We’re in a 2018 like scenario which started with Vakrangi & ended with DHFL, says Amit Jeswani

“Let the expectation cycle start. If we go right, we make 10-20-30% assuming consumer tech is 16% of our portfolio. If we go right, we will double-triple our money. If we go wrong, we probably lose 2-3% of our portfolio. That is the bet that we have taken in consumer tech companies.”