Cambridge Tech is a 35 pe microcap (mcap 190 odd crore). I consider it a crazy valuation for a microcap; not surprised by the recent fall in its share price.
8k miles is growing at 100% run rate, has fantastic margin, but is available at 70 pe odd. Its AR looks superb. But haven’t studied it much because of its super valuation.
Kellton Tech is expected to grow fast, is not a microcap, is available at a decent valuation, that is what attracted me.
As far as SMAC is concerned, the whole world is moving towards it, and I find it good for early entrant like 8K/Cambridge/Kellton.
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