Current update on portfolio –
Sold Ion exchange – recent promotor’s selling made me uncomfortable, (already low promoter holding). Though it is a good business. May enter again in future.
Added tracking position in following stocks –
Riba Textiles – Wanted to enter into textile sector which seems to be breaking out (most of the stocks entered into stage 2). A microcap with good brand, Very low valuation (7 PE). Good profit growth in Q3.
DMR Hydro – Infra play. Just taking bet on a very small microcap into growing infra sector. Promoter seems to be good with long aspirations. Nothing much info available.
Added some more Frog cellsat.
Rest of the Portfolio is same.
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