Yogesh's blue chip 10 Portfolio

[pradip]

Yogesh, it will help to hear your views on my checklist. Thanks.

Hitesh portfolio

Hitesh, in the hindsight, this was a superb post you wrote beginning of the year. The market in the last 8 months has behaved so close to what you wrote in the post! Will be helpful if you could share what’s on your checklist at the point of time and why. Below is my checklist. Please do share your thoughts- Kajaria tiles - The stock has corrected 50% YTD and is reasonably valued on historical valuations. Though the tiles market is very competitive and no player has pricing power, Kajaria …