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Recent questions
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Roast my portfolio:
Name, P&L, Reason
1. Adani Ports, +50%, Portfolio leader
2. Adani energy, at cost, High capax
3. Adani Wilmar, -30%, Mcap<Sales, low PE among FMCG but stake sale is pending
4. Alkyl amines, -50%, my initial stock
5. Balaji amines, -25%, my initial stock
6. Bharat wire, -15%, Promoter buying
7. Birla soft, At cost, seems good value
8. Campus, -3%, Footwear is not doing good but Public holding significantly reduced in last 2-3 quarters. Also thinking to switch this with reliance
9. Dwarikesh sugar, -20%,...
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