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@jejani "Startups: Time to Unicorn X Mensa Brands: X months X GlobalBees: X months X 5ire: X year X Glance: X year X Ola Krutrim: X year X apna: X years X Zepto: X years X Ola Electric: X years X Udaan: X years XX Yubi: X years (1/2)"
X Link @jejani 2025-09-27T08:39Z XX followers, XXX engagements

"One pay cheque. Adani Group CEO salaries: X Adani Enterprises: Vinay Prakash: XXXXX Cr X Adani Energy Solutions: Kandarp Patel: XX Cr X Ambuja Cements and ACC: Ajay Kapur (ex CEO): XXXXX Cr X Adani Green Energy: Vineet S. Jaain (MD): XXXXX Cr X Adani Ports and SEZ: Ashwani Gupta: XXXXX Cr X Adani Power: S. B. Khayalia: XXXX Cr X Adani Total Gas: Suresh P. Manglani: XXXX Cr X AWL Agri Business: Angshu Mallick: XXX Cr X ITD Cementation India: Jayanta Basu (FY24): XXXX Cr Most CEOs earn between X and XX Cr. Adani Enterprises' pay is an outlier"
X Link @jejani 2025-10-12T10:31Z XX followers, XXX engagements

"Big FMCG is buying the spice rack Recent spice M&A: X ITC - Sunrise Foods: 2150 cr X Orkla - Eastern: 1356 cr X Dabur - Badsha Masala: XXX cr X Tata Consumer - Organic India & Chings: 1900 cr & 5100 cr X Wipro Consumer - Brahmins & Nirapara: XXX cr+"
X Link @jejani 2025-10-06T09:27Z XX followers, XX engagements

"Three AMCs hold XX% of Indias mutual fund market. Market share of AMCs: X SBI Funds Management: XXXXX% X ICICI Prudential AMC: XXXXX% X HDFC AMC: XXXXX% X Nippon Life India AMC: XXXX% X Kotak Mahindra AMC: XXXX% X Aditya Birla Sun Life AMC: XXXX% X UTI AMC: XXXX% X Others: XXXXX% The top three add up to about XX% & top seven reach about 66%. The scale is coming from SIP engines and distribution strength. New entrants are trying to win via direct plans digital channels and niche ETFs"
X Link @jejani 2025-10-09T07:22Z XX followers, XXX engagements

"(2/2) Median X years; most crossed in the 202122 cheap-capital cycle. speed largely mirrors funding liquidity. Sector skew: consumer platforms & B2B commerce/fintech dominate; fastest wins (Mensa/GlobalBees) are roll-ups leveraging existing e-commerce rails"
X Link @jejani 2025-09-27T08:39Z XX followers, XX engagements

"MFs looked for growth and steady cash flows in mid-caps Mid-cap stocks are the most bought by mutual funds: X One XX Communications: 1944 Cr X Tata Communications: 1617 Cr X Godfrey Phillips India: 1325 Cr X JSW Cement: 1224 Cr X Patanjali Foods: XXX Cr X Aditya Infotech: XXX Cr X Thermax: XXX Cr X Dabur India: XXX Cr X The Federal Bank: XXX Cr XX Persistent Systems: XXX Cr Mix spans digital infra consumer industrials and IT not just tech. Positions are small parts of total MF assets so this appears to be early accumulation rather than large conviction bets"
X Link @jejani 2025-10-08T09:07Z XX followers, XXX engagements

"One company eight SaaS stacks. Zoho is quietly taking on the global suite. I counted eight categories mapped to 20+ global rivals with a single vendor suite spanning dozens of apps. X Suite beats sprawl. Cross-app data and one admin lower TCO and boost adoption. X Distribution is SMB first. Pricing and partner-led onboarding win outside the top tier. X Depth vs breadth. Best-of-breed still wins in specific functions; the suite wins on integration. X Bundles drive ARPU. Land with mail expand into CRM finance HR and support. X Lock-in risk is real. Exit costs and customization debt must be"
X Link @jejani 2025-10-18T11:04Z XX followers, XX engagements