Praveen’s Portfolio

Hi Praveen,

Thanks for sharing the update on your portfolio.

I just wanted to understand your thought process on Mayur. The promoters are promising and promising each quarter and not delivering. They come up with one or another problem. I can understand the businesses are uncertain. But from the response given during the earning calls by promoters, does not instill adequate confidence. Beside that now the freight rate challenges will show up on next quarterly numbers.

Do you feel investing in this business is a mistake?

Thanks
-Manohar