Mostly in stocks like calcom vision. Many a times you will be able to see re rating on basis of certain good quality parameters. One of those parameters is “Terminal value”. With amazon choosing Calcom for LEDs that means the terminal value has increased. Second one of similar parameters could be “Optionalities”, Calcom has LED background as of now. BLDC motor is one optionality that brings in new verticals into the picture ie BLDC Fans. Also, as they gain experience with clients like amazon and M&A for BLDC motors they can bring in operating leverage and operating efficiency. So just evaluating on one parameters might be more injurious. Keep your exits in place by designing the anti thesis. This has helped me with many multibaggers. One can’t exit at top and definitely can’t time bottom in all PF stocks. So stick around – stock price has definitely moved from 138 to 170. Look at the business and not the stock price to decide on bigger decisions like selling.
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