Amazon currently 2% of my total investment at avg price of $85.
Took tracking position in Narayana health.
Reasons
Good managment
Ethical management
Permanent trigger for growth
Long term debt near to cash equivalents
Lowest cost producer
Glassdoor rating is equal to its peers
Profitable
Things to watch
Need to watch capex types
Available at 5 times sales which is on higher side.
How did I know about NH?
SOIC was talking about it and helped me understand it.
Came into mutual fund filter as axis mutual fund was increasing stakes in it.
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