Mince meat, not words
Aditya RaneThe real deal about startups, economy and businesses
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Subscribers | Read | mincemeatnotwords.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Capitalism is Dead. Long Live Capitalism.
When I read that the U.S. government quietly acquired around 10% of Intel, that private equity firms are being asked to help fund the U.S. Army’s modernization, or that Blackstone has become Spain’s largest private landlord, the news made m...
Value Creation India, Value Capture Outside
India’s economy is becoming more ‘technical’ than transactional — data centres, AI, renewables, EV supply chains.
Examining India's H1B system through Rousseau's Social Contract idea
Let’s examine with a simple idea to understand ‘value extraction’ -
Beyond the noise: Reassessing India lending valuations
Many well-run Loan Against Property (LAP)-focused NBFCs are currently at 1–2x Price-to-Book, a sharp discount versus their 5–10 year historical averages (typically 2-4x for stable franchises). This multiple compression stems less from LAP f...
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Authors
The writers behind this newsletter.
This newsletter is fresh off the oven straight from an engineer who has worked in finance and reads about humanities in his free time. I have worked for 7 years across technology investment banking and in two early stage startups.
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