Hi Hitesh,
I have been a silent reader in this forum and trying to contribute wherever possible with my little knowledge. I am really thankful to all the senior members for sharing their wisdom. In particular I went through your portfolio thread and I believe you should now be writing a book on investment (if not already)
My Query – In the Pharma space I am holding Shilpa and Granules (5% each) and I have been looking into Torrent for a while. What would be your take in the right order of long term value creation starting highest – Torrent, Ajanta and Anuh. Particularly interested in the growth potential. Anything else that you would suggest to look into? I am also keen on MPS though I may have missed the train earlier.
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