Coming Up1:21 Intro & Welcome to Nikhil Vora3:03 The Thrasio Story 7:50 India’s Thrasio Clones11:37 Why Didn’t Thrasio Models Work?15:05 Is There Merit to The “House of Brands” Brands18:37 The Opportunity for Consumer Companies 24:30 How to Think About Consolidating Businesses30:34 Acquisition By Legacy Companies33:23 Dealing with Capital Influx Waves37:21 Why Don’t “Good” MnAs Not Happen in India?41:40 The Need for Patient Capital44:39 What Drives Founder-Market Fit?48:51 The JusPay Curveball54:39 Views on The Indian Ecosystem The Thrasio Effect ppt:https://drive.google.com/file/d/1z8t7nNO3FRlc_L_vkr5rV1gVvqgI0VZ5/view?usp=sharing