Hi Hitesh Bhai, wanted to know your thoughts on holding long-term stocks (consistent compounders, testing patience for a few years in between):
Context is that I’ve been holding HDFC Bank and Kotak Bank for 2+ years now (~10% of PF at cost), but returns have been negligible.
My rationale was to have 2 strong, consistent businesses in PF that can give 13-15% returns YoY over a long period of time, but I’ve been thinking about my opportunity cost lately.
Any advice/ any thoughts on the two stocks?
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