I am more of a momentum investor, so I am not too keen on buy and hold for long term kind of strategies. Doesn’t suit my temperament. As of now, longer term bets I have been holding for more than probably 1-2 years are Guj Fluoro, HBL and Usha Martin.
For me, any day I find a better alternative bet, I have no inhibitions on selling something I have held for long. I am a very hard taskmaster for my money. It has to work hard and fast for me.
And I have my fair share of successes and failures, so don’t go by my style. Having a theory is okay, but I think at some point of time if it is needed, its important to be flexible to modify it or alter it.
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