I have completely exited Majestic auto.
I have been adding to in last few days
Antony waste - good results, waste mgmt can be very big in the future, fits lynch definition of a dirty overlooked business
coromandel, cdsl, kirloskar Brothers, aarti surfacants, berger paints, kotak, expleo solutions clean science, godavari Ispat, jsw steel, deepak spinners, alkyl amines, tech m
I only buy stocks on down days and in a staggered fashion
i dont mind having a large number of stocks.
no psu stocks in the portfolio (have learnt from experience that all those dividends and cash on balance sheet are just a mirage and we end up paying huge opportunity cost (lost opportunities in Pvt companies )
Disclaimer : this is not investment advice and i am not a sebi registered advisor please do your due diligence before investing.