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Sajith Pai's Newsletter

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📰 Newsletter
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How the report is actually assembled and what the 2024 edition covers, which is the usable route in given the report's own home page blocks unauthenticated readers.

Indus Valley Report Reminiscences, Strategy, Tokyo Trains, and Birkin Bags

From Sajith Pai's Newsletter by Sajith Pai About 10 min read

  • The Indus Valley Report runs 132 pages and roughly 150 charts, distilled from about 3,000 scraped charts and 100-plus reports.
  • Only 0.5 percent of megaprojects come in both under budget and on time.
  • Negative working capital is a strategy: customers paying in advance funds bulk discounts and lower prices, as at Tock and Trader Joe's.
  • Luxury brands deliberately make you build a purchase history before you can buy what you actually want.
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