Omkar’s Portfolio Analysis and Discussion

Pattern in my thinking – which I would like to probe/ introspect more

I have observed pattern in my thinking which I would like to introspect more and document

I have tendency to prefer “focused aggression” in manufacturing business but I prefer diversified models in the service sector.

In manufacturing –

I prefer Suprajit over minda

I prefer ajanta over laurus or alembic

I prefer Vinati over Navin Fluorine

I think ( i am not sure) prefer Cera over Astral

In services –

I prefer diversified financial business over only amc, only insurance or broking

I prefer HCL tech ( services + product + er&d) over tata elexi / kpit/ newgen

I prefer large hospitals ( apollo, narayana, kims, max) over kovai / KMS speciality