[YAN] Newsletter Revival, COVID-19, and a Podcast

Yet Another Newsletter | Issue 9

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I’d like to start off by addressing quite the apparent silence from this newsletter. It is not that I haven’t been writing, it’s just that most of it is in the form of private investment memos. Many of you are aware of my investments through Cloud Capital in early-stage startups and some, who are part of my Syndicate, are also aware of the un-anticipated pace at which I have ended up investing this year; I am not complaining but admitting that I have slacked on other commitments such as this :)

Enough of sobbing, I am kickstarting this newsletter with this week’s edition as a basic aggregator of self-promotions and few interesting finds. Hopefully something more resourceful and insightful next time!

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COVID-19’s Impact - India Edition

Kashish Sharma @kashisharma_

Indian MSMEs: - 60m MSMEs - Account for 29% of the GDP - Employ 40% of the total workforce - 90% earn < Rs 5 Cr - Only 300k opted for loan moratorium - 35% shut down as of June'2020 (AIMO survey) to top it off, apparently, our credit rating agencies are crap 😐

The Ken @TheKenWeb

The Supreme Court is even hearing a public interest litigation on this and is expected to pronounce judgment on 28 September. @tam_arund writes the definitive story today on the credit ratings issues. It’s a must-read. https://t.co/nHC9wcblXp

September 25th 2020

3 Likes

The fragile MSME segment isn’t just the only thing we have to keep a close look at …

The drop reported in the above graph coupled with the following statistic…

should tell us that salaried jobs only account for ~22% of India’s employment profile. Another 25-30 million MSME jobs have also been lost during the pandemic (The Ken).

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AngelList India Radio

We at AngelList India recently started a podcast to have power 15-min conversations with founders, investors, and experts around the world.

For the audience interested in ‘angel investing’, I did a focused episode with Adith Podhar, Managing Partner at Gemba Capital, on portfolio construction:

Kashish Sharma @kashisharma_

Excited to have @Adithpodhar of @GembaCapital on @AngelListIndia Radio where we talk about: - Portfolio construction for angel investors - Competitive deals vs your portfolio rubric - GPs leveraging micro-funds & syndicates Hope you find it insightful✌️ #5 Adith Podhar (Gemba Capital) by AngelList India Radio • A podcast on AnchorAdith Podhar is the Founding Partner at Gemba Capital, an early stage investment firm in India. Gemba Capital has invested in 20+ companies like Plum, ClickPost, Zuper, Upekkha, Finly, and many others. Prior to Gemba, Adith was VP at Motilal Oswal PE Fund, where his responsibility was across the inv…anchor.fm

October 1st 2020

6 Likes

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Managing your expectations as an Angel Investor via Syndicates

I recently wrote a post for angel investors and the few basic expectations they should keep in mind when investing via syndicates:

Kashish Sharma @kashisharma_

Syndicates are a great way for accredited investors to start building their angel portfolio. I have drawn a few inferences after speaking with many angels and thought I'd pen them down! Applicable to anyone starting their angel investing journey ✌️ Managing your expectations as a Syndicate Investor.Congratulations on making your first angel investment through a Syndicate! You had studied the opportunity, joined a webinar with the…medium.com

September 20th 2020

3 Retweets17 Likes