Website: Bubble($25/m), Webflow($12/m), shopify, squarespace
Data: Airtable($10/m)
Automation: Zapier($20–$50/m)
Agile: Notion($8/u/m~$25/m), Jira
Wireframing: Figma($15/m), canva, Scale for images
Analytics: Clevertap, Mixpanel($25/m), Firebase(cheap to start)
Cloud storage+ Domain: ($40/m)
Marketing: Mailchimp($10/m)
Cheap SEO: $500 per month
CRM: Hubspot ($50/m)
Finances: Quickbooks ($15/m)
Summary ~$ 9180 annually
Non-Cyclical Business
Commodity Businesses: Low Margin, High Competition(no product differentiation), Labour Problems, High Debt, WC problems
- Commodity chemicals
- Packaging, Rubber, Leather, Plastics
- Textile & Clothing
- Contract Manufacturing
- Non specialised services
Speciality Businesses: Great margins, Negative WC, High ROCE, Distribution & Pricing power, Not vulnerable to disruption & economic cycles
- Personal Care
- Brands FMCG, FMEG
- Patents, IP, Trademarks
Cyclical Business
Pure Cyclical Businesses: Low Margin, High Debt, Capital Intensive, WC problems, Depends on Policy
- Steel and Metals
- Cements and Construction equipments
- Infrastructure, Utility, Realty
- Auto Ancillaries
- Sugar
- Capital Goods
- Engineering Goods
Speciality businesses vulnerable to cycles: Efficient capital allocation, Economic Policy, Smart inventory & WC allocation, Economy in growing phase
- Passenger Cars
- Branded wearables
- Ceramic Tiles
- Consumer Durables, Electricals
- Strong Brands(Patents, Innovation, Distribution Moat)
