Hello,
Spoken like a veteran, surely.
Appreciate your views.
Now, I get that turnaround story.
On the topic of the zoho analogy you shared.
I understand, but that is already known and by everyone by now >> hence priced in the current valuations.
Or do you believe this future growth potential is still not factored in correctly ?
This is based on my readings of the intelligent investor and buying names with margins of safety.
Do correct me if my understanding is wrong.
Here to learn.
Also, no I am not invested. Found the business interesting based on my own idea of the future of IT and India.
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