Sharing my observation: most people post on social media when there is something wrong, hardly seen people praising products/services of any company. Have missed many multi-baggers like HDFC, Cera etc at early stage due to such posts.
If somehow we can get number of such posts through some analytics website (I think BSE itself has collaborated recently to give this stat) and divide by number of sample it processes from B2C then we can get % of such grievances. This should then be compared with peers or global players to come at meaningful conclusion.
Can you please elaborate on this point. Infact 40%+ EBIDTA margin, 33% revenue growth CAGR since inception, debt free company etc. is not easy to achieve, rare in my view.
They are indeed putting more and more focus on B2B and they have repeatedly said this in concalls.
In my view the stock was range-bound through-out the year and did not correct much during correction. I think we should see valuation multiples (which is still not cheap in my view) and more correction is healthy in my view.
Discl: Investing at regular intervals