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TReDS platforms: new B2B payment supply chain frontier

Reading Time: 4 minutes MSME constitute around 1/3rd of Indian GDP, around 40% of overall exports, 45% of manufacturing output, generating around 70M employment opportunities in India. They are important partners in the value chain of large enterprises and MNCs. In a 2014 Firstbiz-Greyhound knowledge survey (sample size 540), biggest headwind faced by MSME is dearth of easy finance and …

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Airbnb: $100B+ brand in making

Reading Time: 3 minutes This article is just a high level summary about Airbnb ahead of IPO. Since it is just compilation of data / thoughts, it may lack flow. Airbnb is coming public soon with a truly remarkable journey especially in 2020. It all started in 2007 with 2 hosts and now it has 4M hosts in 100k …

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LogisticTech Overview in Indian Startup Ecosystem

Reading Time: 7 minutes It is November and the biggest Indian retail festival – ‘The Great Indian Sale’ and ‘The Big Billion Day Sale’ are round the corner. With over $3 Billion GMV sales expectation in just three days this year, substantial demand arising from tier 2 and tier 3 cities, & expedited fulfillment expectations, the E-commerce giants are …

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UPI – a Decacorn by 2025?

Reading Time: 7 minutes Few weeks ago, Whitehat Jr. in a landmark event for the Indian startup ecosystem got acquired by Byju’s for an all cash valuation of $300M. The Indian startup system is coming of age & we expect a lot more success stories coming in especially from Technology and related segments.  Any enterprise needs to be supported …

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Servify CEO Interview

Reading Time: 12 minutes Servify is a BEENEXT portfolio company and has raised Series C funding in latest round. Mumbai, India headquartered company was founded in 2015 by Sreevathsa Prabhakar (Sree). FT partners recently interviewed Sree about Servify journey. I am reproducing that whole interview here for broader audience with key parts highlighted. I hope you will enjoy it. …

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Caution Needed in Stock Market

Reading Time: 3 minutes When stock market was in free fall in March 2020, I wrote a post on Linkedin on March 21st. After launching this website, same post can be found here. I used all the available information at that time to screen for potential investments. Most of the stocks mentioned in the post have done very well. …

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Takeaway grabs Grubhub – now what?

Reading Time: 2 minutes Reference material – please refer to previous article on food delivery space consolidation in USA for background. It is official – Grubhub is getting sold (not final yet). From Grubhub’s IR page Just Eat Takeaway.com N.V. (AMS: TKWY, LSE: JET), (the “Company” or “Just Eat Takeaway.com”), and Grubhub Inc. (NYSE: GRUB) (“Grubhub”) have entered into a definitive …

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Shift4: another acquirer coming public?

Reading Time: 3 minutes Shift4 is an integrated payment processing and technology solution provider in USA. It will trade as a public stock tomorrow. In this post, I am sharing some basic stats on the business, what I like and what I think is worth watching in coming years. Key data points: Founded in 1999 by Jared Isaacman at age 16 (biggest …

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Uber Eats + Grubhub is equivalent to 1+1 = 3

Reading Time: 6 minutes From WSJ earlier this week  Uber Technologies Inc. is seeking to acquire Grubhub Inc. in a deal that would unite two of the biggest players in the cutthroat meal-delivery business at a time when the coronavirus pandemic has sparked a surge in demand for their services. Uber, which in addition to its flagship ride business operates a …

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Market tanked, now what?

Reading Time: 6 minutes Markets around the world are down anywhere from 20% to 40% YTD causing massive losses for many investors. In past few days, many investors and friends have pinged me so I am writing my thoughts in this post.  Source: Bloomberg I will breakdown post into two segments (1) What is happening and why? (2) Is it time …

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