Show notes
The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikKashyap Chanchani: Managing Partner, TRMG0:00 Coming Up1:15 Intro3:10 Context for the report7:30 Double Clicking on EBITDA12:48 The Familiarity Factor18:33 2021’s Cash Liquidity vs 2025’s Cash Crunch25:53 Underwriting Past vs Future Performance 33:11 Family Owned vs VC Companies41:51 IPOs and CapTables49:50 Understanding VC Exits during IPOs54:07 Size of Listing - Does it Matter?01:09:51 The Importance of Being First in Market01:10:11 Q-Comm and Ed-Tech01:23:23 The Future of M&A in IndiaTRMG reports:https://drive.google.com/file/d/1AwbdwYY_HvbxfPW0n5xwvRypgwtnd6Qo/view?usp=drive_linkhttps://drive.google.com/file/d/1Xx5NGzoa8IKIJTBABWLm5BDTSIhNOc5U/view?usp=drive_link



