Yeah, but that was due to one of their vendor evading GST and such. Antony directly had nothing to do with it.

I was mentally comparing Antony with Krsnaa Diagnostics today for the only reason that they both derive most of their revenues from B2G contracts, there is of course no other overlap in both the business. So when I look at both the companies, the market is valuing Krsnaa better than Antony even though Antony has better RoE and RoCE.

And another thought that stuck me was the recent events of Krsnaa wrt the income tax search. I saw some commentary hinting that you could not win business without “blessings and prasad”, so was wondering would that be true for Antony as well. And if yes, at some point in future the similar events could unfold in case of Antony too.

Thinking what to do.

Disclaimer: Invested

That point is valid but does not handle company specific risks. Also, as a retail investor, you are hardly likely to be able to judge 10 companies from 10 entirely different sectors with equal amount of efficiency or accuracy of judgement. For example, I do not understand the banking sector as well as I do the Pharma sector(that too not well enough ) or the QSR sector.
IMHO, lots of very good investors have written very good books about investing …but all of them are not suitable for same style of investing or the same person .If I had crores to invest and I were already wealthy, I would be happy with 15% return and I would invest in sector leaders. Not much research is needed to buy Asian Paints\TCS\reliance\HUL or the likes. Its much easier to hold them and never sell as well and many people do it successfully.
Things become difficult when you buy relatively unknown stocks and they do not perform immediately (even businesswise) and a bear market starts .People like Buffet will say just buy more and he is absolutely right but it is very difficult all the same in practice. Its like reading about Dravid’s forward defensive stroke. You may read all about it and even practice at home , but playing it successfully in different conditions and against different bowlers is an entirely different ball game .
So with all due respect to Fisher, Buffet, Mayer et al , one should not follow all these stalwarts at the same time . Too many cooks will surely spoil the soup . Its much more important to know oneself(temperament, mental biases and weaknesses) and invest accordingly . This self awareness will not come all of a sudden or by reading books(they can help though - Parag Parikh will do…no need to read Kahneman or Taleb), it will only come with experience and introspection about ones own decisions(why I bought so soon… why I sold in panic , why could not I add more at higher prices etc. or why did I buy so little of it) .

Hope below answer helps

1. Oracle is a major player in bank software market. and support is ok but not the best. So hugh scope for ofss growth

2.yes, ofss is moving to cloud and other architecture. recently they added a moduoe for blockchain

3. Yes Oracle corp have a good profit from Ofss

4.Recently many of my contacts were part of big corporate projects in that north America region

I am confident ofss share will grow in coming future. Also good time to buy now