Shrishti Sahu’s Post

🍷 Sula Vineyards: Seed to IPO (a 4000 Crore Company) | Ep12: The India Opportunity Podcast ft Chaitanya Rathi, Partner at Sharrp Ventures | Harsh Mariwala Investment Office 🍷 Watch here: https://lnkd.in/gE-ZHDCz We talk about: > Early experiences in alco-bev space in Scotland led to Chaitanya finding his way to Sula Vineyards > Saw it as a seed stage company, and was instrumental in launching Wine Tourism in India to make Sula - the world's most visited vineyard in the world! > How during COVID, Sula hit ZERO revenues (very close to its IPO) and how the team improved the company's financial metrics through the period > What it takes to become an IPO-able company - The process, the mindset and the preparation - it literally takes a village > Evaluation for investment criteria both as an angel and a fund manager > Leverage Edu's remarkable turnaround during the pandemic, we talk about Akshay Chaturvedi's journey > Lessons from investing in legendary consumer brands in India such as Veeba, epigamia, Woodsmen Mountain Whiskey and themes he's interested in > The evolution of the consumer landscape in India both from a market expansion and funding perspective > How being an operator helps CR be a better investor and partner to portfolio companies What a gold mine of an episode! Deep and rich insights from the consumer sector from someone who has not only invested but also built iconic companies. Must listen for founders. #consumer #D2C #sula #investing #publicmarkets #angelinvestors #alcobev

Wright Research bought 20% of its portfolio on Election Day as its quant investing strategy guided it to take a cash position before the elections. In hindsight, that's the most memorable investment decision Sonam Srivastava has made since starting Wright 3 years ago! Watch her journey as she talks about managing 1000 Crores AUM: https://lnkd.in/gsWEeDxx #quantinvesting #wrightresearch #publicmarkets #investing

🔥 Ep11: Journey of building an Indian Quant Investment Firm that manages 1000 Crores in AUM ft Wright Research with Sonam Srivastava. 🔥 Really enjoyed this conversation with this trailblazer in the field of quant-investing who is one of the few women at the helm of building an investment firm. Watch here: https://lnkd.in/gsWEeDxx We talk about: > How quant investing globally is 30-40% of total AUM deployed but in India remains around 3-4% > In very simple terms, understand what quant investing really is and the risks associated with it > How Wright Research started as on smallcase, got discovered through performance of 50% IRR and that led to 1000s of investors signing up with the firm > As a new portfolio and fund manager, how do you build trust with investors? > Robo-advisory and PMS launch post initital success to now having 50,000 investors and managing 1000 Crores in AUM > Evolution of trading and investing strategies with advancements in AI > Lessons learnt from legendary investors such as Charlie Munger, Jim Simmons, Parag Parikh > Debunking the myth of quant-investing being high risk > Lessons from mega blow-ups such as Long Term Capital Management and Lehman Brothers that caused financial crisis globally Super interesting episode for anyone thinking about building an equities-focused investment firm as a fund manager but most importantly for investors in public markets to understand what quant-investing really is. #quantinvesting #publicmarkets #equities #investing

"India will have many 500-1000 Crore brands in the next decade" Piyush Goenka Watch the full episode here: https://lnkd.in/gaPcCTqF

Building a 100 Crore Kid's Clothing Brand in 3 years! Kidbea competes directly with the likes of Alia Bhatt's brand Edamamma that was recently acquired by Reliance Retail for over 300 Crores. Watch here: https://lnkd.in/gyqT5_a9 In Ep10 of The India Opportunity Podcast with Swapnil Srivastav we cover: > Humble beginnings and pivots > Identifying a gap in the market by building India's first bamboo-based clothing brand for children > Offline expansion to over 30 stores across India > Strategy for marketplaces Amazon, AJIO, Myntra, FirstCry, Shoppers Stop > How Kidbea achieved a ROAS of 7-10x (!!!!) > Becoming a trusted brand, for children 0-15 years of age > Fundraising VS Revenue-based financing for startups > If you're an IIT/IIM graduate, 50% of your pitch is already done in the investors' mind > International growth an expansion across UAE, Bahrain and Australia #startups #theindiaopportunity #funding #clothingbrand #kidbea

Curious about how much creators really earn? Yash Sakhlecha talks about it in our latest episode of The India Opportunity podcast. Watch the full episode here: https://lnkd.in/gYKSUasu

🔥 Ep09 of The India Opportunity Podcast is out now! Our guest this time might look very familiar given his recent Shark Tank India fame where all 5 sharks competed against each other to make them an offer. 🔥 Join me to dive deeper into the creator economy with Yash Sakhlecha, co-founder of WYLD! (Link in comments) We talk about > Growing up in a Marwari business family and early entrepreneurial experiences > Deconstruct how much do creators really earn? "Today influencers make more money than IITians." > Life before and after Shark Tank > Importance of persistence during a fundraise (how they got us at Swadharma Source Ventures - SSV onboard alongside Vaibhav Domkundwar from Better Capital!) > Co-founder relationships > The top career choice for many young people is becoming a YouTuber or Instagrammer #wyld #startups #funding #sharktank #sharktankindia

"We bought a 13-acre piece of land in a village called Sikra in Kutch which is enough for us to reach a revenue of 500 crores." 🔥 Ep#08 of The India Opportunity Podcast with Aditya Aagare from Thermoflyde is out now! 🔥 Watch here: https://lnkd.in/g6JjrGq6 We talk about: > The market opportunity in the refractory space - north of $30 Billion USD globally > How Thermoflyde is aggressively growing its market share by taking on RHI Magnestia (a $3 Billion revenue-generating, publicly listed business) and has grown 100% year-on-year in terms of REVENUE > How starting up in college taught Aditya lessons about entrepreneurship the hard way > Focusing on customer service as a competitive advantage > Building an IPO-able, cash-flow-positive business > 500 Crores revenue in sight with current capacity and potential to grow much bigger > Aditya's goal of positively impacting 1000+ lives > How traditional manufacturing businesses can be multi-baggers over decades in the public markets > How kindness from angels helped them survive in the first 2 years Great episode for founders looking to build IPO-able businesses, with key insights into how to prepare your business at the earliest stages if IPO is an outcome you're working towards. Thermoflyde Industries Private Limited is destined to be a big success story emerging in the traditional manufacturing space and we're early backers via Swadharma Source Ventures - SSV. Thrilled to share Aditya's story with the world. #india #manufacturing #makeinindia #rhimagnestia #refractory #steelplants #ipo