Help me understand what's wrong with his argument?

My son failed 10th standard, so what so did Tendulkar/Einstein/etc

Software Engineer

Marketing Manager

He makes sense. Haven’t you heard of the MamaEarth cloud? They’re setting up worldclass gpu farm in mumbai that will generate 50billion arr. so this valuation is cheap

Data Scientist

Well, mamaearth is not the same as Amazon. It's a D2C seller and not a tech based company. So don't agree with the same argument. It may end up profitable in the long run but certainly won't be the next Amazon.

Airtel and Amazon were investing in “tech”. They were not burning cash to fund discounts and grab market share

Finance Consultant

Welcome to Indian Startups's Private Community

Mamaearth founder justifying poor financials of mamaearth

Mamaearth founder justifying poor financials of mamaearth- Grapevine

mamaearth trading at 40% above IPO price! this is insane!

Analyst

There’s no way MamaEarth is worth 10,000 crores, I mean their products are shit, they don’t even manufacture their own products, they don’t have any patents. It’s essentially just a marketing company who have managed to sell mediocre products under the disguise of “toxin-free”.
I really wished their IPO would fail 🥲

Is Mamaearth another story of VCs making a shit ton of money at the expense of retail investors ?

Why is mamaearth management being so defensive

Welcome to News Discussion's Private Community

Mamaearth cuts IPO size by 10%

Did any employees make serious money ( >50Cr) in the IPO?

Mamaearth IPO

Product Manager

Wondering who is going to put money in the IPO bid, and what will happen to the share price post the listing?🤔

Mamaearth IPO, Yay or nay???

How many here have subscribed for or intend to subscribe for the Mamaearth IPO? And the others - how much do you guys expect it to fall on listing?

I am almost convinced that chasing excellence in terms of products and deliverables is just not what makes you stay in the market. None of the people in my circle are finding mamaearth products good enough, but look at the size of the company. What we are missing out??

Mamaearth: you don't need a good product to win in the market

Founder

Looking for price prediction for 6 month, 12 month period.

Poor mutual fund investors.

The Fall begins

Welcome to Personal Finance's Private Community

Mamaearth announced that, they might come with IPO October/November i guess. 
Who is planning to short this 🤡 ?

Mamaearth ka IPO

Finance Operations

Few months ago, mama earth CEO compared it's losses with Amazon saying, "Amazon too made losses". Now Firstcry is IPO bound with their losses being 6x in 2023 and also justifoed it. 

Amazon made a loss Because they  invested all their profits into R&D

Most startups are making a loss because they are selling products at a discount to show high GMV

Both are not same... 

I am yet to see a single big success story in India startup ecosystem which justifies 'India has arrived' and so much VC's exuberance .

Many IPO bound founders justify their loss by comparing with Amazon. Amazon made a loss Because they  invested all their profits into R&D

Most startups are making a loss because they are selling products at a discount to show high GMV

Mamaearth IPO: Fireside Ventures leads pack of early winners

Good analysis on returns by vc firms on Mamaearth ipo

SEBI should check for any kickbacks received by these MF managers. Clearly, a red flag for investors, unfortunately I have one fund.

Mutual funds to avoid in future

ME DHRP clearly shows - 

1. 20% of assets value are coming from goodwill [No real value, infact one of the brand is closed now]
2. Secondary dilution constitutes 80% of issue
3. Inefficient use of capital, huge marketing expenses
4. Outsourced manufacturing & distribution (amazon, flipkart)

No, there’s nothing to cheer up when founders are dumping the equity for personal gains. They could have been more honest with capital allocation.

Finfluenza first, Founder second😂

The problem with such founders is - They will try to play “Indian brand” card as reasoning for over-priced IPO but the majority of issue was secondary sale. A minor part will go into the “so-called” Indian brand and it’s expansion.

India card to justify anything/everything

Mamaearth ipo

https://www.businesstoday.in/mutual-funds/story/theyre-fund-managers-for-a-reason-netizens-hail-mfs-decision-to-invest-in-mamaearth-ipo-as-stock-surges-407077-2023-11-24


Fund managers being praised for investment in mamaearth since the stock soared 35% in last 2 days

Mamaearth founder justifying poor financials of mamaearth

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