Started learning about market since September 2023. Read few books and following some YouTube channels regularly.
Portfolio Stocks
RedTape
PN Gadgil
Aavas
Aptus
DOMS
Ethos
Rainbow Childcare
Poly Medicure
Strategy - Invest into Consumer, Medical and Finance companies from small and mid-cap, which are fundamentally strong. Invest for long term.
Goal - Beat mutual funds and generate 20+% CAGR.
Feel free to suggest learning resources.
Also if you see some red flags here.
Thanks in advance
I personally don’t feel comfortable investing in companies which does not do con calls. Makes it very difficult to hold on to them when the results are not as per expectations or the market sentiments are week and the stock is getting crushed.
Ethos-> RoE and cash conversion ratio does not look good to me.
Doms-> Valuations looks stretched to me, not sure at what level you added the stock to your portfolio.
Yes. RedTape is down and no updates. Thats scary. Thinking of moving to different stock on bounce.
