All fair points. I am not sure about the relative underperformance of Aavas – unwilling to compromise on risk (positive) or execution issues (negative). Blaming tech issues for the recent growth makes me uncomfortable <tech change should not come at the cost of tens of crores and losing market share, they could have just run a pilot to stabilise the system before 100% rollout>
I would prefer a company that is willing to sacrifice revenue to limit risk, which is what Aavas seems to be doing. But I agree with you that there are so many good options in the sector, albeit at a higher valuation?
| Subscribe To Our Free Newsletter |
