Thanks for your comments, although I am not sure whats your point. Also congratulations for your fantastic returns 
The point of my investing process can be summarized by the comment made by @Vivek_Singh
I use a lot of sources for data mining (screener, tikr, tijorifinance, EPFO, eaindustry.nic.in, etc.).
Screener’s alert feature is very useful for setting valuation alerts. I also have very good friends like @rajanprabu who create automated alert systems for the stocks we track. These are generally more sophisticated alerts (like EV/sales going below certain moving threshold, etc.).
On timing and other things, these are very fluid topics. I try to do my best.
Yes, it is an issue. But I cannot control it except with position sizing and trying not to overpay. While accepting governance issues, I still want to participate in their growth opportunity. Its a very very good business.
How does it matter? I find labeling very counter productive, you dont gain anything but it often messes with your mind when you have to take certain contra calls which goes against whatever label you put on yourself.
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