Zomato Limited IPO Message Board (Page 49)

Its like Amazon

1. When that waiter has the potential to take new orders from new customers for potentially all hotels exists, that''s not waiter anymore. It''s like the Sales Department for thousands ( millions in near future) of hotels

2. When that waiter handles accounting and collects the money intake for thousands of hotels/restaurants, that''s not waiter anymore. It''s accounting department for thousands ( millions in near future) of hotels

3. When that waiter knows the customer details and choices but the hotel doesn''t know anything about customers, it''s not the waiter anymore. Its inturn owners for all those thousands hotels and hotels are limited to prepare food only.

harsh reality but true all those hotels you mentioned are nothing in front of that tech giant and it''ll get bigger and bigger. Margins of the hotels will keep declining (or remain constant best case) because they have a limit of customers they can cater inhouse but that waiter has no limits.

I hope it makes sense!

@Rohit Valuation has to make sense. Company might be great but valuations are absurd.

No doubt it is a great company and wonderful startup. 2500 cr Sales may be post pandemic it might reach max 3000 cr and asking valuation is more than 66000 cr. So it is asking for a market cap to sales ratio of 22 times and that too a loss making company. Think twice before applying.

Remember these:-

1. Buy a company at a fair valuation if possible below intrinsic value so that there is ample margin of safety.
2. Capital protection is more important then capital appreciation.

apply or not?

any borker who dose the buy sell....number plz

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