I have been holding Hawkins since 4 years and have been accumulating since around 450 levels. I am very satisfied with the stock performance my average cost is quite low.
I agree with you that it may have bubble formation after 2-3 quarters of consistent performance. But who knows “I might be selling when the stock is in bubble zone and waiting for that to happen”.
Let’s wait and see…I am here to take chances for an outsize return. If my thesis goes wrong, I am ready to take a 25% cut and come out in next 12 months or take home a cool 50% upside from here.
“Different opinion make market.”
By the way could you please point me to Chrarlie’s article. It will certainly be a good read.