Meesho

The seller was fine, Flipkart was not.

There were similar complaints about Myntra, Meesho and others.

Again, the problem is not limited to food and cosmetics.

Publishers whose books are hijacked by unauthorized sellers on Amazon, Flipkart and other platforms face the same problem.

Lenskart has seen 18,500 crores of shares sold this year, accounting for 27% of all new-age secondary market supply.

Grow follows, followed by Meesho, Policybazaar, Pine Labs, and Shadowfax.

This is no longer just a little portfolio pruning.

For some investors, the lock-in expiry has opened a proper route to exit.

If you're wondering what Snapdeal does now and how it's still relevant, well, you're not the only one.

Finding itself sandwiched between Flipkart and Meesho, Snapdeal wants to be the home of value fashion rather than a marketplace for everything.

The startup IPO playbook is changing.

It's no longer enough to be big, fast-growing, and famous.

These These two major players who sort of like got most of the market did not really stay there as long as we thought.

And the classical example is we look at say what Misho did.

Misho came in and sort of started disrupting both Amazon and Flipkart.

Rapido came in and we'll talk about Rapido and about Uber and Ola.

And if you look at, say, food delivery, there is a very similar thing that's going to play out with Rapido doing this.

And I think the thing that's common across this we saw or we thought was that it seems like it's a fundamental disruption of the commission structure, which is what is common.

So if you look at, say, what Flipkart and Amazon did, it's a standard commission structure that they would take a percentage of a transaction.

Misho comes and says, we're going to do zero commission.

There is an Excel sheet open tracking the rivals that Myntra watches most closely.

Flipkart Fashion, Amazon Fashion, Reliance's Ajio, Meesho.

But there is one name missing, Nykaa Fashion.

To find it, you have to open a dropdown menu, click on the word Others, and then look for it.

Now, on the other side, institutions including Nippon India, HDFC Life, Axis Mutual Fund, and SBI Mutual Fund absorbed some of the supplies.

Now, Eternal and Meesho also saw large block deals happening.

All right, moving on.

Slice has raised about $100 million, but the valuation is also sliced.