Zomato, Paytm, PB Fintech: Is it time to re-enter these high-beta stocks? Dipan Mehta answers

We need to be very selective when it comes to software companies and focus only on the companies which have demonstrated that they can grow at the mid-teens and not at that typical 8-10% type of growth rate because companies growing at 8-10% top line will never give superior returns over the longer period.