I have realised over time that one must not be in hurry to sell a stock with a brand recall and huge opportunity size. I have been guilty of selling a legacy stock like Asian Paints in early years out of ignorance and do not want to repeat the mistake. Although I did feel the temptation to sell Kajaria @ 700 couple of months back when it was trading at around 40 p/e but decided to stay put for reason mentioned above.
Reproducing the extract from my portfolio topic posted in Sep’16
