Its a good read and a simple yet effective way to look at high PE companies…
Big IF as per my personal experience is the management. Here it is the House of Tatas while in many other retail, ecommerce firms it was just hype.
I had been eyeing Trent ever since 2012 onwards all the way around 100…didnt pick it up because of high valuations as I was a novice. Finally didnt miss it at 500 and was able to top up at 1000…still feel the bucket was just half full…
Disc: Invested hence highly biased. Not a buy/sell recommendation. Views only for academic purposes and I can be wrong in all my assessments.
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