@hitesh2710 Sir, hope you are doing good.
I would like to express my immense respect yet again for your deep insights in not just momentum, fundamental, technical aspects of proven businesses but also the vision to see and assess the narratives of unproven so-called new age businesses.
I remember couple years back when new-age was the buzz word and plethora of such internet etc. related businesses were coming with stupendous narratives and then came the big fall when capital became costly and path to profitability became a question in all such narratives.
It was during this hype & middle of the fall that we were discussing some thoughts either in this thread or in some other investor portfolio thread when you had expressed some positive thoughts on business model and future sustainability of Zomato among all others. Most of other boarders were interested in the Nykaa narrative but you could cut the Wheat from the chaff
Two years down the line, among all such so called new-age firms, the real recovery has happened only in Zomato. Rest all proved to be chaff (at least so far).
(I was unable to find the posts where these thoughts were discussed, otherwise would have linked them here.)
Huge respect for the clarity of thought yet again on various aspects of Investing! I think you were born to invest 
Best Wishes
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