Your journey was very interesting to read, Nikhil. I wish you all the best.
I am curious to learn more from you and had 3 questions:
- You mentioned that you aren’t good at Value investing. Does that mean you would buy stocks like Kennametal/Rolex at PE>50?
Continuing the same question, would you rather exit a stock if the valuation becomes high irrespective of it being a growth stock? For example: let’s assume, if in a few days Kenna/Rolex Rings have PE > 70
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How do you keep track of all the information? I usually maintain one excel sheet for one stock but this becomes cluttered after 6 months.
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Is there any PMS/Fund house whose holdings you track/like? …and why?
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