@pikrohit wrote:
Here is the presentation I gave at VP Chintan Baithak at Goa in July 2016.
Investment journey- Rohit Ojha.pptx (92.9 KB)
I have a full time job plus I am pursuing a doctoral degree so that leaves me with little time these days to read/research as much as I would like. However, the interest in investing has kept me going.
It was great to be a part of the VP chintan baithak 2016. Probably I was one of the least experienced guys in the room.Big learnings from the meet- focus on risk, riding long term stories without trying to be too smart and something that Om said has stuck with me- "deep research gives insights, and insights give foresight".
Current PF-
Alembic---------15%
Torrent Ph------10%
Granules--------10%
Syngene---------8%
Avanti------------13%
PI Industries----10%
Repco------------11%
Edelweiss---------7%
Jagran+DB-------9%
Camlin-------------3%
AYM----------------3%
Fertilizer basket--4%Discl- This is not an investment advice. I am not a registered analyst.
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