Disc: Invested…
One thing that i like – doubling down on India
One thing that i don’t like – they are spreading themselves too thin… added, turkey, australia, uae in last 12 months only… md said that opening a new geo doesn’t translate into too much effort for them as they go with a distributor… i would be happier if they go deeper in a few and maybe test a few markets… but they have opened up so many new markets – would be good to know what our some of the initial markers they look at before exiting/ going deeper
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