In Twitter thread , he was talking about cash and cash equivalents being very low…but this was in those 3 years only. Before that there has been around 20-25 cr cash and cash equivalent. In 2021 also it was 39 cr and in 2022 it was around 41 cr…as required by the Mckinsey study . So that apprehension is sorted out,i think
Disc- I have trimmed my postion from 6% to current 2.8% in last quarter…but not mustering the courage to sell the whole position. I fear that it should not happen that i succumb to all this negativity only to repent later that i lost a good growth company
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