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The Zomato IPO: A Bet on Big Markets and Platforms!

Musings on Markets

Restaurant Raw Material : In 2018, Zomato introduced HyperPure, a service directed at restaurants, offering groceries and meats that are source-checked for quality. The service was initiated in 2017 and it had 1.5 Zomato's platform has the benefit of large numbers, but it falls short on both intensity and proprietary data.

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Data Update 1 for 2021: A (Data) Look Back at a Most Forgettable Year (2020)!

Musings on Markets

Consider, for instance, an investor who picks stocks based upon price to book ratios, who finds a stock trading at a price to book ratio of 1.5.

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Good (Bad) Banks and Good (Bad) Investments: At the right price.

Musings on Markets

Consequently, you can only value the equity in a bank, and by extension, the only pricing multiples you can use to price banks are equity multiples (PE, Price to Book etc.).

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Buy the Dip: The Draw and Dangers of Contrarian Investing!

Musings on Markets

As a constrained contrarian, you are hoping to avoid value traps , every value investor's nightmare , where a company looks cheap on a pricing basis (low PE, low price to book) and proceeds to become even cheaper after you buy it.