Hi Gurjot,
Thanks for the regular updates on your portfolio, I really enjoy going through them and through your thought process. Keep them coming!
I wanted to understand more about how you picked a micro cap like Macpower so early in Aug 20 when its market cap was barely 100Cr! You seem to have gone through the entire cycle with it too – start small in satellite portfolio and then build the position as conviction got higher and now its the 3rd highest allocation in your portfolio. Incredible journey for me!
Can you please share the following details about your journey with Macpower? Lots to learn from this as a fellow investor who has started dabbling in small and micro caps.
- How did you come across the company?
- What made you take the first stab at it?
- Did you meet Management face to face or over calls?
- How did you build your conviction over time to turn this into an 8% position?
Greetings of the festive season to you as well 
| Subscribe To Our Free Newsletter |
