Thanks Surender, Great Conversation. Forcing me to relook and again delve deep into the business. I agree that market may keep companies at significant overvaluation for long times. But in this case difficult to sense or consider that it is fairly valued at this price point. I honestly do not have any idea or special insight that may answer your query.
Off Tangent:- The sports retail sector gives a fair example of what you mean by hidden insigts. 50% CAGR growth across companies as mentioned below. Did anyone anticipate and understand how to adjust this kind of growth. There are various aspects that are difficult to analyse as retail investors. This maybe the type of hidden insight or anticipation that market has that we don’t.
Sportswear brands ride the athleisure wave, double India biz in two years (business-standard.com)
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