Now that this sharing of thoughts have become telepathic, let me share a couple of my mistakes of omissions:
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Titan in 2009: I read that Titan follows asset light strategy of franchises & doesn’t own the retail stores. I wanted Titan to buy land & build stores. How big can you become without owning real estate? So, I did not buy. I think it’s 25x at least.
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Page at 600: How big can a company become by selling inner wear? Meh… Did not buy.
I was 27 at the time. Compare with the investing prowess some of the 27 year olds possess now! I’m a dumb wit compared to the new age investors.
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