New Delhi, Feb. 14 -- "I haven't come across a single household that does not use Zomato or Swiggy for ordering food and groceries. I am telling you, the growth runway for these stocks is huge."

This was my ex-head of research sharing his opinion over a piping hot lunch of tandoori rotis and paneer butter masala.

He was ruing the fact that he did not buy Zomato for his fund when it had fallen to its all-time lows in early 2023.

His only problem was that he didn't quite understand how to value a stock like Zomato. Nevertheless, he was confident that a "buy and forget for 10 years" kind of strategy may still work quite well for the food delivery major.

After all, there's every chance that Zomato would be creating new sales records 10 ye...