I couldn’t decide which one to sell out of three as it quite difficult to track other sector companies due to time constraint.
As of now, I closely tracking these companies by attending their respective concalls. Also I worked in Infosys earlier and I have good contacts with mid level managers and we do have discussions about what is going on at company level. Now a days, HCL is growing in their ER&D which is very interesting.
Appreciate your view on deciding which two are best.
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