INVESTMENT
INVESTMENT
ASHIRWAD KARANDE
ASHIRWAD KARANDE
ANALYST
ANALYST
What's a company or investment decision you've studied closely that taught you something unexpected?
I expected to learn about iteration when studying any startup, but with Meesho it was the magnitude of their transformation that was truly unexpected. They didn't just update features but fundamentally reimagined their business model. Starting as a tool for WhatsApp resellers, they could have optimised that niche indefinitely. Instead, they recognised their users needed something completely different: a full-fledged marketplace with serious logistics infrastructure. What made this unexpected was the execution risk they embraced. Building supply chain networks across tier-2 and tier-3 India while simultaneously shifting their entire value proposition? Most companies would have played it safer.
If you could spend a day shadowing anyone in any profession, who would it be?
Novak Djokovic. He's one of the greatest athletes ever, and what fascinates me is the consistency he's maintained across eras, surfaces, and changing physical demands, all while keeping the strongest mental game. I'd want to understand how his day is structured, how his brain processes pressure, and how he maintains peak mental and physical condition year after year. That kind of sustained excellence translates across any competitive field.
What's a company or investment decision you've studied closely that taught you something unexpected?
I expected to learn about iteration when studying any startup, but with Meesho it was the magnitude of their transformation that was truly unexpected. They didn't just update features but fundamentally reimagined their business model. Starting as a tool for WhatsApp resellers, they could have optimised that niche indefinitely. Instead, they recognised their users needed something completely different: a full-fledged marketplace with serious logistics infrastructure. What made this unexpected was the execution risk they embraced. Building supply chain networks across tier-2 and tier-3 India while simultaneously shifting their entire value proposition? Most companies would have played it safer.
If you could spend a day shadowing anyone in any profession, who would it be?
Novak Djokovic. He's one of the greatest athletes ever, and what fascinates me is the consistency he's maintained across eras, surfaces, and changing physical demands, all while keeping the strongest mental game. I'd want to understand how his day is structured, how his brain processes pressure, and how he maintains peak mental and physical condition year after year. That kind of sustained excellence translates across any competitive field.
What's a company or investment decision you've studied closely that taught you something unexpected?
I expected to learn about iteration when studying any startup, but with Meesho it was the magnitude of their transformation that was truly unexpected. They didn't just update features but fundamentally reimagined their business model. Starting as a tool for WhatsApp resellers, they could have optimised that niche indefinitely. Instead, they recognised their users needed something completely different: a full-fledged marketplace with serious logistics infrastructure. What made this unexpected was the execution risk they embraced. Building supply chain networks across tier-2 and tier-3 India while simultaneously shifting their entire value proposition? Most companies would have played it safer.
If you could spend a day shadowing anyone in any profession, who would it be?
Novak Djokovic. He's one of the greatest athletes ever, and what fascinates me is the consistency he's maintained across eras, surfaces, and changing physical demands, all while keeping the strongest mental game. I'd want to understand how his day is structured, how his brain processes pressure, and how he maintains peak mental and physical condition year after year. That kind of sustained excellence translates across any competitive field.
What's a company or investment decision you've studied closely that taught you something unexpected?
I expected to learn about iteration when studying any startup, but with Meesho it was the magnitude of their transformation that was truly unexpected. They didn't just update features but fundamentally reimagined their business model. Starting as a tool for WhatsApp resellers, they could have optimised that niche indefinitely. Instead, they recognised their users needed something completely different: a full-fledged marketplace with serious logistics infrastructure. What made this unexpected was the execution risk they embraced. Building supply chain networks across tier-2 and tier-3 India while simultaneously shifting their entire value proposition? Most companies would have played it safer.
If you could spend a day shadowing anyone in any profession, who would it be?
Novak Djokovic. He's one of the greatest athletes ever, and what fascinates me is the consistency he's maintained across eras, surfaces, and changing physical demands, all while keeping the strongest mental game. I'd want to understand how his day is structured, how his brain processes pressure, and how he maintains peak mental and physical condition year after year. That kind of sustained excellence translates across any competitive field.