It would be good to also mention the source, otherwise anyone could be posting things which might not be accurate.

They are Industry 5.0 compliant and have explained that out of 24 hrs, 20 hrs is done by their machines and is automated, only for assembling part they need few people.

A wonderful video of Mohnish Pabrai’s talk at Flame University. He starts the talk with an analysis of the valuation of Varun Bev relative to other Pepsi bottlers. It would be great if fellow boarders and seniors could share their thoughts.

FLAME Investment Lab | Mohnish Pabrai on ‘The Education of a Global Investor’ at FLAME University

As per the yearly numbers reported here – Year wise Achievements | Ministry of New and Renewable Energy | India, India seems to have added 10GW per year in 2022 and ~7GW in 2023, the estimates of 10GW and above per year looks aggressive to me. It doesn’t account for slowdowns where we might see a dip in new commissions. I would like to understand what changes for the company for every 100MW increase in the order book, does their working capital cycle increase, does the debt profile change significantly. Understanding these may help us arrive at a sustainable growth rate. Let me know if that makes sense.

Sometimes its just market expectations that the results shall be good and hence there is a good boost up before the results. Then when the results are not in line with the expectations, the stocks takes a dip.

I understand the fundamental and technical aspects but the point is if we have entered at the boosted up price… and it goes down…no problem so as to exit at a profit…but the issue is how long should one wait? Like Laurus Labs, I bought at 600 in early or mid 2022 and then it fell rapidly and now it is at 400 levels.

So how to derive that the stock is overvalued or undervalued even from investor perspective with holding period of 2-3 years.