Vivek – staing on with Tata Elxsi I will just reiterate that we are in living in an inflection point so as to say where in there would be lots and lots of disruptive changes which are going to take place in near future. Companies like Tata Elxsi are in suddenly finding themselves in sweet spot and inventing new avenues everyday for growing up thier business. There could be a lot of explosive growth going ahead and they are in right space. For such business conventional way of valuing them may not be right – they could take over lots of tech starts ups, medical industry may be a big game changer for them. So its a very very interesting space to be in. Sadly I have only 100 stocks now.
For the same reason I bought into KPIT and now looking into intellect design arena which is again in sweet spot in digital banking services which may now another big disruptive area.
Will react to Kaveri seeds by night – needs to go over this yr annual report first – my gut feel such a price damage is happened due to huge IDFC selling.
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