Must say I was tempted a little to begin exposure to Zomato in recent plunge but still could not convince myself even after the crash …
The strategy is not clear and decisions too aggressive for my comfort like recent acquisition…
Add to that, the constant news flow where we read that either partner restaurants or delivery agents are not happy or at receiving ends plus no serious player with scale wants to partner with them…either they want to develop their own delivery ecosystem or partner with more economical pure delivery people/companies…
In such case, honestly I do not understand the moat or runway or leadership benefits which other experts see…still on lookout…
Disc. Above thoughts only for academic purposes and I can be wrong in all my assessments.
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