@reachanandl Fear and greed have no limits. Narratives buildup with the rising price every time and it becomes difficult to act rationally. Possible but difficult 😏
@PulkitA30298377 The knowledge curve is a massive, underrated moat. When you are building mission critical assemblies where failure is not an option, that deep technical experience is something competitors just can't shortcut.
@suru27 1. Polymed - Market leader. Medical device industry is still dominated by global players in india. Huge runway
2.ACE - Market leader in cranes 🏗️. Proxy to Infra/construction/industrialisation.
@Rahul18172 He has not sold a single share,he just transferred to his own company for tax harvesting. I recommend developing your own conviction rather than relying on the actions of prominent investors, who typically allocate only a minimal portion of their net worth to such investments.
@Sandeep_Majj Exactly, during the initial days of my investment, I couldn’t understand why a few stocks fell despite fantastic results and why they rose even with poor results.
@reachanandl What was your initial investment thesis, particularly given its financial challenges at the time? Do you prioritize a deep dive into the balance sheet and financials, or is your decision-making driven more by the 'big picture' and strategic intuition? Just curious