The change since last update is selling off phantom digital and converted into natco pharma.
Yes, I am holding several with losses but atleast with convinction enough to be patient. I would have liked to be patient till 450 mark but maybe the Natco train would have left the station by then and given bigger returns. I am increasingly convinced AI is going to be very disruptive like what mechanization did to handloom etc, for a few industries atleast.
This was the biggest loser among the current holdings, next only to kotyark.
Natco looks cheap because of issues with US market, now doing well.
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