Key Points
It may not get you any returns, but if there is a correction of 10-15% or so and corrections will keep on happening now, six months, one year, that strategic cash will ensure that the returns of the next three years after that are excellent because you will be investing at the right price points...
I think because of the competitive intensity, NBFCs may have been forced to find shortcuts here and there but RBI is doing the right thing by clamping down and ensuring that there is complete compliance and a little bit of flexibility or I would say level playing field with the banks, so that there is a great deal of discipline in the entire industry...
There were many concerns over there, but steady communication and gradual improvement in the metrics over there have led to lesser concerns and lesser risk as far as that particular division is concerned and, of course, the food tech business is going from strength to strength.. So, from that point of view, a quarter is not far when Zomato will be solidly in the black and these are companies which can have longevity when it comes to growth, steadily increasing profit margins also because of operating leverage..
We have seen that valuation ratios of Bajaj Finance has been gradually shrinking because of which it has been a big underperformer, but still the company can grow at 18% to 20% bottom line and even if the price to earnings, price to books remains stable at these levels, a 18-20% appreciation in stock price I will take with both hands any day...
It is not that they are fair also, they are overvalued and I have made the mistake of buying a good quality business at overvaluation and two-three years down the line also, it does not really make any great returns...
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