If you’re refering to this , yes we keep on holding.
Our current PF is as following (with only 30% cash exposure):
PB Fintech
PayTm
Apar
ZenTech
Sonata Software
Sandur
Bosch
Ujjivan
Intellect
Equitas
Kalptaru
Dynemic Products.
4 reasons – that no-one shoud follow or invest in our PF stocks just because we’re invested in them:
1.Please keep in mind that we can exit any stock ,any day , without informing on this forum .
2.And many of these stocks are not selected becuse of technical structures, but our belief in the stories – hence even we can’t predict the downside.
3. We can go very very wrong, we have own baises and market tries to humble even the best of the players.
4. We’re not SEBI registered analyst , hence one should be doing due diligence on his /her own end. We’re not going to be responsible for your profit or loss.
Hence please please don’t follow-us on stock-selection . We’re trying to build this thread as a learning thread.
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