@Kritesh_C@kanodiaankit12@nbalajiv I think capitalmind flexi cap has active weight of more than 80%. You may want to check that out. @deepakshenoy sir if you can share that active weight article if possible. Thanks.
@Crazynaval@Prashanth_Krish Wild!!!! Sold as debt plus, equity plus, hybrid plus, tax benefit plus, plus plus, depending on "which plus" the buyer is "likely" to say "yes". Crazy stuff going on.
@NonsensicalNemo Love you writing sir. A while back you wrote an article on India - the greatest story ever told or something on those lines. I am trying to find that article. Can you point me towards the article.
@riteshmjn Sir, what would be your view on careers on performing arts and sports like classical dancers, singers, soccer players, cricketers, etc. in India and in general. would like to hear your thoughts. Thank you.
@contrarianEPS Sir what level of earnings yield you would be comfortable with? Something around 10 year G-Sec is a good way to look at in these companies?
@Sudh_Luv4Equity Yes quite a brand. I have been looking at the company since some time as well. Would you re-look now as margins, pe, etc. seems to be historically low? or do you think something structurally has changed here and hence could be expensive even now.
Weekend (long) thread: Indiamart Intermesh - why is it struggling, and is there light at the end of the tunnel? ๐
Please RT if this thread adds value, helps my small business grow! โป๏ธ