Bit disappointed with the interviewers. They did not ask any questions related to promoter stake sale. Nor did the MD bring it up. Markets are not going to rerate the script if the promoters themselves are selling.

Thanks Vikas for kind words, though there is no PF thread i started, i am sharing my strategy on different threads.

I started active investing in 2013 though i was in market before however was active heavily in F&O and holding periods were low.

From 2014 to 2017 my gains were 20X at peak, Nov 17 i sensed euphoria and started selling, cashed out 40% of PF to clear my home loan, car loan, investment property loan, remaining 60% dropped by 80% till March 2020​:joy:

Only solace was i had paid off my loans. Yes bank was a huge setback as i sold yes bank at 10 rupees in Jan 20.

From March 20 till date its 48X returns now.

Rotation has its own pros and cons. I had entered PGEL at 300 and sold around 1100 in a year thinking its overvalued now its 5700,

No FOMO when i see overall performance. Covid help a lot as i could get time at home to fully track the markets and increase PF by “sam daam dand bhed” strategy. I am leveraged by 50% at all times, till now its working well I know i need to pay back once bear market starts however i keep all hated stocks in leverage so avoid much down fall and wait patiently for customer to buy monkeys at higher rate.

I like your stock selection strategy and and constantly follow your PF changes.

My current PF is mostly domestic consumer oriented as i feel lot of churning is still pending. Heavy froth has built up in markets where small bike showroom SME gets 4800 cr bids for a mere 12 Cr IPO. Scary times ahead.

Still able to maintain my PF at ATH despite all selling in last month.

I was also investor in Rel power, Infra, Yes Bank and learnt a hard lesson on corporate governance, Banks and Infra are strictly no for me, never invested in last 4 years once tution classes were over after losing heavily in ADAG and Yes bank​:joy:

Article expanding on strategic partnership with Log 9 materials

As govt allowed distilleries to produce ethanol from sugar crane juice and B heavy molasses, there is hope that they will up with some action for grain based distilleries also.

Sustainable or no, these tubes are commodities, why do you think they deserve a premium?