I know Zomato is trading at a premium valuation. It’s the only highly valued stock in my portfolio, and one of the reasons I’m bullish on it is because of the management.
I read a recent blog post by Manas in which he talks about how Deepinder is great at figuring out what to do at each stage of the S-curve of a business
Link to the full post here: S curve stacking | Manas J. Saloi
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