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Overfitted

Ruchin Kulkarni

The market overfits to noise. We try not to.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues178Founded5 years agoLast Issue2 years ago
Active

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Latest Issues

Black Friday: Crystal Ball 🔮

In a 2014 Guardian article titled “Surviving Black Friday: A Scientific Guide”, neuroscientist and author Dean Burnett suggests the following tips for Black Friday shoppers:

  • Stay awake - Sleepy shoppers make bad decisions. Decisions su...
2 years ago
4

Black Friday: From a local police nightmare to a $70B global event

In 2024, Black Friday will be officially celebrated in 129 of the 195 recognized countries worldwide.

Only Christmas (160+ countries) and Ramadan (120+) have comparable international participation.

Religion? We identify as devout consume...

2 years ago
6

Codifying Liquid Death's Disruption

There’s a reason why Coke, despite maximal brand awareness, spends 4 billion dollars on ads every year.

In the 1960s, social psychologist Robert Zajonc found himself possessed with the idea of the “mere exposure effect.” His observation wa...

2 years ago
8

What's in the box?

It’s important to remember that the Svalbard archipelago is the most geopolitically secure place in the world.

Here in Svalbard, in a large steel vault located 200 meters below thick permafrost and reaching another 300 meters into the sid...

3 years ago
15

Our conference season watchlist

It started off innocently enough.

A conference here, a tech summit there. Until September became Techtember and established its monopoly over the conference calendar.

June to September (colorized)

In the mid-1800s, the early wave of go...

3 years ago
6

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  • Ruchin Kulkarni

    Co-founder at Toplyne | Previously investor at Sequoia

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