Hitesh bhai you have mentioned that Avanti Feeds and Kaveri seeds are two of the stocks that you have owned before and were your big winners. They are currently out of favor with stock not going anywhere. You have mentioned that when stocks of sectors go out of favor it sometimes takes a lot of time for them to get somewhere. It happened with ITC also which has somewhat recovered.
Fundamentally I see they have improved their business strengths and survived and grown over multiple cycles now. Kaveri seeds has now expanded over multiple segments and geographies reducing its dependencies on single crop. I see Avanti Feeds in a sector which has good long term prospects as Ocean Fish yield world over decreases due to over exploitation aquaculture and specifically shrimp farming has a long runway of growth.
With valuations being fair for these two what is your view on these companies. DO you revisit your earlier thesis.
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