Ankit Moorjani
30th June 2021
30th March 2021
Rashmi Guptey
20th March 2020
Tanvi Bhalinge
13th March 2020
Sandeep Murthy
17th November 2020
1st January 2020
20th November 2017
16th May 2017
16th February 2021
9th September 2020
3rd September 2020
Maansi Vohra
22nd July 2020
7th July 2021
31st March 2021
17th February 2021
7th December 2020
1st July 2021
Harish Talreja
26th April 2021
4th February 2021
Karthik Jayaramam
30th May 2020
25th April 2021
Akshat Jain
12th February 2021
31st May 2020
16th April 2019
1st June 2021
Atharva Purandare
9th August 2020
26th March 2019
2nd June 2018
19th June 2020
13th December 2019
20th November 2020
Shivani Daiya
20th February 2020
17th August 2014
18th July 2019
28th January 2021
10th January 2021
31st October 2020
15th November 2014
8th March 2020
7th August 2018
27th December 2016
4th May 2014
Sid Talwar
29th September 2020
24th September 2020
26th July 2020
12th June 2020
15th October 2018
26th June 2018
13th June 2017
4th January 2016
We saw fear driven adoption in 2020 and will see convenience and value driven growth in 2021. Consumers have experienced the benefits of product discovery and the ease of access to a breadth of products, that will make going back to the “old way” seem like moving into the Stone Age. Read on to see what we think will change and what won't
Will the Indian markets continue its love affair with the US markets? Are we ready to roll or are we riding the 2nd covid wave. How are the Indian markets still soaring admist the devastation caused by the 2nd wave? Find out!
@sandeepm1 is in conversation with @TiEMumbai on our investment thesis, what we look for in businesses and emergin… https://t.co/mm4udb6lfu
rt @shl: learn by doing, procrastinate by reading.
rt @moneycontrolcom: #unicorn alert 🦄 droom raises a fresh round of funding taking its valuation to $1.2 billion as it targets an initial p…
rt @theannagat: on friday, @dhrupadkarwa will be investigating whether machines can help us find inspiration: https://t.co/hbwy7tc1ei
rt @avnish: all 3vs of a “bubble” at play in the tech investing world - volume (number of investments), value (valuations vs. fundamentals)…
rt @dhrupadkarwa: my conversation with gregory david roberts (author of shantaram) is live! we jam on: ⚡ what inspiration means to @gdr_sh…
rt @sbikh: ok our team has sent me a revised estimate. the thesis remains the same - invest more in startups https://t.co/zghaakxuwj
Join us today at 4pm! https://t.co/vZVOuIaUYl
“Any sufficiently advanced technology is indistinguishable from magic” 🪄
With Bombay Shirt Company, success continues to derive from curation and personalization. Going further, a house of… https://t.co/tsvD79fdJc
Over time, personalization and curation will become sustainable moats for the business. This focus has already pushed the company to realize that a single brand can no longer serve the market as a whole, and that by providing multiple brands to serve segmented demand, they are able to create a better personalized service for new audiences.
Of the $18BN BPC market, the top 10 FMCG companies comprise over 30% of the market. The 8 major brands are owned by 3 FMCG giants- Unilever, P&G, and L’Oreal. These 3 companies have a combined age of 388 years. Take a moment to think about these seemingly contradictory facts- in a sector where companies have 4 centuries of experience, how have 80+ brands come up in the last 5 years? Why can’t the legacy brands keep up? We try to answer these
Read Sandeep's note on the quarter that was...
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