Hey everyone 
Just came across Jefferies’ top picks for the next five years. The list seems pretty thorough, but I haven’t personally jumped into any of those investments yet.
What are your thoughts on it?
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Interesting to see Zomato here! How much of this is because of Blinkit and overall growth of quick commerce? Do note that majority of Blinkit’s revenue growth is due to ads. Is this sustainable?
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Quite an interesting list.
I have investments in Axis, SBI, and Zomato in my portfolio.
Interestingly, I received an allotment of Zomato’s IPO and have been holding it since. 
Has anyone else invested less in any of these companies?
4 in my portfolio already 
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Holding Zomato since IPO allotment!
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