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