Hitesh,
Welcome to the discussion! Interesting theory on Adani’s.
Re: what we do best at ValuePickr
We must try our hand at broad-based investing. Not just remain specialists at picking up great businesses in infancy…which though will perhaps remain our bread-n-butter core competency.
It has been pointed out to me by Seniors - the next level for ValuePickr - is to be able to also make a case for broad themes in play, get better at identifying lead themes early, pay some attention to macros. In my limited experience of now some 8 years in markets, I have seen there are different themes at play at different stages of the market.
Our core-competency alone will not be sufficient for us to ensure big market-beating returns, we need to become more well-rounded investors - that’s a strong inside voice growing louder by the day :-).