Within Opto, the major innovation I see is in photonics for data center applications – converting light signals to electricity and back directly on the server chipset. But it’s not very mainstream as of now. Most of the focus is on compute design as you rightly said.

Great to hear about the AMD RSU’s – you must have made a killing

And sorry for you pushing you on the rationale for Polymatech, but I personally cannot see past the scaminess

Yeah, I too saw that – It is being promoted as a semiconductor play everywhere. Also, the website does not have any data even for the lights… It just gives out a prompt that there will be data soon.
On this stock footage, Please do share some data if possible.
But this opto, There is not much innovation there as it is in computing chipsets right?
Just as you mentioned it twice, I am invested in AMD with 0.7x value of my indian portfolio mainly through RSUs. Though they do not own their foundry, I am happy with it.

Thanks for getting back,
Voldemort

I am only pointing out that they are marketing themselves as India’s first semiconductor chip manufacturer and you mentioned you wanted a semiconductor play.

Looking at the products they mention in opto, the technology is 40-50 years old. There’s no moat. So this is not a semicon play more an EMS play.

A lot of people on twitter have also pointed out that they have been using stock footage and passing it of as their own factory. Given this much dishonesty in a middle of bull market, I am just trying to understand why you would like to risk 5% of your portfolio when there are far far better options available through Vested?

…And the learning continues!!!

I was calculating, had I not exit Max India…the now “Max Healthcare” under able leadership of Abhai Soi would have been 15X and that too on one of biggest allocation then. It would have been by far my largest portfolio stock by big margin.

Max Ventures would be a decent 7X riding comfortable among the Top 5.

Max financials I exited later, and it would be 2X again in Top 10.

The total Max group as I held prior to demerger would have been my best investment till date in terms of wealth & value creation sitting at Top position forming an whopping 40% of my portfolio!!! (approx.)

Whoa! The wonders of long term investing if only we buy right companies and believe in them in the thick & thin and all the uncertainties that come with them.

The good thing which happened with these Max group companies was that all of them ultimately found good Homes!!

Disc: Not a buy/sell recommendation. Views for academic purposes and I can be wrong in all my assessments. Not eligible for any advice. All estimates are approximate and can be completely wrong in my calculations.

Hey, Many thanks for the updates.
What is the reason for this one off, was it higher inventory bought earlier by customer ? And now replenishment will start ?