DRChoksey Finserv Cautious on IndiGo, Kaynes, Quick Commerce Firms

• DRChoksey Finserv's Deven Choksey advises caution on IndiGo, citing potential government-driven structural changes and market share loss.
• Choksey flags concerns about stretched valuations for Kaynes Technology, suggesting a lack of margin of safety for investors.
• He expresses a cautious view on Meesho due to a lack of earnings visibility, despite its relatively inexpensive price-to-sales metric.
• Choksey questions the sustainability of quick commerce companies, noting their focus on market share over long-term profitability and unrealistic valuation expectations.

Why It Matters: It offers crucial investment caution on several prominent companies.