The much awaited Zomato IPO is finally here. I was so eager to read this RHP that I got through it in just one sitting & converted my insights on the space into a blog in less than 6 hours after its release (some experience analyzing similar firms in the US came in handy!).
We've analyzed the market place models, the operating and financial metrics, the moat and path to profit, and the unit economics in quite some detail. Do check out our blog and let us know what you think.
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