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.
why aren't all 7 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
Alagh: Owning manufacturing plants limits CPG innovation and flexibility
“If I have to set it up today, it actually becomes a limitation for my business. Because I'll be limited with the space that I have, the number of machines that I can put, and hence innovation, which for the longest period of time has been super slow in India.”
Alagh: Harmful baby skincare ingredients banned abroad were widely used in India
“Those ingredients were banned in a few countries to be used on a baby's skin, which were being widely used in India.”
Deshpande: Mosquito Repellent Drove ₹3 Crore of Mamaearth's ₹5 Crore Monthly Revenue
“So, Mama Arath was doing four or five crores a month, and they were doing three crores of mosquito repellent.”
Alagh: Ingredient lists alone cannot replicate a cosmetic's texture and efficacy
“The sensorial, the texture, the efficacy, the feel that just knowing that knowing the ingredients, you might be able to come closer to the product, but you cannot crack exactly what the other person has cracked, right?”
Alagh: Shared infrastructure eliminated the need for proprietary labs and factories
“The shared infrastructure that exists actually eases out building a business. Had it been 10 years back, you would not even be able to think about something like this because if you had to build a formulation, you have to have your own lab and then have your o…”