The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Kashyap Chanchani: Managing Partner, TRMG
0:00 Coming Up
1:15 Intro
3:10 Context for the report
7:30 Double Clicking on EBITDA
12:48 The Familiarity Factor
18:33 2021’s Cash Liquidity vs 2025’s Cash Crunch
25:53 Underwriting Past vs Future Performance
33:11 Family Owned vs VC Companies
41:51 IPOs and CapTables
49:50 Understanding VC Exits during IPOs
54:07 Size of Listing - Does it Matter?
01:09:51 The Importance of Being First in Market
01:10:11 Q-Comm and Ed-Tech
01:23:23 The Future of M&A in India
TRMG reports:
https://drive.google.com/file/d/1AwbdwYY_HvbxfPW0n5xwvRypgwtnd6Qo/view?usp=drive_link
https://drive.google.com/file/d/1Xx5NGzoa8IKIJTBABWLm5BDTSIhNOc5U/view?usp=drive_link
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