Guys,
Many have asked for detailing what is the risks/concern involved with the above cos. Frankly speaking, I dont have the required expertise to understand the intricacies/dynamics of ISMAC business. What I know from the macro front is that ISMAC is the next big trend in IT.
Kellton, to me, is a pure “earning momentum play”. I have no idea about their moat, their strength/weakness, and that I think is the biggest risk.
But I feel it will be rewarding to get latched on it till the growth persists (They have another name for it, Transient Multibagger)
Regards,
-Subash
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