Hi Hitesh
It is a small company based out of Delhi. I just saw their factory structure in front of the MSME federation. The valuation looked reasonable at the price of 20. I sold out at 80 when the valuation became obscene, however, it did go up quite a bit post that.
The fundamentals at INR 20 a share were quite reasonable. I didn’t do much forensics and took their PnL and Balance Sheet at face value and it just seemed a good investment.
I have churned my portfolio quite a bit since September 2021, and currently don’t hold very small companies as I have consciously tried to reduce risk. The current portfolio reads –
Feedbacks welcome!
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