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Why Samir Arora would rather bet on food delivery companies now
Samir Arora, Founder of Helios Capital, is focusing on high-growth sectors like food delivery, exemplified by his investments in Zomato and Swiggy. He believes these companies have the potential to grow at 30% for the next few years. Arora is avoiding companies that have recently disappointed, arguing that their bull run is over and their excuses are unacceptable.
