Thanks Vikas.
Unitech & Lanco are risky bets. Expecting turn around in Q3, Q4. Also Unitech is 2nd biggest realtor available at 20% of book value. Its only 1700 crore. Imagine you can buy out a formidable real estate company for less than 2000 crores…..I see this as a discount. however last 30 days no great movement, rather lost some money in both.
I didnot plan for diversification Cap wise or Industry wise. I am picking stocks basis MOS & IV.
I am tracking companies, where QoQ losses are reducing- so that at some point they cross over to profit. May be stock will pick up from that inflection point. Let me know if this method is wise or has any + correlation with price movements
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