NAOV
NanoVibronix, Inc. Common Stock
stock NASDAQ

There's a stronger tailwind imo. The demise of Zepto.
It's pretty clear that Zepto is struggling. With quarters worth of runway and IPO getting delayed, it seems to me that it won't be able to keep up the irrational pricing for long. Either it mends its ways or gets acquired. Either way the discounts come to an end and Eternal/Swiggy make bank.
However, for Swiggy there are some problems.
* It's not expanding to t2/t3 cities where the next growth will come from. Its CM control came at the expense of growth. It needs to grow a lot more if the management is to meet its target.
* NAOV and other metrics show not much improvement, if any.
Disclaimer: Hold Eternal.

There's a stronger tailwind imo. The demise of Zepto.
It's pretty clear that Zepto is struggling. With quarters worth of runway and IPO getting delayed, it seems to me that it won't be able to keep up the irrational pricing for long. Either it mends its ways or gets acquired. Either way the discounts come to an end and Eternal/Swiggy make bank.
However, for Swiggy there are some problems.
* It's not expanding to t2/t3 cities where the next growth will come from. Its CM control came at the expense of growth. It needs to grow a lot more if the management is to meet its target.
* NAOV and other metrics show not much improvement, if any.
Disclaimer: Hold Eternal.