Hi Praveen,
Our investment style is similar on few aspects for sure. Thats the reason I can relate to a lot with your portfolio updates.
With regards to Mayur, The long term thesis appears good for Mayur as you have stated. Especially the operating leverage part. Just that – it is testing the patience for all the investors. And with potential reduction return expectations, the other competing opportunities nudge this stock out.
The honest answer is – I am still running helter-skelter with my portfolio composition. I do have top-5-6 holdings fairly figured out, but lower end of my portfolio is still in a mess. Probably your question will inspire me better to put that in order and share on this forum.
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