Update
Added Credit Access Grameen at 1165 with 5-6% allocation, seems beaten down. Kind of studied and found to be a quality company at maybe fair price.Near term upside triggers are absent rather downside triggers are playing out
High chance of going more low as MFI cycle unfolds (If goes bad), but willing to take the risk as I might plan to hold as the Parent exit story unfolds (I personally wish KMB acquires of at all – Not sure what anyone or I gain out of it)
Added as valuation is at bottom (assuming no book value losses will be posted given the past track record as profits and BV bloated in this upcycle)
| Subscribe To Our Free Newsletter |
