Zepto Dirty Secret | What's Wrong in Zepto's IPO numbers? (and whats Genius)
A Think School case study on Zepto's planned IPO, in which the narrator weighs the optimists' and skeptics' views on the quick-commerce company's growth, losses and valuation. He walks through order values, revenue per order, how advertising income per order is growing, and why he thinks there is a ceiling on ad income. Sponsor: Scaler School of Business, named in a mid-roll read about an 18-month business and AI program. PARTIAL COVERAGE: this note covers the opening, the sponsor read, the optimist and skeptic cases, the advertising per order section, the brand profit math, and the closing disclaimer, and does not cover every part of the roughly 20 minute video. All figures, valuations and projections are the narrator's own and are not independently checked. This is a summary and not financial or investment advice; the narrator himself says he is not a financial adviser, and the sponsor read is an advertisement.
Executive Summary (TL;DR)
A Think School case study on Zepto's planned IPO, in which the narrator weighs the optimists' and skeptics' views on the quick-commerce company's growth, losses and valuation. He walks through order values, revenue per order, how advertising income per order is growing, and why he thinks there is a ceiling on ad income. Sponsor: Scaler School of Business, named in a mid-roll read about an 18-month business and AI program. PARTIAL COVERAGE: this note covers the opening, the sponsor read, the optimist and skeptic cases, the advertising per order section, the brand profit math, and the closing disclaimer, and does not cover every part of the roughly 20 minute video. All figures, valuations and projections are the narrator's own and are not independently checked. This is a summary and not financial or investment advice; the narrator himself says he is not a financial adviser, and the sponsor read is an advertisement.