The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Disclosure
Bansal: Nykaa was one of earliest personal investments alongside TPG deals
“Came back with one of my earliest investments would have been Nika in a personal capacity other than TPG, of course, and TPG have been involved with Lenscart and a number of other successful, both in India and overseas investments.”
Anjali Bansal Nov 29, 2021 ▶ 7:27 Investing Lessons from Anjali Bansal, Founder, Avaana Capital and The next Decade in VC
Disclosure
Lunia: Seedfund's biggest early misses were e-commerce startups including Lenskart
“What we did not do, and we should have done in 2010, 11, Was invest in e-commerce. So the companies that I missed were largely e-commerce. Horizontal and vertical both. We missed the horizontal e-commerce companies in 2008 to 10, you know, around the time of F…”
Anand Lunia Feb 17, 2020 ▶ 4:43 Episode 52 | Anand Lunia, General Partner, IndiaQuotient
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