The Anti-Portfolio

Vikas ji,

Thanks for sharing your thoughts and investment thesis.

I was invested in Satia earlier but exited because i saw some yellow flags ;

(1) Management not doing a con call for Q1FY23 (2) Management revising down the FY23 PAT guidance from 200 Cr to 140 Cr (3) Backtracking on the Zume story (4) extremely low compensation of CFO.

Will appreciate your views on these observations.

BTW, Andhra Papers posted blockbuster results and so will Satia i feel.