Trust The Luck
Once I have my base portfolio ready I wanted to evaluate potential 3x opportunities due to luck factor.
Holding Companies. The idea is to look at good names which regularly pay dividends (Maha Scooter + heavy discount)/ have there own good standalone business (Vindhya Tele + heavy discount) or extremely large discount Summit Sec(86%) or high opportunity (RPSG, they are in just so many sectors!! If they pull off even 1 payoff is good).
If any of the above does a buyback or demerge or sells a part of business and reward shareholders with special dividend the payoffs are huge.
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