I am planning to add some names in consumption space in future as more capital becomes available to me. Also, that you for the video it was really fascinating deep dive in investment process of Mr.Maran.His investment approach resonated with me.
Also, regarding Kotak Bank, I think while they don’t de-merge various businesses, I still like Kotak Bank at its current valuation a lot more than its Pre- Covid valuations.
I think current price movement of Kotak Bank is similar to consolidation phase in ITC. Earnings growth without price movement increases margin of safety for me and also gives me more time to accumulate more quantity of the stock.
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