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What if you had Invested in Indian Unicorns?
At the inception of 2021 we started keeping tap of the valuation of all Unicorns in India, subsequent funds raised and the hike in...

Kartikeyan Khator
Jan 14, 20221 min read


Do you have an appetite for Zomato's IPO?
Food bearing, discounts lading, Zomato dressed in red-and-white like a Santa Clause has not only been a darling for its customers but...

Ritwik Khator
May 31, 20214 min read


Swiggy vs. Zomato
After having done high-level deep diving into the idle capacity, idle fund, break-even, supply chain, advertisement costs, investments &...

Ritwik Khator
Jul 31, 20202 min read


Socially Responsible - Swiggy or Zomato?
The Unicorns’ efforts of creating a sustainable business will remain incomplete until their work also reflects a socially acceptable...

Ritwik Khator
Jul 31, 20202 min read


Investments & Acquisitions by Swiggy, Zomato
SWIGGY Kint.io: Acqui-hired founders to enhance its artificial intelligence capabilities Maverix: Maverix sells ready-to-eat and...

Ritwik Khator
Jul 31, 20201 min read


The Big Fat Advertisement Cost of Swiggy & Zomato
The marketing cost/revenue ratio of both the companies is rising. This means that technically the product offering is still in the...

Ritwik Khator
Jul 31, 20201 min read


Swiggy & Zomato - Idle Capacity Analysis
If we consider the ideal time of delivery to be an even 30 minutes and another 30 minutes of switching orders (on the higher side), it...

Ritwik Khator
Jul 31, 20201 min read


Food Delivery Segment hustles amidst the pandemic
Back in January’20, when the foreigner UberEats got acquired by the indigenous Zomato, we all allowed ourselves a smirk. UberEats’...

Ritwik Khator
Apr 30, 20203 min read


Grocery Delivery booms amidst the pandemic
Welcome to the alternate world where the things are looking up as usual! What? You didn’t think that’s possible? Well, TBH we thought so...

Ritwik Khator
Apr 30, 20203 min read


Food Is In the Air: Cloud Kitchen – The Next Big Bet
Confession: The entire editorial board of this newsletter loves food! Bigger confession: Due to our unapologetic craze for startups, what...

Ritwik Khator
Feb 29, 20202 min read
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