Omkar’s Portfolio Analysis and Discussion

Hi

In my current framework, i am giving more and more stress on starting valuations. Thanks to Harsh who dont miss to stress this point whenever we discuss

Also, I find Nalanda Capital’s thought process very similar to mine. If you read Pulak Prasad’s recent book and my thread, you will find striking similarities but off course, his thought process is way more polished. Even they stress on “asymmetrical risk reward”. They invest when there is extreme panic in markets and rest of the time they just stay quiet

to conclude – my current thinking is that – starting valuation is extremely important but i am willing to give long rope for a portfolio company which has rerated where i entered at low valuation