paytm: Samir Arora on why it makes sense to hold Zomato, Paytm for now
Samir Arora, the Founder of Helios Capital, is not actively searching for new multibagger ideas, though he has previously profited from stocks such as Zomato, Paytm, Adani, and IDFC First Bank. Currently, he is waiting until after earnings season before considering investing in Indian IT, such as Infosys, as he is concerned they may disappoint once again. Although he didn't expect the run-up seen in Zomato and Paytm stocks, he plans to hold them as long as there is no sudden negative impact.
Source: indiatimes.com