@Avnishah1008 But I just want your thoughts on a few points -
When is the breakeven for these investee companies (constant investment in cash-burning startups such as Zomato, 99 acres, etc)?
I followed their 2-3 concalls in FY19 and each concall said higher market spend to be done.
When is the breakeven for these investee companies (constant investment in cash-burning startups such as Zomato, 99 acres, etc)?
I followed their 2-3 concalls in FY19 and each concall said higher market spend to be done.
@Avnishah1008 Also while, the food delivery space has become a duopoly (zomato+uber eats, Swiggy) but other investee company sectors of real estate, education, matrimony see a lot of competition. So what do u think of the competitive landscapes and valuations being given by info edge to them.
@Avnishah1008 I m interested by their business model and just want to learn more about the business and hence i asked those questions. Kindly do not take otherwise. And i don't want any fancy models, just want to hear your thoughts. Thanks in advance.
