I see your posts in Yes Bank thread, you know and post a lot. You are like a lone warrior in Yes Bank, opposite to IDFC First Bank thread, where there are many.
But here you are saying that his research is adding conviction to yours, what you think about the business is what matters. I don’t think you follow Godawari Power as much as Yes Bank.
There are some threads where only one or two members post, only those one or two members are invested and follow the business, because they have their own view, thesis and conviction. It does not matter to them if anyone else is invested or not. What they think about the business matters to them. Sometimes they win, sometimes they may lose, but it is their conviction that drives them forward.
Sometimes some members read the whole thread and come to a decision, I do that too when a business is new to me. But a member having great conviction should not have any effect on our conviction, because their investment is not like their home which they will not sell, they can sell their holding without any notice to us for any reason. They may even disappear from the forum. I had this experience.
A lot is posted in this thread, as you are a full time investor, you can very well read the whole thread, and as you become more knowledgeable, you can even differ with the regular members of the thread, find fault in their thesis.
As you are young, I felt like saying this, don’t take it the wrong way, I only wish you good.
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