Hi Raj,
Trying to understand your psyche for exiting Gruh. A simple reason would be that all your other holdings are growing faster than 20-25% or they are significantly mis-priced/undervalued (based on your calculations) and ripe for a re-rating.
If not, I’d imagine it’d be better off to sell 1-3 other holdings to get the quantum of money required or you wouldn’t exit unless you doubt the future potential of Gruh’s business growth/opportunity?
I’m hoping it’s the former.
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