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Aashay Sanghvi
Aashay Sanghvi

726 Followers

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Published in Breakdowns

·May 19, 2019

Bottoms Up

“Paradoxically a bottom-up strategy is in many ways simpler to implement than a top-down one. While a top-down investor must make several accurate predictions in a row, a bottom-up investor is not in the forecasting business at all.” — Seth Klarman, Margin of Safety (pg. 107) Seth Klarman’s bread and…

Investing

2 min read

Investing

2 min read


Published in Breakdowns

·May 15, 2019

Request for Startups — May 2019

I’ve written several of these “Request for Startups” posts throughout college, and I’ve found them to be fruitful and engaging creative exercises. I view writing as a tool for thought, and these posts are mechanisms through which I can get my ideas out in the open, as well as starting…

Fintech

5 min read

Request for Startups — May 2019
Request for Startups — May 2019
Fintech

5 min read


Published in Breakdowns

·Apr 11, 2019

Request for Startups — April 2019

I explore variants of talent networks and design. As always, I welcome feedback and collaboration. — Opinionated Workspaces Notion is cool. Everyone’s on that bandwagon.

Real Estate

5 min read

Request for Startups — April 2019
Request for Startups — April 2019
Real Estate

5 min read


Published in Breakdowns

·Feb 13, 2019

Request for Startups — February 2019

I haven’t published in this specific format in a while and thought I’d unleash some ideas that have been circulating in my head into the wild. — APIs Outside the City Rural areas cover 97% of the nation’s land. Yet, there have been few technology-driven startups and services that expose us to the great outdoors. …

Startup

4 min read

Request for Startups — February 2019
Request for Startups — February 2019
Startup

4 min read


Published in Breakdowns

·Feb 5, 2019

Top of Mind— February 2019

This month, I thought I’d highlight three theses I’ve been noodling on for some time now. — Asset Deployment Airbnb and Uber are prime examples of companies that leverage Internet-enabled networks and markets to allow for the monetization of uncovered assets, previously underutilized. If you view this as an umbrella concept, we’re still in early innings. Personal assets can stretch far beyond cars and real estate:

Real Estate

3 min read

Real Estate

3 min read


Published in Breakdowns

·Jan 24, 2019

The Fuzzy Set Theory of Startups

Or yet another mental model for thinking about the future — About a year and a half ago, I wrote a piece titled “Square Pegs Don’t Fit in Round Holes,” where I discussed business model — problem fit. In retrospect, the piece is pretty simplistic, but it gets at a point I still can’t stop thinking about. The Original Logic Here’s what I originally…

Innovation

3 min read

The Fuzzy Set Theory of Startups
The Fuzzy Set Theory of Startups
Innovation

3 min read


Published in Breakdowns

·Jan 8, 2019

Rethinking Structure

Some of the largest companies in interesting, big industries (insurance, banking, real estate, distribution, manufacturing) have functioned in a homologous manner for years. I continue to be interested in these markets because the innovation to date in the categories has been largely about external experience over internal structure. Thoughts on Scale It’s important…

Venture Capital

4 min read

Rethinking Structure
Rethinking Structure
Venture Capital

4 min read


Published in Breakdowns

·Dec 31, 2018

Real Estate Tech and Market Making

Some real estate tech businesses such as Airbnb function like marketplaces — asset light models with reduced operational complexity. While Airbnb does incur costs with things like payments processing and insurance, they play a minimized role in the property experience, which is ultimately left to the seller (host). Other companies…

Real Estate

2 min read

Real Estate

2 min read


Published in Breakdowns

·Dec 24, 2018

Fragmentation and Older Adults

Khosla Ventures GP Keith Rabois has a great heuristic for startup success. This frame of mind has resulted in businesses like Opendoor, Forward, and Square. …

Startup

2 min read

Startup

2 min read


Published in Breakdowns

·Dec 24, 2018

The Services Economy and Supply Composition

Following the 1970’s, the United States shifted to a services-dominated economy. Financial planning, management consulting, pet grooming, haircuts — the economy oriented itself around services. The question I’ve struggled with is how do these marketplaces manifest themselves online in the future, especially B2B services? …

Startup

2 min read

Startup

2 min read

Aashay Sanghvi

Aashay Sanghvi

726 Followers

Learning / Writing / Investing

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