Hi Harsh,
I have been a silent appraiser of your contribution to this forum and have been learning a lot from the conversations. I am currently a student in Germany and trying to invest after the learnings I gain. I wanted to know how you sit tight on your bets like Inmode, VFcorp, BAT since they have such uncertainty at the moment. I listened to one of the interviews with VFcorp CEO after their numbers and seems like it would take a long time to fix “the not-so-good things”. Is it good to exit such stocks for the time being and free the cash and look for opportunities elsewhere or sit back/average at such a valuation?
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