Sona comstar my entry price was 401 which was just after the IPO and market was not giving much attention to it. I was interested in it as it was kind of pure play EV company and thought of giving a premium. By that time many twitter analysts started coming up with threads, videos and blogs and brokerages came up with initiating reports; within a few months, price went up to to 750+ and no premium was able to justify that valuation. I sold it around 700. with recent correction i believe it is coming to a decent valuation and i may look to reenter
I entered Burger king after their IPO, their store addition was highest in industry and future plan of 600 stores by FY26 looks achievable. I missed Jubilant in its initial days and thought, BK will go through a similar path. Then they went for Indonesian acquisition which i dont like it at all but want to give it a try. Q2 results of BK shows the problem of clubbing a below average business with a good business. However with addition of Popeyes, it may turnaround
PI industries i sold it after their ind-swift acquisition got cancelled as i believed that they need acquisitions to further continue their growth. But recent results has shown otherwise . I sold it early
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