Hi, I would like to understand the fundamental analysis part of yours, since you are focused on 5x, how do you build conviction? Qualitative or Quantitative factors, etc.
I’m no expert in investing, with my basic knowledge and what I’m practising is to churn the stocks if i see the valuation is extremely higher that their past averages or If there is a change in fundamentals like impact in their earnings over the long term or if i needed some money for something important, only then i’ll think about churning it.
if you like reading, you shall read the mastering the market cycles, great book i read recently gave lots of ideas about churning when and how it can be helpful. let me know if you would like to know summary of my learnings from the book.
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