Added a little bit of Shilchar and Ethos with some cash freed up from Techno electric. Had been toying with the idea of trimming some Macpower but then couldn’t find a single reason except stock movement to justify the action.
Reading Capital Returns and Masterclass with Super Investors has been a refreshing change. Investing is such a funny domain that the same thing read and then reread can have a different implication in what you construe.
The current run of the markets when stocks are running and anti thesis is not having any impact can lead to a delirium for any investor. There are a lot of new ideas popping up but everything seems to have had a stellar run.
Would love to exchange notes on the experience of others as to how they are navigating such a bull run when almost everything seems to work and almost nothing seems to fail 
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