One should focus on EPS as they are doing lot of equity dilution. As I stated earlier, I think the moat of this company is relation with government / politics !! I don’t think there is any entry barrier for this business, if business is so lucrative, many brand hotel business might have entered in this tent business.
One should always keep enough margin of safety while buying such company.
Sage One entered keeping good margin of safety (at less than 500) (and reduce holding at peak valuation). But for retail investors, FOMO will hurt
Disc – Not invested
| Subscribe To Our Free Newsletter |
