@hitesh2710 Sir,
Got up in the middle of the night for water and saw an email notification of your post & I had to read it & my sleep is gone!
You are not only fond of Ferrari, you will switch from a Bugatti to a Ferrari @ 200 mph if the Bugatti is found out to be Maruti in disguise .
Actually, I have considered if these (Nykaa/ PB/ Delhivery) will turnout to be a Naukri type (7 years of consolidation from 2006 - 2013 breakout) and if so, these have only completed 1 year listing & so I will have to incur humongous opportunity cost if at all.
As you said, the price action should give me that clue first hand. While they have already have given that clue because they are at lows while market rallied. So, the price action for the next 2 quarterly results will confirm whether it’s a Naukri or a Page or a dud. I still believe market wants to see consistency in few quarterly results before rewarding them.
6 more months of price action to satisfy the bug of conviction & patience in these 3 stocks and I will take a decisive action to hold or trim allocation. I will be objective sir & will report lessons & learnings post this.
For now, only half my PF is running/ walking with Dmart, Page, Triveni Turbine (please have a look at this stock).
Now, back to sleep
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