Hi Shanid,
Your conviction and clarity of thought were key reasons why I held on to ASM Technologies for as long as I have.
I have always appreciated your thoughts and analysis on the company.
Many thanks, and I am glad that this forum exists.
Disclosure of holding: I kept buying shares in ASM Technologies from 2021 to 2023, with an overall cost basis of ₹227. I have a fairly concentrated portfolio and do not own shares in more than 10 companies at any given time.