Thank you @RajeevJ for writing this note. It helps each of us to learn from your journey. I am more young at investing journey with only 8 years experience starting at more ripe age of 40.
Would you be able to share atleast one of stories of your biggest successes and biggest failure ? How did you build conviction in the success story especially as you are small cap investor?
I am diversified small.bet guy, but trying again to increase my allocations. Would you say typically how many stocks you remain invested and how big was your current big bet in terms of total PF%. How long you remain in cash, before redeploying it in another idea. For eg,you recently exited Pix. Did you already redeployed the gains to another stock ?
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