Hello Friends I am new in this group…i am very happy that my joining request has been finally approved..Thanks to the Admin members..
Friends I have invested in two companies till now
1> Wol3d ( Around 60% of my total portfolio Value)
2> 20 microns(around 40% of my total portfolio Value)
Reason for Wol3d selection is as 3D sector is in its early stage so TAM is huge…and apart from printer resin wol3d has enteres in toy sector..which has also huge market
Reason for 20 microns entry is as valuation was cheap and also it’s one verticle is Plastic segment…which has slightly high margin and also % revenue this verticle is becoming high…and according to management this is future growth engine…so by looking at verticle shifting i invested in that
How is my portfolio companies.Please analyse.
Note-As I am new so my diversification is not good…but in 6 7 years span I will be diversified to total 7 8 companies max.