I am new to the world of investing. Finished reading books by Peter Lynch and pat Dorsey. My present portfolio is as follows:
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Tata elxsi. 1014.
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Sterlite Technologies. 283
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Marico. 351
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Ashok Leyland 97.80
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Britannia 2703
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Tata elxsi. I believe the management is very solid and trustworthy. Company is working in areas like AI, automation, embedded systems for vehicles. It has been consistently profitable and growing except one last mute quarter. It has solid R&D team.
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Sterlite Technologies. Company has shown phenomenal growth in recent 5 years. Even after slowdown, management is guiding 25% growth. It enjoys kind of monopoly in Indian market. Revenue from services and AMC is likely to continue for years. They will get most of the benefits once 5g implementation starts. There was an issue of pledged shared which I had ignored by mistake. However, the pledged shared have been revoked now.
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Ashok Leyland. It is second largest truck manufacturer. The electric buses being developed by them are of remarkable quality and are appreciated. They have the capability to grow in EV market. Business from other countries like Bangladesh has started growing.
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Marico and Britannia. After reading book by pat Dorsey, I could find these two FMCG companies which have good numbers, enjoys wide moat, management with integrity. Being moat was observed through both numbers as well as brand name in every household.
At present, all companies are having equal weightage. Will keep adding the amount in SIP kind of way. investment done is for atleast 5 years horizon. Opinions/suggestions from all members is requsted.