Thanks for sharing the PF promptly. I’d like to quiz you on your PF to understand your perspective.
- what’s the exit criteria for high valued stocks like Astral, Nestle, Asian Paints etc.
- why not Indigo paints instead of Asian paints? Indigo is cheaply valued relatively, have operating leverage paying out, Growing higher than Asian paints
- Why low allocation to SRF, even though it’s a large cap with low volatility (like nestle and Asian paints). It’s available at lower valuation for better growth rate. Why not shift some allocation to SRF?
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