Atirek portfolio

@Aditya_Mittal Thanks for those kind words.
I am relatively newer to market and things that I say might be incorrect.
KarXT might play is not confirmed by management till now, we are all guessing and hence whole thesis may fall apart.
Neuland should be announcing more capacity for the manufactoring of KarXT as per my calculation but they not increasing much capacity considering KarXT as chatgpt in tech.

You will need to have a solid rejection framework as you will see many stocks being added every month. I have got single digit ideas worth investing since I have started tracking this.
For eg, in this year, in most of the months I did not got any idea and hence you might find it boring.

Also the kind of ideas you will get will be fairly large small caps or midcaps from tracking mutual funds data which impacts the returns. Stocks like GPIL, SBCL will never be added by mutual fund when they are small in size and hence I have recently added other sources also(not integrated on the website though).

My total investing framework is based on copying credible sources for whom I can know with certainity when they added and when they exit.
Though, for selling I don’t depend upon others as for now.

I have sent you the website link in message, it is being maintained by me with no active development going on.
Also, most of the data refreshes by 15th of the month.