Agreed with your point of view, let me correct my statement, i bought Tata Motors around 67 levels during fall of 2020, kept a hold without selling till Aug 2022, only sold when debt started rising on JLR and all. Europe was under grip of recession, exited at average 480 levels now its at 390, i know Tamo is worth 800 however exit was made based on changed negative triggers.
My skills are in rotation of capital, identifying unloved stocks buy in bulk hold for 4-6 months exit 40-50% and keep remaining. I sell stock if i feel is overheated or see some future negative triggers. It has worked out well till now.
ABFRL and AB cap i have never sold, only bought whenever dips came.
PF value in Jan 2020 dropped by 80% in March 2020, rightnow PF is 3 times of Jan 20 value and 18 times Mar 20 value.
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