Category Archives: Uncategorized

Tax loss Carry forward Non-Biz Profit/Loss Can be Carried Forward: Karnataka High Court The issue of companies being able to carry forward profits or losses from ‘’non-business income’’ or from non-business operations has been highlighted by a Karnataka court ruling.  According to the accounting rules, firms are allowed to carry forward profit and losses inContinue reading “Key Takeaways from News Articles for July 2021”

Samit Vartak is the Founding Partner and Chief Investment Officer of SageOne Investment Managers LLP.He is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University. He has been investingContinue reading “Picking winning stocks”

How to Evaluate CEO’s No position in a company is more important than the CEO and, as a result, no job gets more scrutiny. Sadly, little of this analysis benefits CEOs as most of the discussions happen behind their backs. Here are the key questions we ask while evaluating CEO’s: 1. Does the CEO know what to do?Continue reading “How Andreessen Horowitz Evaluates CEOs”

Churn is one of the single most important metrics in determining the day to day health of the business. Acquiring new customers is time and capital intensive, and this growth is meaningless if those customers do not stay. Businesses typically track and measure three churn rates on an ongoing basis: customer churn, gross dollar churn andContinue reading “Demystifying Churn: Measuring and Benchmarking this Metric”

As a SaaS company becomes larger, the size of the subscription base becomes large enough that any kind of churn against that base becomes a large number. That loss of revenue requires more and more bookings coming from new customers just to replace the churn. As a result growth slows substantially.  Negative Churn: Negative churnContinue reading “Unlocking the Path to Negative Churn”

How to Calculate Revenue Potential of a New Start-up and Present to Investors A start-up’s current revenues are a good predictor of their future revenue potential. Unlike one-time deals or one-off services rendered to clients, recurring revenue — such as revenue derived from subscriptions — are especially interesting to investors and lenders. This is becauseContinue reading “How to Calculate Revenue Potential of a New Startup and Present to Investors”

Giving away a free product or service is one of the most powerful techniques for customer acquisition. The success of this technique can be seen with the example of companies like Jio, Instagram, Spotify, Shazam, Twitter etc.  The key to doing Free or Freemium business models right is to ensure that the product/service that youContinue reading “The Power of Free”