The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Tushar Behl: Principal at Glade Brook Capital
0:00 Coming Up
1:16 Intro
3:55 On Real-Money Gaming
9:41 Why the RMG Ban?
15:44 On Trump and Tariffs
17:07 The Shift in Investor Perspective on EBOs
23:24 AOV Impact on Online/Offline Sales
30:50 Manufacturing Capabilities of Lenskart, Wakefit and Bluestone
34:55 Should Mokobara Open a Factory? Integrating Online & Offline
44:45 Retailer + Brand Voice - A Timeless Principle
50:04 Sales & Marketing vs Rent
51:40 Inventory Turns & Gross Margins Matter
57:27 Bluestone’s Growth Story
63:12 Moving Away From Franchises
67:03 The Opportunity Cost of Offline
74:17 What Could Happen? Lenskart, Bluestone, Wakefit
81:48 Lenskart Convenience Fees
Charts referred to in the episode-
https://drive.google.com/file/d/1A2i7JV7Rh3qzHqhuoyQ1d_QduXGaZG3S/view?usp=drive_link
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