Its a consumer business company like Dabur, Titan, Nestle etc with double digits volume growth and management aggressively focusing on increasing TAM. One can clearly see revenue growth opportunities in the medium and long term. PE ratio can keep fluctuating in the short term ( check Titan, nestle etc). I am holding 20% allocation and it is 2x …with no plans to offload as long as growth is sustaining.

yes – that’s an unorganized sector.

They are not able to build a basic scooter well nor service it and they are making launches every other day. EVs are supposed to be so much simpler to fix and need almost no maintenance despite which this is the scene –

I have witnessed 2 big fights recently at Ola’s experience centers in person where one guy loaded his s1 in his car’s boot and dumped it right in front of the showroom followed by a ruckus, I own an Ola S1 pro which I have ridden less than 2000 km in more than a year despite which there are so many tiny issues that I have lost faith in it and won’t give it to any younger member of my family.

A company is built on satisfied customers who bring in more customers by word of mouth reducing marketing costs and eventually making the company highly profitable, here the scene is completely opposite, maybe that is why Mr.Agarwal doesn’t know when will the company turn profitable.

I am also amused by how the bikes are being launched right after the IPO to keep the heat on and push the stock prices further up.

Yes sir there is no doubt that HDFC Bank is far bigger than APL Apollo in every aspect.

I have a different preference for companies like HDFC Bank, Reliance, TCS, ITC, LT etc. they will be included in my long term portfolio but not in stock SIP.