goodwill compounding
#gyanwithsatwik #ValueInvesting 1) "We should be a little more sceptical about our ability to build Excel models, calculate margins of safety & give more focus to think about people"Rob Vinall
Of RV Capital in an eye opener on mgmt. quality judgement
Link:
Courtesy @abhymurarka