Voldemort’s Portfolio

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