Welcome to Recursive Gains — where compound thinking meets clear investing.
We started Recursive Gains with a simple belief: investing should be based on how companies actually perform, not just how they are priced. Here, we focus on uncovering enduring businesses across Indonesia, India, and the US — markets full of emerging opportunities, hidden risks, and complex feedback loops.
Our audience? Tech-savvy early investors — people who understand tech and business, but want deeper frameworks for investing without getting lost in hype.
What Makes Recursive Gains Different
Here's what makes us different
First Principles First: We break down businesses by asking why they work, not just what they do. Flywheels, recurring revenue, compounding trust — that's our language. We think like operators. Most investing advice focuses on stock prices or momentum. We care about the actual machinery underneath — what drives user behavior, revenues, margins, and competitive moats. By thinking from first principles, we avoid the noise and identify businesses that can endure market cycles, technological shifts, and hype waves.
Recursive Thinking: Companies and markets move in loops, not straight lines. We track the feedback loops — positive and negative — that drive returns. Feedback loops are the hidden engines behind a company's growth or decline — like when a bigger user base improves product quality, which attracts even more users. Recursion means that outputs of a system feed back into the system itself. In investing, we look for companies where success builds on success (positive recursion) — or spot danger where risks multiply themselves (negative recursion).
Storytelling + Data + Judgment: Every equity report we write blends insight, narrative, and hard numbers. No lazy charts, no blind extrapolation.
Red Flag Radar: We aren’t afraid to call out red flags. Related-party deals, founder issues, aggressive accounting — we track them.