Pepperfry

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 3, 2020 by Pankaj Makkar · said 8 times in 3 episodes since 2020 · across every show →

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Everything said about Pepperfry, oldest first

May 3, 2020 bullish
Prediction Not checkable as stated
Pepperfry will benefit significantly post-COVID from the shift to online shopping
“We think that a company like Pepper Fry may end up Eventually benefiting significantly after this COVID episode is behind us. The reason of course is that it is part of an online trend where people will spend less time looking at offline options, but may go si…”
Pankaj Makkar May 3, 2020 ▶ 9:48 Pankaj Makkar, Bertelsmann India Investments, on Investing in Growth Stage Startups
May 3, 2020
Disclosure
Bertelsmann targets hard-to-replicate operational capabilities over specific startup sectors
“The idea is not to be sector specific, but look at capabilities and understand if there are capabilities which are very difficult To replicate and that's what we call as a complex business. We like those businesses because we ourselves are in such business.”
Pankaj Makkar May 3, 2020 ▶ 6:41 Pankaj Makkar, Bertelsmann India Investments, on Investing in Growth Stage Startups
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