@akshatinvestor Portfolio : Compounding + Outsized Bets

Thanks for kind words. Arvind is a turnaround play, it is high risk high reward investment. Business has shown significant improvement and management is pruning cash draining business, so directionally it seems to be going well. It is already 2X for me but there is a huge potential if management is able to realize business potential. I wrote a thread on this.

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