ASYMMETRIC Podcast
ASYMMETRIC Podcast
  • Видео 20
  • Просмотров 42 420
Liquidation Preference 101, Unacademy Sale, Founder & ESOPs Liquidation, Mobikwik IPO and more..
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
00:00 Coming Up
01:27 Intro
03:28 Understanding Liquidation Preference
11:20 Ed-Tech Synopsis
12:53 Thoughts on Ed-Tech
14:12 Liquidation Scenarios and Their Implications
20:10 Unacademy Acquisition
26:30 Investor Perspectives and Market Dynamics
30:30 Founders' Salary and Liquidation Preference
33:37 Balancing Cash Compensation and Equity
36:43 ESOP Buybacks
40:41 The Founder’s Journey: Passion vs. Financial Gain
50:16 Mobikwik IPO
01:00:08 SEBI warning investers against unlisted shares
01:05:23 Concluding Thoughts
Relevant links
Liquidation Preference: drive.google.com/file/d/1aFx-SRoK5t92VM2Ldz...
Просмотров: 2 420

Видео

Swiggy vs Zomato Q2 Results, 10 Min Food Delivery, Blackbuck IPO
Просмотров 2,5 тыс.День назад
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Darshit: GP, Sparrow Capital 00:00 Coming Up 01:18 Introduction 03:07 Swiggy's Q2 results 6:31 Adj. EBITDA implications 8:47 Key metrics driving food delivery performance 11:21 Key metrics driving Q-Com performance 18:28 10min food delivery 19:42 Blackbuck, results and investment imp...
India’s Slowing GDP %, Inflation & Consumption Trends, Impact on Business Building
Просмотров 10 тыс.14 дней назад
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Aseem Dhru: MD & CEO SBFC Finance Ltd 00:00 Coming Up 01:18 Introduction 02:15 India’s Slowing GDP % 15:40 Inflation & Consumption Trends 54:54 Impact on Business Building
Honasa’s story, Zepto raises $350M and the growth of the 'Indian Family Offices', NCR Pollution
Просмотров 2,9 тыс.21 день назад
Honasa’s story, Zepto raises $350M and the growth of the 'Indian Family Offices', NCR Pollution
Breaking down Swiggy IPO, Future of Quick Commerce & Insights on Mamaearth | ASYMMETRIC Podcast
Просмотров 3,9 тыс.28 дней назад
Breaking down Swiggy IPO, Future of Quick Commerce & Insights on Mamaearth | ASYMMETRIC Podcast

Комментарии

  • @interesting0001
    @interesting0001 12 часов назад

    For a Zoom Podacast, this is awesome value. Revant, loved the insights, glad to see you being more active on YT. Shantanu, Yeh format mein dum hai. I thought Webinar era zoom videos mein ab kuch nahin bacha, but tina of value in this podcast.

  • @harshitasawa9909
    @harshitasawa9909 2 дня назад

    Hi shantu sir just one feedback kindly cover some merger and acquisition topic how in real world it happen

  • @yashagrawal6887
    @yashagrawal6887 2 дня назад

    can you cover the lending space. Mintifi got funded recently. Aye Finance has filed for IPO. Seems like there are a ton of players in this space..would love your thoughts and analysis..

  • @rajkumarganesan9417
    @rajkumarganesan9417 3 дня назад

    Oh my goodness. I have a easy solution to solve the huge economy problem facing the country. Kickoff Dr. Parakala Prabhakar's wife Nirmala Seetharaman as Finance Minister and bring in her husband as Finance Minister. 90% of our economic stagnation would be set right. A backdoor entry, Seetharaman, doesn't have the people's mandate. She is a. Curse for the downtrodden, who constitute three fourth of the Indian population

  • @vanshbagga7979
    @vanshbagga7979 3 дня назад

    One of the best episode. The way the episode turned out, love the editing. Next time can you guys try to make it sharper.

  • @mihirdesai14
    @mihirdesai14 4 дня назад

    Loved the primer about liquidation preferences, always learning something new from your podcast. Keep up the good work guys!

  • @adamya13
    @adamya13 4 дня назад

    Great breakdown of the Liq Pref stack, got some key takeaways on fundraising, overall the experience of all 3 of you as operators and an ex-VC make this a very enriching and insightful pod

    • @theasymmetriccrew
      @theasymmetriccrew 4 дня назад

      Thank you! Let us know how we can improve and the topics you'd like to see!

  • @Bangloreblogs
    @Bangloreblogs 4 дня назад

    Shantanu i saw you in Cessna buisness park! On 10th dec

  • @Akshay-ss5it
    @Akshay-ss5it 4 дня назад

    Definitely need someone more aware of public markets if you plan to have IPO discussions.

  • @kartikt.s813
    @kartikt.s813 4 дня назад

    This episode was very helpful, espcially the primer - it helped me understand liquidation preferences very well. Thanks, Shantanu and team, for putting this out!

    • @theasymmetriccrew
      @theasymmetriccrew 4 дня назад

      Check out the attached presentation in the description also :)

  • @keshavkhanna6028
    @keshavkhanna6028 4 дня назад

    Venture capital works well and is optimized for a very small set of outsized outcomes. For the rest its a shit load of misery. Founders and investors included. Make sure you raise from right people and build company at its own pace and not get into FOMO.

  • @shobhitverma7048
    @shobhitverma7048 4 дня назад

    Awesome stuff. 👌

  • @ayaansharma2112
    @ayaansharma2112 4 дня назад

    One of the best and simplest ways in which i understood how a company goes about raising funds, and founders diluting their shareholding. Thanks Shantanu Sir. The Barbershop podcast now has a direct competitor 😁

  • @VeraMoss_
    @VeraMoss_ 4 дня назад

    you guys are awesome ...i always learn new things

  • @lipidsled
    @lipidsled 4 дня назад

    Are different classes of shares allowed in Indian incorporatio? Are these constructs more relevant in delaware / sgp registered startups?

    • @shantanudeshpande
      @shantanudeshpande 4 дня назад

      In private companies yes, there are different classes of shares

  • @jothijothi6953
    @jothijothi6953 8 дней назад

    Iphones are bought on debt to avail the no cost EMI offers

  • @banditonehundred
    @banditonehundred 8 дней назад

    Administrative Services and Legal system is broken, until progress is made there, it’s hard for private players to invest in the real economy. Big companies with deep pockets can work their way around the system. I don’t blame them, but they cannot carry the whole country

  • @souvikpanda3918
    @souvikpanda3918 9 дней назад

    Request to add the data points link in the description as part of show notes. Would help us to dig deeper. Thanks for sharing.

  • @ARV8800
    @ARV8800 10 дней назад

    Great podcast

  • @ryderrohan3050
    @ryderrohan3050 10 дней назад

    I'm India 2 - Household income less than 50000 (abt 49k) - and my household will face a liquidity crunch in 4 months. Right now expense is greater than income and deficit is provided by loans and can't keep on taking more loans ...

  • @Bangloreblogs
    @Bangloreblogs 10 дней назад

    Best thing you guys have done please do more such videos ...i think watching this would help me in getting more managerial or management roles🎉🎉 kudoss

  • @SparshSehgal
    @SparshSehgal 10 дней назад

    Good format, love the charts and data, hope to see more of this.

  • @gautamaggarwal5471
    @gautamaggarwal5471 11 дней назад

    Do one on phonepe vs bharatpe vs paytm from the retailer side if there's enough data(market share, no of retailers, avg. MDR, avg per retailer etc) would be interesting

  • @VeraMoss_
    @VeraMoss_ 11 дней назад

    You Guys Are Awesome 😍

  • @Jenil_D_S
    @Jenil_D_S 11 дней назад

    Great insights! Indian version of the All-In podcast

  • @uncommonprofit7433
    @uncommonprofit7433 11 дней назад

    Excellent one as usual ☠️ If possible pls do a coverage session on matchmaking which doesnt show much growth <$BMBL, $MTCH , $GRNDR > <#MATRIMONY vs jeevansaathi #imfoedge>

    • @devparekh3515
      @devparekh3515 11 дней назад

      GRNDR is actually not the worst business - generating about $200 mn in free cash flow, users spend more messages on it than on WhatApp, they are making it into a super app with travel (connecting users) and health (sexual wellness)

  • @ramananvenkataraman4594
    @ramananvenkataraman4594 11 дней назад

    Where has the personal tax gone up. GST is inflationary ?? Stupid assertions

    • @shantanudeshpande
      @shantanudeshpande 9 дней назад

      Bhai - at least google before you type comments yaar 😅

  • @devparekh3515
    @devparekh3515 12 дней назад

    [21:46] Blessing in disguise for Blinkit is that it had to build its foundations as a high growth company in the public eye, forcing financial discipline without compromissing on growth. This is pay huge dividends in the future. Maybe even build culture of being creative, frugal and discipled at the company. I sometime debate if its a blessing to listed in early stages of your company?

  • @Sourabh12905
    @Sourabh12905 12 дней назад

    Part 2

  • @Sourabh12905
    @Sourabh12905 12 дней назад

  • @C01A60
    @C01A60 13 дней назад

    Drop in savings and we have moved to more investing (gambling in the equity markets) … maybe..

  • @adityagk9725
    @adityagk9725 13 дней назад

    Wonderful to see a new benchmark srt AGAIN Shantanu🎉

  • @sujay965
    @sujay965 13 дней назад

    Ah! Finally the Much needed indianized all-in is here!! 🎉🎉

  • @karashe09
    @karashe09 13 дней назад

    Brilliant!!

  • @vishalpatkar6819
    @vishalpatkar6819 14 дней назад

    Koi report dalo 70%ka?

  • @devparekh3515
    @devparekh3515 14 дней назад

    Superb!

  • @kaustubhpatil9
    @kaustubhpatil9 14 дней назад

    Great discussion guys.. keep it up. And bring in more and more intersting topics

  • @dm5665
    @dm5665 14 дней назад

    Aspirational inflation > 50%

  • @sudheerkumarme
    @sudheerkumarme 14 дней назад

    Valuable insights!

  • @sakshamrawat7540
    @sakshamrawat7540 14 дней назад

    Yes it quite clear

  • @shouryabhattacharya2284
    @shouryabhattacharya2284 14 дней назад

    Private school and university fees, Hospital fees. WE ARE IN VERY HIGH INFLATIONARY TIMES. The sampling of inflation has no relation with reality of cities.

  • @sachin2842
    @sachin2842 14 дней назад

    all iPhone's in usa is sold in emi too its happening everywhere lol 😆😂

    • @DeepakKumar-rt6ee
      @DeepakKumar-rt6ee 13 дней назад

      But Americans earn in dollars n spend in dollars but Indians earn in rupees and are spending in dollars, now that's the worry

  • @deveshmaheshwari6598
    @deveshmaheshwari6598 14 дней назад

    Excellent

  • @abhishekkhandelwal4518
    @abhishekkhandelwal4518 14 дней назад

    Fantastic Podcast !! Very rich in discussion and highly insightful. Kudos to @Shantanu!!

    • @theasymmetriccrew
      @theasymmetriccrew 13 дней назад

      Glad you liked it! More interesting discussions coming soon.

  • @kuldeepchauhan2806
    @kuldeepchauhan2806 14 дней назад

    56:16

  • @bhavyabhatia1742
    @bhavyabhatia1742 14 дней назад

    Excellent!

  • @indranidasgupta1511
    @indranidasgupta1511 14 дней назад

    This discussion cannot happen in abstract. Initial discussion which started off was at the right note how govt spending is keeping the market float and depleting household income.. we cannot at any circumstances ignore central and state government policies to generate jobs and add their bits to Overall gdp., few states have zero job creation abilities while few are taking the maximum load.. in federal govt structure like ours it’s a huge challenge..

  • @amadeus0123
    @amadeus0123 14 дней назад

    Income down, loans up, taxes up

  • @davidkrupadanam1179
    @davidkrupadanam1179 14 дней назад

    Valuable information in this video

  • @elonmusk7192
    @elonmusk7192 14 дней назад

    This discussion was very insightful. Thanks a lot.