Hi All,
Thought of sharing my portfolio for healthy discussion and feedback. I know I am overweight in IT and have learned one of the biggest lessons in investing. Also thanks to Valuepickr for amazing insights and one of the best forums on investing. One can learn a lot by spending time.
For the stocks where no buying reason is mentioned, it is more or less the same or maybe a borrowed conviction. But at the back of my mind, I am sure these are solid companies fundamentally.
Also specifically would appreciate views on Atul Ltd, Vinati Organics and Tarsons products
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