Let's get the cat out of the bag already. I haven't really posted too much, well I haven't posted almost in a year. Well I was roaming around Europe for the whole year. Yup you read that right, the whole year. It was a good year (2022 and Q1 of 2023), in terms of meeting new folks, understanding various cultures across Europe and well getting an insider look into the Tech scene in the Heart of Europe's startup capital - Berlin ..read more

Happy New Year First of all, I could not imagine where Unicornomy is today - grown 4X (YoY) in number of subscribers just on the back of referrals - So a Big Thank you for this. The end of the year is a time for reflection and for looking ahead. This is an amazing time for me personally and for a lot of folks who take a shot-gun seat in the day to day for a couple of weeks and reflect on what happened last year and what the plans for the new year are.   ..read more

Record Label Business Model This post actually should be classified into two groups: one is how investing in music publishing is being democratized.   second is about the commercial application of blockchain/NFT that is being used as the conduit here Record Labels Business Model Before we move to how blockchain or NFTs are disrupting this space, it is important to understand how Record Labels (General term for Music Publishing Companies who are called Labels) make money. Here’s how it works. The label has a ledger against the artist. They pay for the recording (which they keep the righ ..read more

Modern Money Movers A little context about the money movement business.  This is not physical movement of money.  This is about the rails that power the movement of money from one point to another via systems thereby leaving a trail behind in the form of SOR (statement of records).  You might not be thinking about this when you are paying that business via a credit card or any other preferred mode.  The entire system at the back ensures that funds are debited/credited to correct parties. There are many parts about the money movement that are businesses in itself, but today ..read more

Cross Border Remittance Business Models Much has been said about the FinTech evolution worldwide, with behemoth rounds of funding and the newer use cases and business models evolving at rapid pace. FinTech seems to be taking the startup world by storm. But something is common across global markets - all FinTech solutions cater to their individual geographies (well mostly).  This essentially means that the FinTechs cater to the prominent use cases inside of the geography they operate in and do no cater to cross border solutions i.e. Remittances. There are good reasons that is so.  Bar ..read more

Pre-IPO Stock Access Business Model With the public markets rising, all that investors can think of is where does this all stop!  But Public markets globally average out their returns in a particular range, over a decently long investment horizon, that is where the IPO gains come in and with the latest fad around SPACs, it is all the more important to get access to quality stocks in the IPO allotment for some listing gains to get that slight alpha for your portfolio! But not everyone gets lucky with an IPO allotment, especially not in a high steam company with lot of cult following, of th ..read more

Investing in Wine During the last 2 years (while in the Pandemic), alcohol sales zoomed past all other products (maybe not as high as sanitizers) as billions of people locked themselves inside their homes.  This rise in alcohol sales is an indicator of Quality Alcohol (wine and whiskey predominantly) as an asset class i.e. investment opportunity which retail investors (consumers of alcohol) typically buy and consume rather than buy and "hold". The problems associated with buy and hold/store are many, prima facie the storage and that too in climate control environments!  This is what ..read more

Truecaller Business Model Truecaller IPO is the latest on the block for Tech IPOs.  This one like all others is "unique".  Primarily due to the fact that they are not raising astronomical sums of money and one another reason of their business models concentration risk (2/3rd of users and revenue from India alone). Before we dive into what the IPO Prospectus and the Annual reports say about their business, important to understand is How does Truecaller make money and what market does Truecaller actually operate in.   Truecaller can almost be classified (more on this in Truecaller ..read more

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