Quick Commerce Companies

topic on 1 show · 1 statements across 1 episodes

WTF is with Nikhil Kamath

1 statements about Quick Commerce Companies, every show

WTF Disclosure
Kamath passed on quick commerce because current valuations are too expensive
“At the end of the day, as an investor, I look at companies as a multiple of the EBITDA or net cash that they're throwing out. In today's equation, I find them expensive. Hence, I have not invested.”
Nikhil Kamath Mar 3, 2025 ▶ 3:21:36 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath

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