Hi @mayank_raghuwanshi thanks for thinking that i am capable of commenting on your portfolio. But i am not. So just commenting on few stocks i came across in the past.
Nuvama is in my portfolio among the top holdings. So i am biased here, so no comments.
Pricol i sold few days back. I have taken exit multiple at 30pe, based on that i get 13 to 14% annualised return. Good enough but as i am 50% in debt i need to gun for slightly higher return. However, i can re enter stock any time. Next quarter will be good so please dont follow me.
Tanla i have not done enough work. I was not much comfortable with management. Or let me say i had not much reason to buy stock. Bulk sms related product does not sound too exciting to me.
Garware i sold due to historical governance question and related party transcation with promoter owned subsidiary. I can re enter but shall never be among top holdings.
I have no idea on rest all.
Thanks for your trust in me.
Disclaimer: I am not a financial advisor and nor a SEBI registered Analyst. The content shared here is only for learning purpose. All the names mentioned here are for example purpose. I may buy more, exit or partly sell the stock/bonds without any prior intimation . Also note that I recently joined a investment advisory firm. My portfolio is not a recommendation for anyone. Some of these stocks might be in clients portfolio as well so please be aware of vested interest.
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