The ASYMMETRIC Crew today:

Shantanu: Founder, Bombay Shaving Company

Chirag: Founder, GoKwik

Nikhil Vora: Founder & CEO at Sixth Sense Ventures

0:00 Coming Up

1:21 Intro & Welcome to Nikhil Vora

3:03 The Thrasio Story

7:50 India’s Thrasio Clones

11:37 Why Didn’t Thrasio Models Work?

15:05 Is There Merit to The “House of Brands” Brands

18:37 The Opportunity for Consumer Companies

24:30 How to Think About Consolidating Businesses

30:34 Acquisition By Legacy Companies

33:23 Dealing with Capital Influx Waves

37:21 Why Don’t “Good” MnAs Not Happen in India?

41:40 The Need for Patient Capital

44:39 What Drives Founder-Market Fit?

48:51 The JusPay Curveball

54:39 Views on The Indian Ecosystem

The Thrasio Effect ppt:

Good Glamm Distress and Decoding the Failure of Thrasio Clones in India