I prefer concentration since I’ve benefitted immensely from the same strategy in the past i.e. TIPS INDS (bought in 2021 while everyone was talking up SAREGAMA back then).
Today TIPS has become my largest holding following the same. Will EFC become the same, I don’t know but I feel there’s enough firepower. So wait, watch and learn about the company and, thus the sector as well while laddering up as conviction builds up.
| Subscribe To Our Free Newsletter |
