Staff Engineer

I used to work at Zomato. Left zomato while share price was ~ 50, had substantial esops at that price. Additionally I sold off most of my esops at an average price of around 70-80. I am having peanuts in comparison to what I could have.

Ah fuck 
 Damn, that is sad to hear. What made you sell early?

Corporate Strategist

Software Developer

Congrats, you deserve to celebrate. 
 Your next goal should be - My next high conviction bet should double my annual salary. If it's not, then you are not right sizing it. 
  
 I also started investing in Zomato from 45. But my last cheque was at 150. Couldn't build the confidence to double down after that and regretting it maasively now.  
 A 1.5x on 10X is better than a 4x on X

Business Analyst

Your portfolio allocation on a strong conviction bet is not great.

Finance Consultant

I still regret selling my Zomato at 90 and IRFC at 24 😭

Program Manager

I sold at 130. Booked 2x profits so nevermind. Notional wins and losses will always be notional

Senior Data Engineer

Product Manager

Software Engineer

Had originally bought at 5560 levels. But believe in Zomato, so doubled down at 180. It looks amazing on portfolio now :)

Welcome to Personal Finance's Private Community

Had originally bought at 55-60 levels. But believe in Zomato, so doubled down at 180. It looks amazing on portfolio now :)

Had doubled down on Zomato recently at 180 rupees when people were bearish, loving it 📈

Had doubled down on Zomato recently at 180 rupees when people were bearish, loving it 📈- Grapevine

Bought a bunch of Zomato stock at 60, ~3 months back. Sold a lot of it at 97 today. Feel happy.

Only if I wasn't broke and brought more

Backend Engineer

Welcome to News Discussion's Private Community

Sharing more context on what is driving this in the comments section 👇🏻

Zomato stock at all time high again 🚀

Looking for price prediction for 6 month, 12 month period.

Poor mutual fund investors.

The Fall begins

Welcome to Office Gossip's Private Community

All Zomato employees including me and 3 more close friends dumped all our shares we got and bought after recent price hike.

Zomato employees dumped their shares

Business Development Manager

Are you guys buying more Zomato stock?>

Operations Manager

Welcome to Indian Startups's Private Community

I have saved up close to a lac from my Internships, will be starting FT soon. I was thinking of YOLOing my entire savings by buying Zomato shares.

I really believe the company will grow multifolds in the future, also I won’t have qualms if they don’t do well and I end up losing my money.

I feel it’s better to take a bet on this as the money isn’t really significant and is better used if Invested somewhere. I might just end up wasting it buying AJ1s, Airpods and all that expensive stuff.

What do you guys think about this? What’s your view on Zomato’s future?

PS- No Index funds, MF advices pls. I’ve done enough research and will Invest once I start getting monthly salary from my FT Job.

Zomato - Long term stock or a Fad?

Founder

Zomato delivered another great set of results. Now they are adding 250Cr cash every quarter.
The company hit two benchmarks this quarter according to my calculations, 50,000 Cr worth of orders (4x Q3) and 100 Cr orders (4x Q3), and these are growing 25-30% year on year.
Why is this interesting? As some of you might know, they have started adding platform fees to the orders. Even one more rupee of platform fee will add 100 Cr to EBITDA. So, if they increase fees from 5 to 10, that's 500 Cr more EBITDA every year.
 
Now, If you look at this quarter's results vs last quarter's results, they have added ~3600 Cr of order value, and made 380 Cr of EBITDA (this does not include Events). Which means they are making 10% as EBITDA. In next 3 years, if Zomato doubles their order value to 1,00,000 Cr, and even make 8% EBITDA, this could mean 8000 Cr EBITDA (almost 1 billion dollars). What markets will give as multiple on this, is guess work. Could be 25-40x (Don't hold me on this). Hence the stock looks undervalued from a 3 year lens

Zomato - Interesting Juncture

Zomato logs 2nd straight quarter of profit at Rs 36 crore in Q2, revenue up 71%

https://www.moneycontrol.com/news/business/startup/zomato-logs-2nd-straight-quarter-of-profit-at-rs-36-crore-revenue-grows-71-to-rs-2848-in-q2-11659321.html

Overall well positioned now.

Zomato Results

Food tech market is 50B+ ( duopoly)

Most of my friends use swiggy for everything like food, groceries and dine out.

They say Zomato sucks in ui ux and 3rd grade restaurants are there at Zomato, swiggy is better at offers and quality restaurants.

Zomato peak stock value was 180inr, which makes it a 15B firm, by that logic swiggy can get even 20B ipo.

PS - Baron capital already raised swiggy valuation to 13.9B usd

What do u think guys?

Swiggy valuation $15B ++

Senior Consultant

Zomato is on a roll!

Consultant

This may sound like a dumb question, but why do these companies fire just before the IPO? isn't an IPO a good thing? More cashflow. Shouldn't they be taking care of their employees who made it reach there?

What exactly is the thought process behind this mass layoff before IPO?

Swiggy possible layoffs

Analyst

I placed an order on swiggy from Meghana’s. The order was of 1700 and I was trying to order one more item and cancelled the order by mistake. I cancelled the order within 1 min but reached out to support team for the refund. 

The cancellation button on the order has this little 4 bars which I thought was the allowed time to cancel an order. And if I remember correctly there was a dark pattern where there was no additional confirmation to check whether I’m okay to cancel the order with the entire amount as penalty. 

If they had asked or pointed out that the full amount was going to be levied as a penalty, I would have chosen to get this delivered. 

They had charged entire bill amount for cancellation and responded saying this is according to the police. I tried to understand how charging entire amount is reasonable. I tried making them realise that even if they had charged 500 rupees I would understand the charges. 

Later they asked me to write an email regarding the same. I wrote that email and now I have got an update that they won’t be able to refund any amount. 

This is Meghana’s biriyani, and it was almost within 1 minute and they charge the entire fucking bill amount. I am still okay to pay a cancellation charge if the food was prepared or was on the way to deliver but full amount for within 1 min. I truly hate how these fucking companies choose to be so callous towards both employees and customers. 

I always believed that most companies are empathetic towards customers and employees but I guess I’m wrong. 

From the bottom of my heart, 
- F*ck you Swiggy!
- F*ck you for being insensitive towards customers 
- F*ck you to your policies that makes a customer suffer 
- F*ck you to taking away a customers money and hoarding it with the restaurant for zero service delivery 
- F*ck your leadership team for using profitability as an excuse to hide behind shitty customer experience 
- F*ck your strategy and legal team to devise those cancellation policies

F*ck you Swiggy!

Welcome to Fintech India's Private Community

was looking at the financials of Zomato.
It's profit roce etc has been negative consistently still the stock price has been increasing throughout the last year.
Have recently started fundamental analysis of stocks and so just Trying to make some sense of it.
Can anyone explain in such a scenario what other factors should we look into ??
I see there's about 50%+ holdings in it by FII. What do they look for before investing heavily in such a company ??

ZOMATO stock 🚀

people are wayyy tooo emotional about these things that companies know very well how to take advantage of it now.

companies have been doing it since ages, only the way to do it has changed.

almost everything around you is the result of someone doing some kind of marketing and playing with your emotions

Why do people keep falling for this ?

and that too zomato which is notoriously famous for it marketing tactics.

Had doubled down on Zomato recently at 180 rupees when people were bearish, loving it 📈

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