Respect your opinion. I personally felt that presentation came off a bit as giving justification for missing the bus. I say it because they were clearly ignoring the low base that many of these small caps offer atleast before the space ended up becoming a bubble.
They ended up owning mega cap IT stocks (like HCL and Tech Mahindra) instead of small/mid sized IT businesses which are still growing at good pace.
And some quality small caps do end up becoming midcaps (or even large) rather than staying small forever.
Nevertheless I continue to stay invested with them, because nobody can get it 100% right in the markets so long as they can keep the strike rate above average.
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