Last week, Facebook announced a $5.7b investment for a 9.9% stake in Jio Platforms (an entity which owns Jio’s mobile service, the broadband internet service and a slew of apps and products, the largest being the JioSaavn music app). Context: Jio is India’s largest mobile telco with 388m subscribers; it reached market dominance in the short span of 3+ years and has reshaped the Indian digital sphere with its superlow …
April 2020
COVID-19 as a forcing function
I attended a virtual edtech summit recently; an online version of a global summit that happens in the U.S. this time every year, but had to be cancelled due to COVID-19.
One of the panels had edtech ‘startup’ founders and CXOs. Of course, these were all well-funded global startups. And they were having the best growth periods of their existence.
- The CEO of Proctorio, an online proctoring firm was at
Podcast highlights: Gavin Baker on ‘Invest Like the Best’ (April, 2020)
Patrick O’Shaughnessy runs the popular Invest Like the Best podcast. A recent episode had Gavin Baker, founder & CIO of Atreides Management LLP, a growth PE investor specializing in tech and consumer plays, as guest. Both Patrick and Gavin are wellknown on investing twitter and run their own investing shops too.
The podcast was titled ‘Investing Through a Bear Market’ and covered how Gavin views investing in a fast-dropping market …