Interesting discussion…it’s always good to aim higher…I have read your views and in various threads and like them…could you direct if you have a portfolio thread? Would really like to know which kind of businesses you target to get this kind of return consistently maintaining proper risk management as well…also what percentage of your networth you put at risk to get 25% or higher returns?
Btw interestingly the same stocks you mention going fwd cannot give required returns of 15%+…the ones which @Divyanshu_Bagga mentioned aka Asian paints, dmart etc. Gave 30-35% + returns over incremental capital deployed over just last 3 months or so…not saying this can be repeated consistently but just a perspective…
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