Ext theme is power electronics

Watch out for companies which have not done qip, not increased debt, not diluted option pools, and are solving hardcore, competency problem. Not rent seekers, not body shoppers, not plastic packagers, not margin traders. I am asking you all to search for companies which have started factories, have visa holders from Taiwan and Chian. Avoid big names, obvious names, who have a habit of not giving returns like rr, l&t, etc.... If India has to grow, Rent seekers, wrappers, importers, body shoppers have to trade at 0 PE