Hi Pragnesh,
I am following your portfolio for months now and I would definitely say that I am impressed with the kind of conviction that you have in your stocks which make you stay invested for this long duration and your plan of holding and never selling. It shows a great character.
Could you please elaborate your reason of buying ICE Make. I am also interested in the stock and would like to understand your thesis on future profitability of this company. For me it wasn’t very clear on apart from continuous panel business how would they grow their refrigeration business. Also why are they are not able to grow in cold chain logistics.
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