Hello Sir,
Thank you for your detailed response. I own Usha martin as well and I noticed the similarity in share price movement for SDBL. I am happy that you have a similar view. I believe both these stocks gave (SDBL still does) good opportunities to long term investors to enter.
I also want to ask you a question about fundamentals. In stocks such as SDBL, where promoters don’t have a very clean past but current situation looks fine (until now). How do you decide on the position sizing in such cases? I am bullish on SDBL’s business performance and current valuations but promoters’ past is making me uncomfortable in taking a bigger position.
I missed a good business due to similar issue (Aditya vision) when their Accounting practises issue was blown out of proportion. How do you approach such companies? Do you stay away from them completely or take a position after doing your research?
Regards
Sanjeev
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