My portfolio updates and investment journey

@Mayank14 thanks for writing in.
Rategain has moved from low of 660 to 850 in the past 3 months so almost 20-25% return. Hence, post results you might be seeing a muted reaction.

I have shared my scenario on Rategain here: Rategain - Fast Growing SaaS Leader - #31 by joinjp2003. You can note that based on management guidance PAT CAGR can be in 35 to 40% range.

Now as a investor I shall have to take call whether this is priced in or should I give 50 PE or 60PE on FY27 numbers. I am comfortable with PEG of 2 while at PEG of 3 i get nervous.

Disclosure: invested and trasacted in last 30 days. I am in trimming mode as its getting big in my portfolio.

Disclaimer: I am not a financial advisor and nor a SEBI registered Analyst. The content shared here is only for learning purpose. All the names mentioned here are for example purpose. I may buy more, exit or partly sell the stock/bonds without any prior intimation.

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