Dhruv’s Portfolio: Comments Appriciated

Thanks, @Shashank_Mohan for the message.

1. Recycling sector – I have tried looking for all the relevant players, the issues I find is, either they are expensive for my risk tolerance or they are small and don’t have enough information, most of them are SME. I would surely appreciate some suggestions.
2. Ancillary to companies related with power generation – Same as Recycling and other hype sectors, i feel high valuation and not great players. Or it is my inexperience in the market that I don’t value it over the aspects I should. Here also I would appreciate some suggestions.
3. Paushak and Alkyl Amines – They are currently under my observations, I feel the valuation comfort in Paushak and will start building positions soon but for Alkyl Amines still need a bit more valuation comfort for me.

Thanks for the message, will wait for the follow up!