My India Top 10 PF perf update
As at mid Mar21
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Ppl who follow me n retweet this shall get my full PF (23 Stocks) in DM
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Adani gas +413%
IndiaMart +257%
IRCTC +46%
SterTech +44%
CDSL +201%
IEX +161%
Teamlease +116%
Infoedge +15797%
HDFC LI +78%
CG Consumer +71%
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@GetBenchmarkCo ISRAEL $RADA - RADA Electronic Industries Ltd. develops, manufactures, markets, and sells defense electronics to various air forces and companies worldwide. Cathie Wood owns this as well
@PaulAndreola@PaulAndreola
Twist news from preclinical studies that three of its proprietary antibodies protected against the weight loss associated with COVID-19. The positive results highlight that Twist's platform can develop effective therapeutic molecules.
https://t.co/D3QOXsSzzM
@GetBenchmarkCo Thank you for your analysis and wishing you all the best. Would you be interested in analyzing a small cap $IPATF that is in the business of making antibodies and working towards a Nasdaq listing because this one is an under the radar stock? Good luck.
Exit only if an accounting fraud or corporate governance issue. Else will hold for next decade.
Astec
Atul
Clariant
Deepak Nitrite
DMCC
Excel Industries
Fairchem
Navin Fluorine
NOCIL
Rallis
SH Kelkar
Sudarshan Chemical
| My preferred SpecChem for next 10Y
I buy 1/3 position after extensive due diligence, 1/3 after meeting management and some employees, and final 1/3 when management does 25% of what they say. It can take a month or a year to get to 3/3. The best ones are where I’m paying up and buying higher for every third.
1/ If you can change your focus, you can change your future.
Don’t spend a minute worrying about something that you can’t control. If something can’t be changed by you taking direct action, put it out of your mind. Today’s society is overrun with useless distractions