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EP-167 #ASKMONEYPURSE
Takeaway
Quality themes like EV components and data centers are real but valuations leave no margin of safety.
Summary
- Sona Comstar - China EV disruption is actually positive for harnessing/LED suppliers but stock is fully priced at 80x
- Data center theme: India has only 6.6 million sq ft vs US 37.4 million - infrastructure plays attractive but pricey
- Advises against EMI for bike (18% interest) - pay cash and invest savings is more practical
- Flags conflict of interest in politicians like Rahul Gandhi trading stocks while government employees are restricted
- Reviews Auto sector smallcase that doubled since Nov 2021 - exit and consolidate vs hold debate
askmoneypursesona-comstardata-centers
Original description
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