Update: Feb 24
Current portfolio holdings:
What was done in this meantime
Life
- I worked - Got my salary 2X which opened a lot new opportunities of investment.
PF - Laurus labs - I find the current situation to be a weakness in the stock / business. I still find the company to be highly innovative except for the concern whether they are getting into too much stuff parallelly. Adding them constantly hoping to make a higher allocation after RIL.
- Polymatech - I had already burnt my hands on paytm, However this was an opportunity i did not want to miss. It is the only semiconductor related share i could get on sane PE. Company is reporting YoY sales improvements and is planning to invest on equipment’s from the IPO proceeds as well. Ultra low number of employees is a red flag, Will wait and decide on holding it.
- Mohan Meakin - For long wanted to get a alcohol share which is cheaply valued, Has a track record of people actually liking their stuff. But all those shares are having bizarre PEs. Hence, Looked and picked this one up.
- Jio Financial - Got it during demerger - Expecting a disruption from them. Was adding this but there has been a high price bump which has hindered it.
Exits - RTS power (Swapped for Geekay) , SPITZE - Exited post bonus
Shopping for : JFS, Laurus, Deepak chemtex
Regards,
Voldemort
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