With the logic in place, you have an interesting and a different portfolio. Some companies like ak capital, cimmco, fortune financial etc are companies I havent looked at. I dont have a view on most companies in your portfolio but would request you to keep posting. Its not necessary to stick to pure english bcos I feel as long as you can get your message across it doesnt matter which language it is. As long as we have a thesis for buying a company it should be fine.