In the Market it is futile to expect 100% hit rate , 60-70% is good enough for me if I can allocate well to these 60-70% and cut my loosers(40-30%) early.
Neuland Labs: Prime reason behind exit was their margins were not getting expanded even though they were investing heavily into R&D. Pharma company mainly thrive on generics where competition is cut throat. Real opportunity lies in API, CSM. Even these get hit at times recent example is Divis- Labs.
Ishan Dye: It was a very small bet. Ishan had lead in Indigo Blue but even then it could not command any premium due to nature of Dye Business. As soon as I realized that , I exited.

I cant share granular details but some information shall be good enoughy. I started my journey 2014 so 2014-2020 was monkey phase for me. In 2020 along with covid ValuePickr happened to me and believe me it was like Revelation to me. Had been in Learning and earning phase since then.

Started with Few Lakhs now in Cr . Had been investing 80% of my salary into portfolio. Did swing trading during post covid bull phase. Re-invested all profits back into portfolio. Had some winners likes of Rajratan Global, RACL, Lancer Containers, Carysil. Some i continue to hold which u can see in my portfolio details.

Few Learnings: Some companies i sold early by not not looking at future but past(RACL).
Some Companies I could not dare to take a call due to improper understanding of Accounts and Business area(e.g Aditya Vision 60x since then).

I have multiple demat accounts so it is difficult to share the Graphs.

Any idea what triggered todays fall ?

great. lets wait & see the response on forum first.

Bankex derivaties volume for the day exceeded 1.3 Crore. More than double as compared to last monday. The stock reacted with a 4% upside today.

AJ
Disclosure: Remain invested. Views are biased.

Hello Puneites. I was thinking if anyone would be interested in forming a group and meeting across on a regular basis (once a month?), wherein we pick a company, prepare a presentation and discuss in detail.

Regards,
Ronny