I could be wrong, but I am sensing you are looking at the business from your profession perspective. It is not incorrect per se, people give a lot of thought about the who run the business, and at times, it even becomes a very important reason to invest or not to invest, for example when there is visibility of succession in sight.
But your questions to me seem to be asked because of your education, despite reading the whole thread. My limited answer to your questions is that look at the people and their decisions in the context of the business, look at the business, its growth, its profitability, its expansion, its limitations, valuation given by the marker over years, institutional participation etc.
You can even get benefited by understanding about the people who run the business, but even then business comes first, they cannot defy the nature of the business, particularly with CCL like FMCG businesses, wherein the end users’ psychology plays a part in the growth of the business, but this has to be reflected in the numbers, because we may be right, but we don’t move the price, we go along with the price.
Consider my reply as learning.
Not invested in CCL, look at it occasionally.
| Subscribe To Our Free Newsletter |
