Parth Dodia
266 posts


@rajatscribbles_ @munjalkeshav Hence, I feel it should take another quarter or 2 before things get back to normal from the business point of view
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@rajatscribbles_ @munjalkeshav Rategain seems like a good company but it would still take tike for its reversal.
The risk/reward ratio is very good right now but the main issue that they were facing of not being able to build their sales team particulary in a few asian countries still persists.
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🎖️ Most retail investors gave up on Addictive Learning (Law Sikho) the moment it missed its own guidance.
But businesses aren’t Excel models. Sometimes the plan doesn’t work. Even founders misjudge what’ll scale and what won’t.
Valuations were built on FY27 hopes. When numbers didn’t match the narrative, the market beaten it down.
Now it trades at a fraction of those high and suddenly no one’s interested.
But the business? Still solid. Still building. Still in a space with serious long-term potential.
This is where i have shifted my focus on. Focusing on businesses where the mood of the retail investors shifted due to some reason, yet the underlying business is still solid.
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