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noname.cpp

@sahilvi
5 months ago ~850 views
Biggest learning in last few months on largest winner & largest loser:

⬆️ Racl GearTech. Almost 10 bagger in 1.5 yr Learning: when valuation is on your side, biz is good, buy a truck, then LOAD UP. position sizing is khaas, baaki sab bakwaas.

⬇️ Vaibhav global. currently Around my initial buying price. Buying at high valuations is discounting lot of expected earnings. Any negative surprise can 😀🔫 =💀 still I would continue to hold because I don't think the correction of 50% was proportionate to the negative earnings surprise which itself was 1 off. expecting their earnings to recover soon & Germany to hire in fy24. 💯💯
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noname.cpp

@sahilvi
5 months ago ~10 views
fire in fy24 *
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