Finding Outperformers

Finding Outperformers

Home
Quick Commerce
Banking
Real Estate
Power
Startups
Chat
Archive
About

Zomato

Zomato: Time to Look Beyond India's Top 5%
Why China's Food Delivery Market Operates at a '30X Bigger' Scale Than India
Sep 20 • Aditya Grover
Can Eternal create India’s first successful social app?
India must own its digital social future & Eternal can make it happen
Aug 17, 2025 • Aditya Grover
A Sweet Spot in a Complex Web
What the market liked in Eternal's results & what investors should look for next?
Jul 27, 2025 • Aditya Grover
India’s Labour Advantage is Slipping
Why are real wages now set to rise in India?
May 11, 2025 • Aditya Grover and Kinjal
Why Zomato needs an AWS moment?
Shifting gears from operational-heavy businesses to a tech-led model
Jan 5, 2025 • Aditya Grover, Jay Ingle, and Nimit Chhugani
Q-commerce v/s Kiranas
Will the trio 'Blinkit-Instamart-Zepto' mitigate potential regulatory risks?
Nov 17, 2024 • Aditya Grover and Harsh Jindal
Evolution of Zomato's Ownership
Rising share price may signal price discovery, not euphoria
Sep 1, 2024 • Aditya Grover
Hyperpure: Zomato’s Strategic Engine
Blinkit is silently winning the supply chain game
Aug 11, 2024 • Aditya Grover and Anuj Garg
Survival of the Quickest
Can Blinkit conquer the Quick Commerce battleground in this ferocious phase?
Jun 16, 2024 • Aditya Grover
Fast, faster, delivered!
A consumer’s experience driving an investor's writeup
Mar 31, 2024 • Aditya Grover
© 2026 Substack Inc · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture