5min chapter

The BarberShop with Shantanu cover image

INSIDE THE MIND OF INDIA'S BIGGEST INVESTOR AND WHAT DOES HE LOOK FOR?

The BarberShop with Shantanu

CHAPTER

The Positive and Negative Effects of Consolidation in India

In India you have to be the top decile as a company and founder in execution top decile to have a shorter one. If you build a decent business you will get acquired. The question is do you own some customer that somebody else wants. So people are not buying for these companies thousands of carol they're not buying your revenue. They are saying do you plug a hole in my portfolio around my customer or some customer that I want? That has to be the filter which is basic value creation.

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