Discover and read the best of Twitter Threads about #respectvaluation
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AC was megatrend 5-8 years back with 10% penetration story n high double digit market growth rate like we had platform companies last year, right? Lesson remains same - Never overpay to stories. Even if, do not overexpose mistakes (we all do, quantum is key) #respectvaluation 
johnson hitachi
whirlpool
