Mann’s Portfolio

Hello VP members,
Have not updated PF in a while here,
Hence updating it after almost 5 months.
2 out of top 3 position still remains same

1. SKP Bearings
2. Creative Newtech
3. Kontor Spaces
4. AVG Logistics
5. Mold – Tek Technology
6. Galaxy bearings
7. Misc. (10% – 5 stocks)

Added Kontor due to Co-working tailwinds → Check the write up of mine in on VP

AVG Logistics → they are trying to be the first asset light logistics company, they are doing work in cold chain logistics in Nagpur and Odisha, there’s some major subsidy for set up and post that there’s high margin (28%) for the business,
if they scale up quickly like they are promising they must be trading at 1.25x PEG

Let me know views if any