@Goyal4Gagan One of the reasons above may be true is because India TAM is still largest at mass and mid premium price points ; which gives right balance b/w AOV , GM and CAC .
@ugc_india ; Prof @mamidala90
As per AICTE ; current capacity utilization is 49.8% ; What is the same for colleges under UGC ( for non technical education ) or India as a whole (current capacity utilization of college in India ) ?
One of the big recent surprises in startups and VC is how many B2B companies are worth 10s of billions, not single digit billions.
Fast forward 5 years and I think there will be another big surprise at how many are worth 100s, not just 10s.
Virus will pass, so will the Investment Opportunity.
A normal investor gets 2 to 3 such Investment opportunities in his life time.
All those who regret to miss 2008 market crash should use this opportunity optimally.
#markets#Coronaindia#investing