Hi , I have been following your stock market journey since last 6 months and am in awe of your capacity to read and track wildly different industries and your knowledge base. Just wanted your opinion on a stock screening idea . I have been thinking of tracking the portfolios of what small caps mfs are buying in India from value research and then doing my on due diligence(aka reading concalls , annual reports and vp threads) . what are your thoughts on this process. I know this is a little bit of a cop out but do want to know what are the cons of this process . I know the pros are that evidence of institutional support , and high probability of dd by more experienced fund manager with better resources and time then me . Also any other stock screening ideas would also be appreciated . Thanks
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