Bullish on India, Bullish on Indians, Bullish on Indian startu | WOLF OF DALAL STREET

Bullish on India, Bullish on Indians, Bullish on Indian startups.

Seems hard to be today, but I hope will seem very obvious 10 years later.

Did you know that India Post is a gigantic distribution network

The widest and geographically spread in the world, it has 155K post offices with 400K+ employees last mile.

It transfers around 6 Billion items every year, which is 5 to 6 times of Amazon/Flipkart order volume.

India Post also has a savings bank with $140Bn of savings stored of rural common man in India.

Distribution is King

India's most subscribed YouTube channel that is not entertainment or music is kids-focused ChuChuTv

ChuChuTV has 55M+ subscribers, the 24th highest subscribers in the world

The Chennai-based channel is a global hit, with its video on alphabet hitting 4.6 billion views

Crazy

ESPN Cricinfo was founded by Vishal Misra, an IIT Bombay grad who is a professor at Columbia

He leveraged his computer science background to build the internet's first live sports scorecard system

Like every Indian obsessed with cricket, it became Cricinfo. It has 90M+ visits every day.

Billion-dollar valued businesses are rare in India.

India reached 100 unicorns when India's equity market cap was $3Tn

US reached 100 unicorns when the US market cap was $30Tn.

So it means we are ten times ahead than United States in nurturing, building and mentoring new startups.

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com