Rahul Jain, Director at Dolat Capital, indicates that Swiggy may face profitability challenges due to increased competition in quick commerce. Although Swiggy is making strides in innovations like 10-minute deliveries, it trails Zomato in execution and profitability. This gap may keep Swiggy’s valuation significantly lower than Zomato’s despite potential market share improvements.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,
August 29, 2026