EPISODE · May 11, 2026 · 1H 30M
The Dark Truth Of IPOs Nobody Explains! Kushal Lodha #328
from Konversation with Kushal · host Konversation with Kushal
In this episode of Konversation with Kushal, Jayant Mundra, IPO analyst, content creator, and author of an upcoming book on IPO investing, breaks down how India's IPO market actually works — from the inside. He shares why the 1000x returns that were once possible for retail investors are now mathematically impossible, and how the real wealth was already captured by angels, VCs, and sovereign wealth funds long before a company ever lists on the stock exchange.The conversation dives deep into how to read a DRHP like a professional — decoding related party transactions, royalty structures, grey market premium manipulation, and the real role of merchant bankers in pricing IPOs. Using explosive case studies like Ola Electric, boat, PhonePe, Zomato, Paytm, Suzlon, and Maruti Suzuki, he exposes the red flags that most retail investors completely miss — and how to spot them before it's too late.From understanding how an entire city controls India's grey market premium, to why founder resignations just weeks before an IPO are a massive warning sign, and how to build a concentrated, high-conviction portfolio in today's market — this episode is a practical masterclass for every serious investor who wants to stop losing money in IPOs and start asking the right questions. Don't forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#JayantMundra #KushalLodha #IPOInvesting #StockMarketIndia #DRHPAnalysis #IPORedFlags #GreyMarketPremium #MerchantBanker #OlaElectric #Paytm #WealthCreation #StockMarketHindi
What this episode covers
In this episode of Konversation with Kushal, Jayant Mundra, IPO analyst, content creator, and author of an upcoming book on IPO investing, breaks down how India's IPO market actually works — from the inside. He shares why the 1000x returns that were once possible for retail investors are now mathematically impossible, and how the real wealth was already captured by angels, VCs, and sovereign wealth funds long before a company ever lists on the stock exchange.The conversation dives deep into how to read a DRHP like a professional — decoding related party transactions, royalty structures, grey market premium manipulation, and the real role of merchant bankers in pricing IPOs. Using explosive case studies like Ola Electric, boat, PhonePe, Zomato, Paytm, Suzlon, and Maruti Suzuki, he exposes the red flags that most retail investors completely miss — and how to spot them before it's too late.From understanding how an entire city controls India's grey market premium, to why founder resignations just weeks before an IPO are a massive warning sign, and how to build a concentrated, high-conviction portfolio in today's market — this episode is a practical masterclass for every serious investor who wants to stop losing money in IPOs and start asking the right questions. Don't forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#JayantMundra #KushalLodha #IPOInvesting #StockMarketIndia #DRHPAnalysis #IPORedFlags #GreyMarketPremium #MerchantBanker #OlaElectric #Paytm #WealthCreation #StockMarketHindi
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The Dark Truth Of IPOs Nobody Explains! Kushal Lodha #328
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