Archive - Aanand Bajaj's Blog

Assessing Venture Capital Fund Investing as an LP

Disclaimer: All views in this article are my own, and I do not intend to represent any organization with my thoughts in this article.

Oct 2, 2024 •

Aanand Bajaj's Blog

AerCap Deep Dive

This is a repost from a 2019 analysis. Most of the data and analysis is pre-covid, but I wanted to share it anyway. This analysis does not include the…

Oct 2, 2024 •

Aanand Bajaj's Blog

August 2024

How I evaluate B2B Vertical Marketplaces

frameworks are cool, I guess.

Aug 7, 2024 •

Aanand Bajaj's Blog

July 2024

A Needle in the Haystack

In my first article, I will dive into a company trading below excess net cash that is growing more than 20% a year, has a record backlog, and provides a…

Jul 18, 2024 •

Aanand Bajaj's Blog

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