Update – Have sold my Brand concepts position except for few shares in Family Account
Mr. AK Sir has entered it i know but the valuations are stretched now the company trades at 30x 3Year Forward earnings
I wasnt comfortable holding it
I was Quite Satisfied with my 2.5x Return
I have deployed my proceeds in Creative newtech and a little in Galaxy Bearings
The company is revampibg almost 4-5x its capacity coming live probably by end of this FY
And Starting SIP In Galaxy and Yasho Ind (For Yasho) please refer my Valuepickr thread have posted my investment thesis and Business analysis there
Please do let me know your views
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