Alina Silina’s Post

On September 10, 2024, HelloFresh SE disclosed a director's dealings transaction, highlighting a purchase made by DSR Ventures GmbH, an entity linked to CEO Dominik Sebastian Richter. The acquisition involved shares identified by ISIN DE000A161408, with a purchase price of €6.71 per share. The total volume of the transaction amounted to €10,065,000. Below, we offer a look into the company’s financial performance in charts. For more key insights, visit our homepage at the link in the comments. #ValueInvesting #StockMarket #financialmarkets #investment #HelloFresh #HLFFF

"There is so much to celebrate with Haldiram's". 😋🍪 Haldiram's, one of India's iconic snack brands, has been the focus of significant investor interest recently. The company's promoters initially considered selling a majority 51% stake, valuing the business between $8 to $10 billion. However, the latest reports suggest a revision in plans, with the promoters now looking to offload a smaller 10-15% stake. This shift has attracted several global investors, including Singapore's state-owned investment firm Temasek, which is in talks to acquire this minority stake at a valuation of approximately $11 billion. 😉 Temasek’s potential investment could be a precursor to an eventual Initial Public Offering (IPO) for Haldiram's. The company has been a prime target for both private equity firms like Blackstone and Bain Capital and sovereign wealth funds, drawn by its strong growth in India’s expanding snack market. Haldiram's 10-15% Stake to Investors can be several impactful outcomes: Capital Infusion: 😉 The stake sale will bring in significant capital, which can be used for expansion, research and development, and marketing efforts. Global Reach: 😉 With the backing of top global investors like Temasek Holdings, Blackstone, and Bain Capital, Haldiram's can accelerate its plans to expand internationally and enter new markets. Valuation Boost: 😉 The involvement of prestigious investors can enhance Haldiram's brand value and market perception, potentially leading to a higher valuation. IPO Prospects: 😉 The stake sale could pave the way for an initial public offering (IPO), providing an opportunity for further capital raising and public investment. Strategic Expertise: 😉 Investors like Temasek and Blackstone bring in valuable expertise and networks that can help Haldiram's in strategic decision- making and operational efficiencies. Overall, this move can significantly boost Haldiram's growth trajectory and solidify its position as a leading player in the global snacks market. What do you think about this potential impact?

Congrats to Ola Electric, Unicommerce, and First Cry on the listing. Based on the listing, it looks like investors are happy 😉 If our markets have to grow, we need more homegrown companies to list and also leave something on the table for IPO investors. IPOs doing well are good because they incentivize more companies to consider an IPO, and attract more retail and institutional investors. We also need more IPOs because, as Ananth Narayan, the WTM at SEBI, recently pointed out, we seem to have a problem with the supply of new securities. This is a problem at a time when domestic flows are increasing.

I have recently published an article on valuing Ibotta, pre-IPO. Well, it was a stellar IPO with 27% premium listing, up by ~24% from its upper band IPO price by closing. In this article, I decode operational metrics and sensitivity to those metrics which can maximize ROIC and strategies which can be employed for the same. This article is about SCALING a success-based marketing platform and the caveats associated with the same. Have fun reading! Subscribe to the blog for more content!

**Exciting Opportunity Alert!** 🚀 As a long-time member of this fantastic Venture Capital Platform, I’m thrilled to share a unique opportunity with you! 🎉 I’ve invested in one of the most promising companies in the beverage industry, **Happy Drinks Group**, and things are really heating up. My shares are now approaching IPO, and I couldn’t be more excited about what’s coming next. 🍹💥 **Why should you join?** you can earn between 500 and 20,000 Happy Points by joining right now; These points will be converted 1:1 into shares of Happy Drinks Group, a company poised for substantial growth! 📈 **Key Details:** - 🕒 **Deadline:** Campaign ends at 23:59 (UK time) on September 9th, 2024. - 💷 **Share Value:** Anticipated between 10p and 15p per share. - 🔄 **Conversion:** Happy Points will convert to shares 100 days after the offer closes. - 🔒 **Commitment:** A 3-month subscription is required to qualify. Take a look at this 5 minute video. It explains things in better detail than me. https://lnkd.in/eVPdpEGJ his is an incredible time to get involved and share in the success of a company with massive potential. Don’t miss out—join me on this exciting journey! 🌟 #VentureCapital #InvestmentOpportunity #HappyDrinksGroup #Growth #IPO #InvestSmart #JoinTheJourney #ReferralRewards

Who would have guessed that a pizza chain could rival a tech giant in stock market performance? Since their IPOs in 2004, Domino’s Pizza has delivered an incredible 7,428% return, outpacing even Alphabet (Google), which stands at 6,976%. This isn’t just a story about pizza or tech—it’s a lesson in how unexpected industries can create massive value. Sometimes, the best investments come from the least expected places. 🍕📈 #DominosVsGoogle #UnexpectedWinners #StockMarketSurprises #LongTermGrowth #InvestingInsights #TechVsPizza #FinancialSuccess

Entering more categories prematurely, or even adding more SKUs increases complexity within the organization and route-to-market channels. One of the largest consequences with complexity is that variability with respect supply, velocity, forecasting, lead-times, decision-making etc....gets AMPLIFIED and WIDENS! Illustratively you can think of it as follows. If your level of "excellence" is at 95% for a core category or core SKU...then that performance does not necessarily replicate itself at the organizational level when you add categories and SKUs. If you serve, let's say four categories, then that variability could impact overall performance as follows: 95% X 95% X 95% X 95% = 81 % You can do your own illustrative math if the "excellence" is lower than 95% for each category or even for one or two of the categories. Sage advice from John Foraker! Although, those % changes look quite impressive. I guess that's also what happens if the organization can simultaneously execute "above 95%" across all the categories and SKUs!

If I could do it over again, I'd have focused Annie's Inc. on fewer categories, early on. Here's where we were roughly at time of the 2012 IPO, retail scans by category & growth rate. Did it all work out? Sure, I guess. But it could have been so much bigger, powerful, & profitable at this stage with a deeper focus on the core. Subsequent innovation would have grown bigger much faster too. Once you find the core, hammer it relentlessly. #emergingbrands This is a key lesson we've taken forward to Once Upon a Farm.

Stay in the loop with the IPOS Round-Up! 📬 Our monthly newsletter brings together our latest blog posts, events, and insights—all in one place. From key trends and strategies to upcoming events that inspire, the IPOS Round-Up keeps you informed on what matters in the world of retail innovation. Want to get inspired and stay ahead? Each month direct to your inbox - you'll receive our updates on the trends that matter most . Sign up and make sure you’re part of the conversation! (Link in the comments ⬇️) #weareipos #IPOSRoundUp #RetailInnovation #StayInformed #creativeretailagency #stockport #creativeretail

If dark store quick commerce delivery models are difficult to get to profitable unit economics, why did soooo many VC firms invest? • They got caught up in pandemic hype • They did not do their due dil • They do not understand grocery • They have bought into the SoftBank Vision Fund view of the world that you need massive investment to win • They were betting on making money from M&A consolidation rather than funding the business through to profitability • They are not as smart as we might think Any of the above Do you agree, or not?