Quick commerce companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 3, 2025 by Nikhil Kamath · across every show →

Everything said about Quick commerce companies, oldest first

Mar 3, 2025 bearish

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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Quick commerce companies

Everything said about Quick commerce companies, oldest first

Turn any episode into a week of clips.