CMS info comes across as a good company with a good business model. I had a look at it earlier and found it interesting, but found other options to be better and hence gave up the idea.
@pcygnii In case of Dlink, the thesis was improvement of margins in an otherwise low growth business. But q4 results were a big disappointing. Since company does not give out any details, the wait will have to be till the next annual report and/or next AGM.
@kanishak I don’t track caplin point.
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