public markets

“And I think particularly when you are a late stage and I think it helps when you are an early stage investor, because there, you know, that involvement and investment is required, but as a late stage and public markets investor, that's actually, I think, not a…”

“From a from a company you know, readiness perspective, I think we are, we would be ready as of yesterday also, right, from a, Sai is the fact that we are profitable, but we just don't feel that we need to raise from public markets as we speak because the busin…”

“If you cannot spend time in understanding the ecosystem or working with the founder to help him, probably startup investments are not for you. You should actually be investing in public market where you will have access to information every quarter and everyth…”

“I think twenty-twenty-two will continue the momentum. We have several very high quality companies that have grown well and scaled well in the last few years that will hit the public markets.”

“Public market anyways give lower valuation than private market. And if the peak of private market, if you raise at the premium valuation, you can't do IPO for five years then.”

“Now, as a loss making company go public, you better be sure that you're going to be making a profit in one or two years after you go public. No, I don't think public markets are willing to tolerate losses over five years, seven years further.”

“So in a private market transaction, you may not look at the things in the same angle. You don't look at conflict of interest in the same way public markets do”

“In India, public markets are giving more premium valuation to many of these companies than private markets”

“If you look at the Indian companies, you actually have five companies driving the majority of the public market today.”

“It's nothing like the bubble we saw in the year, 2000. Cisco as a provider of the plumbing for the internet is the closest comparable. Cisco is trading at 200 times earnings. So I don't think we're in bubble territory in the world of technology yet. I think th…”

“Because investors know India and they have generally mixed to negative views because venture capital has had liquidity issues. Private equity has had high valuation issues. Actually the people who have consistently made money have made money in the public mark…”

“When I, before going to the road shows, when I talked to my counterparts who would raise money in the private market, the conversations are a lot different, a lot about time, a lot about good potential un sort of undiscovered time, et cetera. Here it's a lot a…”