I was going through all the previous managment interviews and found that he always over guides and always under delivers. He was even bullish last year when there was high interest rate and supply chain disruptions.
However, I like the business model of the company. Also, the fundamental and the TAM seems to be positive.
My question here is what should one do with such kind of companies which delivers a good top and bottom line of around 25-30% but misses what it actuallly says.
Like should we just ignore it and just go by the numbers which are definitely amazing or should we give more importance to what the management says.
Can someone please give their thoughts on this? I hope you understood my question!
Also, I am a learner and trying to gather your opinion so that I can expand my knowledge.
disclaimer : Not invested. Tracking.
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