Totally Agree Varun.
Yesterday’s winners identified by our esteemed senior boarders are not going to continue to give the same quantum of returns for the next few years as most of these names(Ajanta, Mayur,etc) are well discovered and trade at lofty valuations(Ajanta, Mayur were discovered @ single digit PE when our boarders identified them).
It is important to come out of the comfort zone to think of what may work tomorrow. It’s easier said than done. In my own PF, 60% of the names are Valuepickr top picks.
Thanks,
Ravi S
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