The Value Capture of Indian Companies

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The value capture that's there for like, for investing in Indian companies is looking at basically these native use cases. The real opportunities are not going to come from just trying to put a Western model on them. Almost 20% of the world's gold is actually held by Indian retail consumers. Indians will spend 10 to 20 times their annual earnings on weddings. They're very careful with their money and constantly trying to save money.

Romeen Sheth joins the NIA boys to discuss Investing in India, VC vs. Bootstrap, Immigrant Hustle and much more

Timestamps:

(00:00:00) - Intro
(00:03:16) - Romeen’s Backstory
(00:10:34) - India Deep Dive
(00:20:58) - How to think about India
(00:25:31) - Framework for Investing in India
(00:35:14) - The Indian Consumer
(00:45:13) - India and Crypto
(00:50:52) - Return on India Breakdown
(01:09:04) - VC vs. Bootstrap
(01:15:37) - AI Proof Businesses

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