Although I refrain from giving any buy/sell posts, but as you specifically ask and more from a fundamental of my investing strategy of following Simple rules….if Trent falls maybe 20% or so, I may do nothing and simple hold…while if it falls by 40% or so, I may be happy to add to my position as I feel my allocation to Retail and specifically to Trent could have been better to begin with had I been more mature when adding it earlier at lower prices.
Pls take above post with pinch of salt as I may not do exactly what mentioned above as any buy/sell/hold decision may have multiple variables and evolving conviction/mindset……
Regarding your data, I trust all would be accurate and as thought provoking as the fact that Tatas built Zudio from the ashes of the Pandemic, the seeds of which were sown few years earlier….No analyst or investor including me would have anticipated the growth of Zudio. The big narrative Nykaa made a IPO debut at probably 1 lakh crore market cap when Trent was probably at around 30K with all the real growth engines in place to fire….Having burnt my fingers in the Nykaa narrative and seen Trent’s multiple growth formats fire in person, it was a blessing in disguise to see more value in Tata’s Trent….wish would have invested more at lower prices had been mature enough….
Dics: Invested & biased. Not a buy/sell recommendation. I can be wrong in all my assessments. Not eligible for any advice.
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