I remember pointing out this foundational flaw in the business around peak valuations i.e this is a shuttle-cock business. That this exists cause no one wants to do it. Now, it does open up an opportunity, but barely, as this also severely limits the growth ceiling.
But it seems the comment was flagged and removed.
Not saying I am a great analyst, but it does help to step back and see whether the business itself makes any sense or not. This business does not make sense and only exists at the whims of the partners. Its in the nature of the middlemen to exist and disappear faster than they appeared.
Would surely have saved many the correction and the pain.
Please I ask all members of this forum to step back and take a look at this business itself – not the air travel data, not how many airports are getting built, not Indian’s 5T growth.
These themes can be easily and with lower-beta/volatility can be played with much future-healthy names – and small cap space.
Edited to add this :
Rest is all in your individual hands.
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