There is no thesis from my end, this is my first ever post in this site. I am expecting 26% CAGR and should be double in three years, can hold as long as growth is there, 3,4,5 years if fine for me. I track every thing about all mention stocks, Quarterly result, attend all concall, every news or update from BSE for those stocks.
Why i am wanted to reduce stocks as it would help me get better return if stock picking is right, rather than spreading across the many stocks. I am happy to accept different views and perspective for long term holding. Really appreciate if you share whatever views you have on it. Thank you.
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