You wanna read bullshit, here it is.
They are trying to portray high portfolio churn as updating of portfolios.
So if the fund manager churns his portfolio more he is updating his portfolio
By this logic citadel & Renaissance have the most updated port
How ridiculous isthat!
![](https://pbs.twimg.com/media/E5HNNHuVcAIXBze.jpg)
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The other just entered into quality territory today 😜
Quality hone ke liye HIGH PE hona jaroori hai
Quality hone ke liye HIGH PE hona jaroori hai
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— Siddhartha Bhaiya (@sidd1307) June 29, 2021
There are only 2 major manufacturers in India
One is thermax. The other is homework \U0001f61c#valueinvesting #Investment #investing #aequitas
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