Added interarch in place of Trent with a small. Allocation .
Thinking of having two separate demat account one for core and other for her the high growth stocks .
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From August when you added till September when you sold, in 1 month what was the valuation changed for Trent? Curious to know…
Adithya ji… what is the thesis behind taking position in interarch?
@Mudit.Kushalvardhan
I added Trent to my portfolio around January-February when it showed a strong upward trend with high volume. My curiosity deepened after seeing the recent growth of Star Bazaar and Zudio in Bangalore, which led me to study the business in more detail. Over time looking at competitive advantages, sales, and growth, I began to appreciate the quality of the business.
However, I was not comfortable with the valuations, as I was considering holding it in my core portfolio.
Nothing though of extraordinary just two things:
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While Trent offers strong growth guidance for the next 2-3 years, the elevated valuations might absorb much of my returns if the price-to-earnings ratio falls to the 40-70 range.
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Prepared bull bear base sceanrio.
Personally I does not believe in doing sip in high cos instead I will like to hold cash buy SGB
I may be completely wrong, but this are my views .
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Yep trent seems like a great play. They are entering in LGD (Lab grown diamonds too) Zudio store economics are also good. Plus its value fashion theme where u can also see V2 Retail and VMart having awesome SSSG growth.