Watch this before investing in Swiggy IPO | Ep 41

"I won't be surprised if dindar comes next quarter and says we are Abit positive on blinket and that will make the share price go up again"

"I think the answer is definitely yes but not immediately same if I look at zomato they were also negative this guy is also negative this guy's minus 2,000 CR negative by the time you come out with an IPO he will be even slightly better he might be minus 1,800 CR but he'll still be minus he's not going to turn profitable like why why will that IPO help him to lower his losses see before IPO they always reduce their cost they look at their entire profit and loss statement and they'll be like where can we cut cost where now we have to go towards profitability if he's negative he will not get the premium he wants from the market and the founder is now going to keep his shares the VCS will exit now it is the founders game and he wants to grow his market cap he wants to come close to zato he will become profitable eventually it is an inevitable game but how many quarters will it take that's the question"

"I feel it is not profitable and there is a chance that listing will happen gain will happen but immediately after the gain I think there will be a small I in my opinion there might be a small correction and if that happens then if you have invested in the unlisted Market you are at high risk because 6 months if it goes down like zomato like 73% you're finished"

"I've heard that now lot of competition is coming in the quick Commerce business oh really yes Amazon is entering it they finally realized that you know oh this is going to become a problem for Amazon India right Amazon India Amazon India because he is catering to this market so Amazon's coming up I think Tata is now going full quick Commerce instead of having bb bb daily was there but now they're going full quick Commerce so mult and goo is coming out with it geom they apparently failed but they're now coming back again so if these three they failed with the goomart only they tried geom it didn't work out well dunzo dunzo is theyve not theyve not going ahead with dunzo they should have in my opin but they're not investing more into duno they're taking it as a but if more competition comes in the thing starts getting split what about flip cart flip cart is not doing it flip cart started minutes flip cart started minutes in fact there's a fun uh report that came out on UBS um it was called evidence lab by UBS which showed that Flipkart versus zomato Flipkart all the same products if I'm ordering a cup let's say Nescafe bottle right it is 10% cheaper on Flipkart compared to zomato oh they figured out the supply chain better either they figur out supply chain better or the commissions are lower in flip cart compared to this or they're doing a new market pricing where everyone now like me and you are talking see it's 10% cheaper in India that works a lot burning money yes eventually they'll come back up to it but everyone is now entering the quick comers game so that is going to be one of the biggest problems"

"I feel this one new problem is going to come very soon which is regulation you know regulation will come in I feel it has to come not just quick Commerce I think food and quick Commerce it will come because every time an industry does well in India regulators one tax will come somewhere or the other something will come right we saw that with every industry fintech to literally died because of this and I think food delivery has not had that problem and now if they start taxing heavier on eating out or you know going out or whatever which anyway we taxed a lot I think that will start becoming an issue"