@ashutosh13 I shared my portfolio. I exited Paytm few days after unsecured loan slowdown alarm came through. My view on Paytm has turned more negative since then. I was banking upon their distritbution of loans which at some point of time should have given 3000 to 4000 crores of commission on disbursal of 1lakh crore of loans (in 3 years time). However, with PPBL related compliance notice, it is possible that many of the lending partners wait and watch to see how the situation is evolving. So I expect the situation to worsen before it gets better (in -terms of earnings). I am fine to be late in this than being early.
Disclaimer: I am not a financial advisor and nor a SEBI registered Analyst. The content shared here is only for learning purpose. All the names mentioned here are for example purpose. I may buy more, exit or partly sell the stock/bonds without any prior intimation.
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