Hi @ChaitanyaC Sir
Thankyou for your kind words.
With due respect,
What I meant that if my convection on GPIL giving me good return is 50% than kumar manas sir research takes that 50% convection to 70%.
If you see I have mentioned in my portfolio about investing in GPIL. Please excuse me for making the worst my portfolio. I have a very basic value based understanding of this company and a decent understanding of the cyclicality of the industry. I have invest in this company on my conviction but kumar sir s research adds more conviction.
If you see in mathematical terms I have borrowed conviction of lets say 30% on 3% of my portfolio. Which means a borrowed conviction of 0.009% on my entire portfolio.
I feel many invest on the basis of borrowed conviction but at the end of the day we need to see how much is that on your entire portfolio.
Sir I have understood what you were trying to. I am just clarifying what I meant on GPIL post.
Thankyou.
Subscribe To Our Free Newsletter |