Karan’s small/micro cap portfolio

Hi karan,

Thanks For sharing information

I liked the company and not any redflag in it , only hunger for growth from management is missing

They are doing simple business and filing it properly
It is on watchlist for me

Karan,

You can check Sirca paints, Fineotex chemical
In small cap, you will like it, please share your views

Currently also studying Pricol Ltd (got to know about it from Quant mutual fund holding and then i started atidying) , it is on watch list and will buy next month

And Why don’t you Hold Stocks for 10-20 years until retirement, or remove any stock if stops from growing/ serious management issue or Exit when reflag is seen in business

I might be bad at exit strategy but

If you have hold Rajratan for more long period, it would have given more returns

Also please look rule of 72 by mohnish pabrai
You just need 26% every year on portfolio and compounding will do the magic, it will more great after 20 years,

Please Also Study Dmart and Ltim

Thanks kiran

Just sharing aome information which you would like and invest .