6 Comments

Read your article on the power sector and followed you here. A small time investor, late entry at a late age. I appreciate thought processes. I find that those have helped me far more in my investing journey rather than any recommendations or predictions. I have stopped believing in labels like "blue chips " among other things. For myself I have also learned not to believe in the "long term". It doesn't work in life in general and certainly doesn't appeal as a stock strategy for me. Neither do I trade on a daily basis. Defining an exit strategy for any stock I invest in is my current goal. When the percentage gain is way way over a 25 % return within a short time....how to get the hell out of there is what consumes me!

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I find myself in the dilemma of investing money or not, add to existing positions or new ideas.

Few of my investments say IEX, Tata Power etc. has risen so fast that could not deploy the amount intended or buy quantities. Now since they are in higher valuation territories little skeptical to add more. How do you overcome such situations as these are not 100% pass. Sometime investing the desired allocation at one go would be the best. But there are instances when you do 100% and the movement is south. Any suggestions based on your experience? Thanks

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Jul 30, 2021Liked by Ankush Agrawal

Very Well written. Good wisdom especially from a person of your age. I think Zomato's business can easily be broken by a competitor App because they don't have anything much in assets except a famous App. Apps are getting replaced easily(even big mightly Whatsapp is getting replaced by Telegram). However similar thing cant be said for loss making companies like Indigo who have assets base like Team, Aircraft etc. Hence long-term probability of Indigo doing better in comparison to Zomaro is higher.

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