Hi Rahilji, Thanks for your comment on position sizing. Right now I do not have a investment idea with good valuation, as valuation are sky high, though I am trying to evaluate SGMART’s business model, it is a tech-enabled premier B2B one-stop shop that provides a wide range of construction-related solutions. , but I don’t find much data, I welcome suggestions from the group. it is at PE of 71+. I am considering to start selling Trent slowly and park the money in NIFTY 50/Debt fund(50+50) till I find a good business model with good valuation. I will start reinvesting in Trent in case there is a big correction . I do not find any negatives in Trent, except high level of non-cash earnings. I may be biased, please share if you have noticed negatives or other risks in Trent. I am unable to discover a better Idea than Trent with good valuations right now.
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