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PolicyBazaar: 25% of Any Market is Amazing

This Softbank backed Indian InsurTech play is going public – shouldn’t you know the story? Last year alone, it recorded 126 million unique visits to its website. The Story of PolicyBazaar A successful IIT, IIM, Insead, and Bain alumnus, Yashish Dahiya knew his way around financial statements. So, when he was going through his father’s […]

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From Soccer Star to $2B IPO

In 2012, Tim Brown retired after 6 years as a professional soccer player. Today, his company IPOs for over $2B. What a story. Stick around for an IPO valuation analysis at the end. The Allbirds Story Post retirement, Tim went to the LSE. Then he met his co-founder. Joey Zwillinger had graduated from Wharton MBA […]

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Stripe, A Modern Product Rocket 🚀

The private $100B company is rewriting the product growth playbook We are all at least 25% more interested in Stripe because we cannot get a peak under the hood. This has made for the stuff of several amazing profiles.  But, what exactly is its legendary product strategy? What lessons can product leaders take from Stripe? […]

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Falguni Nayar: Investment Banker to Internet Entrepreneur & Billionaire

This founder-CEO left her job as a Managing Director at one of the leading investment banks to start a beauty company. Today, her company IPOs, making her a self-made billionaire. It’s an inspiring story. This rockstar is Falguni Nayar: Her net worth will rise to nearly $3.8 billion pos the IPO of Nykaa, one of the […]

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The GlobalFoundries Story: From AMD to IPO

The 3rd largest chip maker in the world IPOs today. No-brainer investment right? Demand keeps outstripping supply; the Economist expects the chip shortage to last well into 2023. But analysts are calling the IPO a “cry for help.” Here’s what you need to know. The Story of GlobalFoundries In 2008, AMD executives announced a new […]

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The Story of Informatica’s Second IPO

Informatica – $INFA – IPO’d today. What do you need to know about this data-management software provider? Could this be the next cloud play? The Story of Informatica Informatica provides data integration products including data visualisation, data masking and data replica tools. It’s in 5 Gartner magic quadrants. It counts the likes of Unilever, Kroger, […]

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The Sweetgreen Story: From Dorm Room to 140 Stores & IPO

This one-time dorm room startup is now set to IPO for over $1B. And it’s not a software company! What do you need to know about $SG now that the Sweetgreen S-1 has dropped? Learn the amazing story of this salad chain, which gets 68% of its revenue from digital channels. The Founding Story In […]

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The Makings of a Tech Ecosystem: Triangle, NC

Overview of the key players building this thriving tech scene Whenever I have a conversation with one of my old Bay Area friends, it goes something like this: “I have heard the Triangle is growing. But I do not know much more. What do you think about it? Who are the companies, do they have […]

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How did WeWork Turnaround?

WeWork – $WE – is a public company now. What happened in the two years between pulling its initial IPO and eventually going public? After the IPO was pulled, Softbank stepped in, and Adam Neumann was pushed out. Originally the reporting was a $1.7B price tag. But, after all was said and done, Adam received~$845M […]

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The Bull Case for Rent the Runway

We’ve all heard the bear case on Rent The Runway ($RENT post IPO), but what about the bull case? 🐂 1: Covid Rebound Value2: Strong Team3: Organic Grower So we understand, what are the most compelling parts of the bear case?– Declining revenue– Tough unit economics with inventory costs (clothes wear and need to be procured)– Weak […]