We've had the great fortune of building (@AceVector1) and investing (@TitanCapitalVC) in many wonderful businesses. But one that I would have loved to be a part of as an investor, but am not, is @Lenskart_com. They introduced a playbook of Omnichannel retail that has been the blueprint for so many wonderful new age brands. Their ambition and success of expanding globally is as inspiring as their push into building world class manufacturing in India. Very few companies have done so many things right as @peyushbansal, Amit and team have done. Wishing them the very best as they soon embark on their new journey as a public company.

Nov 7, 2025 · 9:27 AM UTC

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Why did you not invest? Don't believe in the TAM?
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I would love to talk @1kunalbahl. I wanna start something crazy!
Kudos to your positivity. Even though it's remain at listed price ( Which is nearly impossible) & it will not go upwards in next 5 yr. Hope you remember the rakesh Jhunjhunwala prediction about zomato years ago in an interview. He proved right as the time passes.
Why didn't you invest? Was it because of valuation, TAM, or anything else? If it's valuation or TAM, I guess the same concerns still remain.
Ye bakaar band kar aur Iss problem pe dhyan de.
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