Students4Entrepreneurship’s Post

📈 Is a ~600% return in 2 years possible? Absolutely! 🚀 One of my investments, Mirza International, delivered a staggering ~7x return on my capital in just around 2 years. How did it happen? Let me share the story. Mirza International's success story revolves around a classic demerger. Redtape, a renowned brand, was spun off from its parent company, triggering a remarkable financial outcome. Honestly, I didn't foresee such an extraordinary result. My initial attraction to Mirza International in Nov'21 was rooted in the fundamental strength of the brand "Redtape". It boasted immense popularity in tier 2 and 3 cities, exhibited robust growth rates, and demonstrated capital efficiency. What's more, the valuation was incredibly attractive, hovering around 15 P/E. Despite having the capacity to invest more, I chose to commit just INR 1.08 Lacs, a decision that I later regretted deeply. This experience motivated me to delve deeper into spinoff investing, thoroughly analyzing its complexities to ensure I capitalize on it more effectively in the future. I've taken the time to document my insights in an article on spinoff investing for Chop Chop Finance. Give it a read if you want to capitalize on such opportunities. The link is shared below https://lnkd.in/gkH52Spv Follow Nayan Goswami and Chop Chop Finance for more updates. PS: Building a global fintech platform, stay tuned for updates.

Have you read Forge's latest Private Market Update? The February Private Market Update shows some encouraging signs in the VC funding market, even as VCs invest in fewer deals overall. Overall global venture capital deal value rose by nearly 4% in January 2024 year-over-year, despite an almost 24% decrease in the number of funding rounds, according to S&P Global Market Intelligence. Read more at #ForgeGlobal #privatemarkets #venturecapital #privatecompanies

The Venture Market indicates a significant rise in Seed Rounds, whereas growth rounds have decelerated. In growth rounds, actual revenue and metrics play a crucial role, and the current high-interest rate environment has brought late-stage companies back to reality. Investors, however, appear to remain willing to take a leap of faith on early-stage founders who have little more than ideas and a vision. #finance #investing

“A lot of standard VC deal terms give investors the ability to block an IPO or acquisition if they didn’t think the timing or price was right.” > Agreeing to an IPO is a classic “veto right” requiring VC support in SHAs. “The public markets have also changed in the last few years. Hinkle said that traditionally companies should have eight quarters of strong growth and metrics before hitting the public market. While companies could get away without that in 2020 and 2021, they won’t be able to now.” > Profitability is back! One drive for profitability in this market is the funding uncertainty; the other is financial markets’ requirements. “Plus, the rise and maturation of the secondary markets, where private shareholders can sell stock in company-approved transactions, is also playing a big role for VCs. Secondaries let them get liquidity if they need it, rather than pressuring their valuation-depressed startups to go public.” “The moment you take outside money, you have lost control of the company.” - Guy Kawasaki Source: TechCrunch #venturecapital #liquidity

"While a lot of investors want IPOs to open back up in 2024, the market conditions aren’t ideal. Interest rates are still high, making money expensive and pulling investors away from equity into bonds; valuations are still depressed from their highs of 2021 with later-stage venture investors looking at gaining little – or even losing money – if their startups were to go public now." #vcfunding #startupfunding #earlystagestartups #iponews #secondarymarket #financialnews

Pressure on Founders has never been more intense. VCs will be demanding exits to release capital for their own survival. What does this mean for Founders that have been "at it" for 5+ years; exhausted and drained? Will we be seeing a new wave of Executives brought in with the purpose of finding a fast exit? Link to the FT article in the comments.

Here’s this year’s first recent market news. 🎆 🔮VCs, private equity investors, and tech founders predict what’s coming in 2024 Venture Capital Market + Startup Funding, M&A, IPOs, and more. 🐌The venture capital market may face continued headwinds, possibly undergoing a market reset. 💰Private equity groups are actively seeking new exit strategies due to a substantial accumulation of cash, reaching a record $2.59 trillion as of December 15, 2023. …and more below. 👇🏼 What changes are you looking forward to seeing this year in the market? If you find this valuable, feel free to share these insights by clicking “repost.” ✅ ——— At AXIS Capital Markets, we specialize in global debt placement and secondaries for VC- and PE-backed companies. Follow us to stay updated on the latest developments in #privatemarket, #venturecapital, #privatecredit, and #privateequity.

I am excited to announce the release of part one of my PE series for MarketScouts on Substack! What you'll learn: 1. The role of private equity in shaping IPO strategies 2. Advantages and potential pitfalls for investors 3. Case studies of PE-backed IPOs and their performance If you're interested in the intersections of private equity and public markets, don't miss out on this insightful read. Check it out now, and let me know your thoughts! Thank you, Vas Musca, for your guidance.

As a practitioner and perpetual student of the markets, I find it fascinating that while IPOs often steal the spotlight, the drama of delisting and going private rarely gets the attention it deserves. Going public is like throwing a grand debutante ball—opening the doors to new capital, liquidity, and a diversified dance card of investors. But what if the music doesn’t play the way you expected? Some companies choose to step off the dance floor and go private, preserving their value when the public market misreads their rhythm due to factors like limited liquidity, sector focus, or political sway. The beauty of the market is its flexibility—giving companies the power to go public with a bang or to gracefully exit and preserve their worth. Whether you’re dancing in the spotlight or moving behind the scenes, the market offers a stage for every company’s unique performance. 💼✨ Ngoc Nguyen at DealStreetAsia recently covered a piece on going-private:

Exciting news for dividend investors! 🎉 We've just launched a new feature in our DCF tool on Stock Unlock: Dividends. 🌿📈 With valuable input from our growing community of paid subscribers, we've incorporated the ability to factor in dividends paid and dividend growth into your DCF calculations. This feature provides a more accurate projection of a company's future returns, especially for stocks that pay higher dividends. 💡 As our user base expands rapidly, we're thrilled to be on the cusp of launching Stock Unlock 2.0, which will include AI-enabled features to further enhance your investing experience. 🚀 Try out the new Dividends feature in our DCF tool and let us know what you think: https://lnkd.in/eqX7WteY #investing #stockmarket #fintech #productdevelopment #startups #growth