@vikas_sinha I’m sure you know what you are doing - I might not agree with the turnover but I respect your take on this. I have a couple of questions if you can clarify (just trying to understand the thought process):
- RoE, RoCE, PE, CF & FCF - Do you take these numbers from screener/trendlyne or calculate yourself from ARs?
- I see the idea/story behind your positions. Would you mind sharing your numbers/calculations to support the story (of maybe one investment of your choice as an example)? In short, how did you value a business before deciding to make a position.
Regards