Cudos to you, specially about Trent for having 7% allocation size. I am not able to gather courage to invest in Trent. I like the company , but with PE at such high level and also, if i recollect, Peter Lynch has advised against investing in companies which depend on youth tastes and fancies, which are very fleeting. Dont know if that applies to Trent. But not able to gather courage for Trent. If you could shed some light on your thesis about it, it will be very helpful to see it in correct light. Not an investment advice, just your way of thinking about Trent.
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