It is anticipated that public cloud costs will go up by 20-30% by 2023. While org. are trying hard to cut down costs & they can't turn back either. We really have a great chance to gain major market share of public cloud workloads in next 2yrs.

First signs of ethical issues popping up! Talked about this a while ago. This is a single point enough to lose a customer, get into lawsuit, total sunset of a product. GitHub Co-Pilot was hailed so much but cos are slowly discouraging devs from using it. AI without ethics = 0

Every single PO that an IT co raises is hedged. Every line item of the PO goes through exhaustive exposure management yet many keep celebrating the $ rise!

Next 2yrs will see a lot enterprise workloads moving into the cloud. Hardly 20% enterprise workloads are on cloud right now.

theregister.com/2022/10/17/vod…

And here we are! #LTTS achieves a $1bn run-rate. IMO results are also very promising. Managed to maintain the steady margins. No slippages. 3rd consecutive Q of big deal wins. $60m deal win in Q2. Ups the guidance too.

Keep this in mind before you jump to avg your position or buy fresh. #TataElxsi

Many Q on #newgensoftware results. We're still not out of woods. Don't get swayed by big numbers. Q1 is seasonally weak, so much so that margins can be -ve in Q1. Margin expands over rest of the Qs. So QoQ comparison is wrong. Co hasn't beaten Sep'21 nos either. Keep watching.

Learning to sell is such an underrated skill. Elxsi was a no-brainer sell at 10k level. Why was it so difficult to know so much was in the price? Not letting drawdowns push you back is & should be the only aim.

And that's a wrap on some Sunday thoughts!

Delivery maturity is very underrated & underappreciated aspect amongst investor community. Perhaps, because of lack of sectoral knowledge.

In sum, if there is even a remote chance of permanent loss of capital Vs. possibility of making a 3-4x gains, I’d happily pass on the opportunity because nothing is trading cheap at the moment. I’d be a buyer for any company at a right price but we are not in that phase.