(Writing a 🧵 after long hiatus) So, Bessemer Venture Partners have been in the business of investing for a little over 100 years. They have seen many cycles of tech and yesterday they have put out a very interesting take on the Indian IT services industry. If you are working

The absolute unsung hero of the Lenskart discussion is SEBI for their - sharp questioning on the valuation rationale - the sheer work that has gone in to breakdown the RHP - the accountability that it has shown towards protecting retail investors; If there's a award for such

TIL … XLRI stands for Xavier Labour Relations Institute and was started in 1949 to teach Industrial Relations. Today it’s one of the best management institute in the country. Revered by many for the many great minds that have passed from here. A story of how dedication to a

Please see this video, if you are a founder starting-up. - advisory equity can prove to be very expensive even if the advise is worth a pot of Gold. - it’s a very short sighted thing a founder can do. - there has to be some skin in the game like introductions to ecosystem

Such generalization isn’t true. At best this is just 1% true because that’s the percentage of bad capital there is in VC; Let me explain 👇 VCs if anything are tax arbitragers. At least most of them. There might be one or two bad actors who may be playing this game to save

AS one of the most prolific opportunity spotters signs off from Sequoia Capital, this stands out as a testament to his amazing investment skills; Dear Roelof Botha - Thank you for inspiring a generation on how to write investment memos and for that matter any memos needing decision

We must get this man back. Go into debt if you have to, India but get this man back/ Dr Sikka says India must build foundational models, build a vast number of applications on top of it. What we have is unique and nobody in the world has it. So, who else will build that for us

Deep Kalra (Deep Kalra) wishes tough times to every founder in his/her early days. Such nuances can only come from people who have executed from the trenches; If you are a founder, in whatever domain you are operating, brace yourself for a phase which will ask you

There are, in my opinion, 4 professional CEOs who have graced Indian Companies post-globalisation, who's leadership will be etched forever in the books of corporate India. They are, 1. Deepak Parekh (HDFC) 2. Y C Deveshwar (ITC) 3. Mr Naik (L&T) 4th and perhaps the youngest

Investment announcement in lenskart by then IDG Ventures 14 years ago in 2011. It took courage to actually back a founder with $4 Mn funding in 2011 when venture as an asset class was in its infancy in India. Kudos to the team at Chiratae Ventures for spotting this opportunity way

Not one bad comment online about Groww. Would it be wrong to say, companies like Groww are a living, breathing testimony to the ideas Jim Collins explored in Good to Great. I mean, think about it this could easily have been HDFC, ICICI, or any of the legacy financial