I feel that markets are currently ignoring valuations which are based on DCF and related models . May be sales growth rates , margin profiles etc are expected to show a dramatic positive shift over next few years . It may also hint toward a complete shift in customer preferences . Who would have believed two years back that Zomato will suddenly start clicking GMVs equivalent to D-mart and look much more promising . Way AI based models are currently attracting customers , quite possible that we see acute shortage of Data Centres to support the back end and for long time it becomes a sellers market .
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