4 Comments
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Megatrend Investor's avatar

Good article!

Generally, I stay away from companies if they are notndoing regular concalls.

Write on krishna defense, they are also doing very well. They have high barrier to entry.

Siddharth Bothra's avatar

Absolutely, you cannot predict what’s going to happen in the foreseeable future with such companies!

Definitely, will read up on Krishna Defence too

Prashant Kothari's avatar

One of the things I hate while reading about a company is that if it doesnt have concalls avlbl. They give a lot of info into the company. I know for some companies it can even be controlled or already scripted but still for the greator majority it helps.

Siddharth Bothra's avatar

Absolutely, it gives a sense of direction to investors. Without the management commentary, we're really shooting arrows in the dark. It is a very valuable tool!