Stay away from Paytm & Zomato; wait for right moment to enter Nykaa, Delhivery: Sudip Bandyopadhyay

Sudip Bandyopadhyay suggests waiting to see whether the long-run performance of businesses such as Nykaa and Delhivery and any significant changes to their valuations will occur. He also admires the cement industry, specifically Birla Corporation and Larsen & Toubro, and advises cautiousness with Paytm and Zomato due to their unestablished models. Additionally, he finds the intermittent selling of businesses to foreign-holding company parents from Siemens and ABB, respectively, concerning.