…And the learning continues!!!
I was calculating, had I not exit Max India…the now “Max Healthcare” under able leadership of Abhai Soi would have been 15X and that too on one of biggest allocation then. It would have been by far my largest portfolio stock by big margin.
Max Ventures would be a decent 7X riding comfortable among the Top 5.
Max financials I exited later, and it would be 2X again in Top 10.
The total Max group as I held prior to demerger would have been my best investment till date in terms of wealth & value creation sitting at Top position forming an whopping 40% of my portfolio!!! (approx.)
Whoa! The wonders of long term investing if only we buy right companies and believe in them in the thick & thin and all the uncertainties that come with them.
The good thing which happened with these Max group companies was that all of them ultimately found good Homes!!
Disc: Not a buy/sell recommendation. Views for academic purposes and I can be wrong in all my assessments. Not eligible for any advice. All estimates are approximate and can be completely wrong in my calculations.
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