Hitesh Bhai. I have 2 questions –
- As a investor interested in growth, how much importance do you place for a stock which do well both in terms of top line and profits yoy, but de-grow qoq on both sales and profit.
For ex. If we see the results of Gujarat Flourochem or Schaeffler, it has done well both yoy as well as last sequential quarter, whereas company like HBL power did well over last year quarter but de-grew compared to previous quarter. I know it’s too much to expect greater performance and compare it with last 3 months. So how much of this does matter for you?
- Since you are fairly concentrated investor betting big on few stocks, how do you deal with adverse situations, which can’t be foreseen. For example, recent income tax raids in the case of Krsnaa diagnostic and insider trading by director in one of innerwear company (can’t recollect name). If we see, in the long run all these doesn’t matter much, like in the case of Divis where there were some IT search/raids and then some insider trading etc., but the stock went up several x.
However, in the short term, the news is enough for the stock to fall by 20%. So with limited capital, being concentrated, how should one manage these kind of risks which is unforeseen.
Once again thank you so much
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