Hitesh portfolio

@hitesh2710 ji Hope you are doing good.

I needed your thoughts on business models, future growth prospects & relative valuations to their own historical valuations of two very well known companies – Dmart & Asian Paints. Both have been hammered pretty badly, rightly so, after their bad quarter results and commentary.
No doubt business is facing stiff long term challenges for both and in new enviornment of say quick commerce for dmart & competition landscape plus product mix/demand situation for Asian Paints…do you see the disruptions big enough to destroy their existing business models and kill growth for next many years? Do you see them getting derated more (scope for derating never ends)?

In short do you see the headwinds temporary (temporary can again have different time frames and if someone is looking over a decade timeframe, 2 years may also be temporary) or the issues faced by these companies are very worrisome & can impact the lifecycle of their business & leadership?

Thanks!