Portfolio Update
Added more allocation to Metropolis Healthcare and Pidilite Industries.
Recent management interaction with Metropolis has reinforced my conviction that company’s expansion is on the right track. Q2 numbers are also encouraging.
Pidilite has always been an accumulate stock for me. Have increased weightage there and reduced in Cartrade which has run up significantly over last 3 months. Also exited Route Mobile.
In the current correction, financial company valuations are beginning to look attractive. Will gradually build up positions in Kotak and Bajaj Finserv (purely as a short term play) in addition to the long term portfolio holding.
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