Page Industries–90 PE is not expensive–Cartica Capital

An interesting take from Cartica Capital which is the 2nd largest public shareholder in the stock after Nalanda.

Video Link – https://www.youtube.com/watch?v=BnoCjHHyjJU

Check 2.40 to 4.10 . The overall interview is also interesting.

You might want to read up on Modigliani Miller Model for valuation

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One thought on “Page Industries–90 PE is not expensive–Cartica Capital”

  1. In rising inflation/interest rate environment which we are in for next few years growth is scarce so large investors chase few stocks which beat inflation so.. PE become ir-relevant.

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