TrueTribe Advisors

As an investor, a founder-led consumer startup getting listed on the SME platform is a very exciting story for me. Recode Studios (BSE SME IPO, opens May 5) is one such story I've backed consumer startups before. Now I'm an SME investor. These worlds are colliding in an interesting way. 🧵

So few days back @RayDalio wrote about Strait of Hormuz as being the final battle and whosoever controls it will decide the course of history Dalio mentioned that the destiny of an empire through a Big Debt Cycle depends on whether it is perceived to be weak or strong. If the empire starts being perceived as weak than their currency starts losing the reserve status Clearly Iran is dominating the SoH discourse , they are the ones negotiating the abolition of sanctions, their ability to charge other countries a tariff for passing through SoH , the same was non-existent before It seems that Iran is winning the final battle and it could be the nail in the coffin for US empire And thus my worry is Trump may not let this pass so easily and we say see some action from their end, but it is not as straight forward . Because we have seen the global economy feeling the pains of disruption of energy supply chain So does it mean we are seeing now the change of Global Order ?

Hosted the first @TruetribeAdv x Twenty Eighth Consulting Breakfast Meetup in Mumbai this Saturday Small group. Great breakfast. Even better conversations. The idea was simple — bring together thoughtful people across the SME public markets ecosystem. Investors and fund managers

Gulf war fears are hammering NISUS Finance down ~30% in March, fallen even BELOW its Dec '24 IPO price of ₹180. But let's separate real risk from fear-driven selling. 🧵