Companies with 20%+ growth guidance for next few years

Did a little bit of digging in about TAC Infosec:

  1. Topline of the company is 11.6Cr out of which 31 percent is employee cost which translates roughly to 3.7Cr. LinkedIn lists 210 people as its employees out of which around 80 of them are overseas, with the US forming a good portion of the overseas employees. How can one manage such a workforce in a technically niche domain with a sum of 3.7Cr? Bro is on a global noble mission so charity work naturally comes to the mix.

  2. Couldn’t find a single techtalk from Trishneet Arora on the internet. I am from the same field(not cybersecurity or Infosec per se) and I find this surprising. He doesn’t want to scare us mortals or rather bask in the glow of his unparalleled brilliance

  3. Their CTO has an experience of just 4 years, he was appointed the CTO just a few days back and, around the same time their CFO resigned. Investors would hope he is another prodigy in the making.

  4. Watched Mr.Arora’s interview with Raj Shamani here: https://www.youtube.com/watch?v=JiNHP5ZwiaI
    Tall Assertive but unsubstantiated Claims(TAC):

  5. He initially says he reported the ATM withdrawal scam and then later he says he helped the govt find those people. Does his own withdrawal there.

  6. Hard to believe the US government took help from a little known Indian ethical hacker, same with Google. It’s like aliens are in the US and they dial Chacha Chowdary, Avengers etc can’t help.(Fans please excuse the pun)

  7. Claims “Almost every Indian Startup is his customer”. Doesn’t reflect in the topline though. Maybe he is returning the charity favour mentioned earlier.

  8. Claims his product is the highest priced in the entire market. According to McKinsey it will be more than a 200 Billion USD market by 2025 and eventually could present a $2 trillion opportunity. With such a huge TAM and having the highest priced product why is the revenue only 11Cr? Isn’t that a joke by itself?

  9. In the interview, he says there will be a crash in the market Worldwide soon. I thought he was an infosec guy. Doesn’t ascribe the crash to anything that has anything to do with economics but just his gut.

  10. Earlier in the interview he emphasises on how important data is, I think he even quotes the ‘Data is the new oil’, but then changes TAC in between and then delivers the most profound business gem: Business data se nahin chalta he, feeling se chaltha he. I have a feeling ki this business nahin chalega. I could be wrong, it’s just a feeling.

  11. The interview is full of rhetorics, there was not a single claim that can be verified. I will stop here commenting about the interview for the sake of brevity.

  12. A few days back I watched Joe Rogan talk to Ryan Montgomery(ethical hacker) watch it here;https://www.youtube.com/watch?v=3_tZ7i1j3Tg and contrast this with the earlier interview. Felt like comparing a toaster to a time machine.

  13. Read an article on their blog, this one here. Good details but the horse’s mouth is here. It looks like a rehash.

  14. There is not a single compliance certificate listed on the website. There is no pricing information either.

  15. Vijay Kedia is not listed in screener.in, maybe he has very less stake.

This also puts all the 35 under 35, 30 under 30, 40 under 40 in a bad light, even Raj Shamani. He has a host of these business awards but not a single techtalk or a tech certificate to show.

The current CTO has a degree from Institute of Information Security and they may actually ‘have’ a product. I could not find any information on the web that can be used to ascertain that Mr.Trishneet Arora is what he claims or about his product. Things don’t add up for me. I am from Bangalore and we had a drone guy named Prathap who made tall claims but was never able to substantiate, Mr.Arora may actually be the foremost expert but I didn’t find enough reason to believe.

P.S: Forgot to add this. I have a good idea about how NPCI secures UPI transactions, still I asked somebody knows all the intricate details about UPI implementation. He said his claim is like saying - "Since I own NIFTY index fund I am driving India’s economy forward.

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