Hey, I'm Kunal. I'm a Swedish founder in NYC and ex-investment banker (Lazard M&A). You can think of this as my personal business blog, but in video format.
I create videos about finance, business strategy, M&A, dealmaking and mental models to help me better understand our complex business world. My goal is to constantly challenge myself to become a better business operator, investor and thinker by studying world class founders, financiers and capital allocators. I hope this channel will help you do the same.
Just sharing what I'm learning along the way and documenting my journey - nothing on here should be considered financial advice.
I went to college right across the street from the trump hotel in columbus circle (new york institute of technology), when i was a student there (about 3 years ago), the president of the school (Hank Foley) held a meeting in the auditorium (1871 Broadway). He talked about the future of the school and at the end mentioned that our MAIN campus (1855 Broadway) was in the process of being sold for I believe was over 80 million dollars.... he did not say who gave the offer.... I wonder if it was one of the men who were mentioned at the start of this video....
Why did he claim Swedish when he was an Indian and look like a Patel? No way that he is white. All these third world illegal immigrants always try to erase their background and ancestor once they come to the West. Shameful
NYers love it here. Most of the complaining about it comes from people who expect the city to support suburban living - lots of driving, less people, noise, mess, homeless. But for its pros and cons those who are sticking around do so bc they love its vibe and what it represents
What will Alo do in 5-10 years when the hype drops off and all these expensive retail leases come up for renewal at rebounded market rates? There is a reason OG Lululemon has pivoted away from yoga; the yoga market primarily consists of a churn of 20-something-year-old women. They already have most of the original yogis, leaving little room for growth. I feel that Alo is just fluff and hype, masking an impending expensive, atypical fashion and retail brand that will have to manage supply chains and costly retail leases like the rest. Alo is already slowly trying to pivot away from yoga, and they haven't even IPO'd yet. While I appreciate their cool branding and the design of their retail spaces, I see a lot of hype and fluff. I'm not sure what the future holds for them once celebrities no longer consider it a cool brand to wear. At least Lululemon is obsessed with technology and quality, allowing them to charge a hefty premium. In my view, this will outlast the idea of "fashion," which is always going to change and shift.
Hello. You keep pronouncing NYC mayor Ed Koch’s name incorrectly. The “ch” in Koch is pronounced as the “ch” in Charles. Or, the “ch” in chain. The “ko” has the sound as in the word “cot.” So, NOT coke.
This was a good analysis. However i disagree they're taking Lulu's market share. Lulu's both sales and gross margin have increased on a y/y basis so I don't think they're actually taking Lulu's marketshare. Dont know about Nike tho
when I started to watch this video, I thought it was done by some "proffesional" yt channel since your video on that level. so keep working you are doing great
great production and story telling, correct me if I'm wrong but I think the informations about air rights is not accurate, I believe developers are required to purchase neighbouring air rights so they can "stack" them on their site to build higher.
