Bhargav WritesNotes on markets, investing, business, and long-term thinking.https://bhargavwrites.online/The cheapest thing isn't always the best dealhttps://bhargavwrites.online/posts/the-cheapest-thing-isnt-the-best-deal/https://bhargavwrites.online/posts/the-cheapest-thing-isnt-the-best-deal/We love a discount. Businesses spend a lot of money making sure we forget that cheap and valuable are not the same thing.Sun, 20 Sep 2026 00:00:00 GMTFinanceWhy India's malls keep getting biggerhttps://bhargavwrites.online/posts/why-indias-malls-keep-getting-bigger/https://bhargavwrites.online/posts/why-indias-malls-keep-getting-bigger/You can buy almost anything online, yet the malls keep filling up. What a delivery box can't reproduce is the whole point.Sat, 19 Sep 2026 00:00:00 GMTBusinessZomato isn't really selling foodhttps://bhargavwrites.online/posts/zomato-isnt-selling-food/https://bhargavwrites.online/posts/zomato-isnt-selling-food/The food is the least interesting part. The delivery network underneath it may end up worth more than the app that started it.Sat, 12 Sep 2026 00:00:00 GMTBusinessZerodha made investing feel like a normal thinghttps://bhargavwrites.online/posts/zerodha-made-investing-normal/https://bhargavwrites.online/posts/zerodha-made-investing-normal/Technology can take the fear out of investing. It still can't take the human out of the investor.Sat, 05 Sep 2026 00:00:00 GMTInvestingIndian families are surprisingly good at running businesseshttps://bhargavwrites.online/posts/indian-families-running-businesses/https://bhargavwrites.online/posts/indian-families-running-businesses/The most valuable thing a family business owns often never shows up on the balance sheet, and can't be copied.Sat, 29 Aug 2026 00:00:00 GMTIdeasQuick commerce is really a business about impatiencehttps://bhargavwrites.online/posts/quick-commerce-is-about-impatience/https://bhargavwrites.online/posts/quick-commerce-is-about-impatience/I could have waited twenty minutes. I opened an app instead. That instinct is the whole product.Sat, 22 Aug 2026 00:00:00 GMTBusinessIndiGo taught me a full plane isn't enoughhttps://bhargavwrites.online/posts/indigo-a-full-plane-isnt-enough/https://bhargavwrites.online/posts/indigo-a-full-plane-isnt-enough/A packed flight looks like a great business. Airline economics are considerably less comfortable than a full cabin makes them seem.Sat, 15 Aug 2026 00:00:00 GMTBusinessDMart doesn't look impressive, that's the pointhttps://bhargavwrites.online/posts/dmart-doesnt-look-impressive/https://bhargavwrites.online/posts/dmart-doesnt-look-impressive/There's almost no theatre to a DMart. The boring part isn't a flaw in the business; it is the business.Sat, 08 Aug 2026 00:00:00 GMTBusinessUPI made money feel smallerhttps://bhargavwrites.online/posts/upi-made-money-feel-smaller/https://bhargavwrites.online/posts/upi-made-money-feel-smaller/The most powerful technology isn't the kind people talk about. Sometimes it's the kind that becomes so boring you stop noticing it.Tue, 04 Aug 2026 00:00:00 GMTFinance