Sold out fusion micro finance since I am owning 50% financials with majority focus on similar theme. Invested in phantom digital. Very few stocks are cheap now, here maybe industry is growing at 50% so if held for more than year it can be profitable. The deployment of IPO money into hiring and fixed assets just picked up pace so outlook is good with patience.
Folio has almost doubled in 5 months since April low point, holding zero cash.
PS: what’s really helped is redtape strong listing, kilpest zooming and financials like ugro, ujjivan rising, caplin showed decent performance also. All are still imho cheap or fairly priced.
| Subscribe To Our Free Newsletter |
