INFY
Infosys Limited
stock NYSE ADR

This is exactly what I said as well.
Check out my latest post; the kind of hate I got was insane but that’s alright.
You can’t help the arrogant. So what’s the point. Let the idiots buy the highs and sell at lows.
I don’t align with all your RSI and indicators nonsense because cheap can always become cheaper if the underlying business has no future.
Look at the market structure, we are getting 5-6 year discounts on these amazing companies. PE is only like 13-14 range now.
And it’s not just TCS, even INFY is trading at attractive valuations, and these are companies generating massive profitability of over 30-40% ROE ROCEs. They generate stable cashflows.
Sure, revenue growth has been weak for a while now, and it may not improve anytime soon as per brokerage firms and analysts.
Business is cyclical you can’t help, and we are in that phase where a big transition is happening within the industry. People are embedding AI into everything and that’s a game-changer.
If you look at the history, be it Y2K, Cloud, ERP, and whatnot. Every single time the same dumb crowd with a kind of herd mentality were like this is the end of Indian IT.
What happened later?
New jobs and newer lines of businesses opened up. Sure some jobs got replaced but even more jobs opened up, and the IT index itself went up like crazy after every one of these crashes. Earnings grew tremendously.
That’s the same kind of pattern happening today.
You can’t help everyone. If everyone buys the lows, everyone would be wealthy; and it would be a perfect world. It doesn’t work like that.
Go through smart money concepts, liquidity, and the concepts of institutional accumulation and distribution.
If a person has to buy something some seller should be there on the other end. Simple as that. It’s called transfer from weak hands to strong hands for a reason.
Sure it’s a risky investment. No investments aren’t risk free. The way I see it; the reward factor is far greater from this point than the risk.
If execution doesn’t go right, even these companies no matter how big they are or how strong their balance sheets are can also fail. That’s the risk factor.
Look at companies like Kodak, Blackberry, Nokia for instance on where they used to be and where they are now.
Anyways. Look this up all yourself, and use some common sense which is apparently very rare to come across these days.
And to all those people fearing AI will kill Indian IT because we won’t need that much manpower before, I am posting a slide from INFYs latest Q presentation the source of which is from WEF.
https://preview.redd.it/htj0nwpaqcbh1.jpeg?width=1146&format=pjpg&auto=webp&s=5509af5d65690d4d7afdb968304d068bd1b63e9f

Infosys Ltd NSE: INFY