Promised to share my portfolio, so here it is.
None of this is investment advice, please do your own research. I may choose to exit, reduce or add anytime to these.

More from Tar ⚡
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Conviction | Patience
Asian Paints is the TCS of 'Home Improvement' space
Think in terms of ::
- Sustainability of Leadership over decades
- Sustainability of Consumption Megatrend
- Sustainability of CFO and Governance
- Quality of Balance Sheet
Rather than absolute MCap
Asian Paints is the TCS of 'Home Improvement' space
Think in terms of ::
- Sustainability of Leadership over decades
- Sustainability of Consumption Megatrend
- Sustainability of CFO and Governance
- Quality of Balance Sheet
Rather than absolute MCap
Conviction | Patience
— Sajal Kapoor (@unseenvalue) December 30, 2019
TCS of CDMO in the making over the next 15Y \U0001f1ee\U0001f1f3
Compounding @ 25% since the IPO.
Syngene | Revisit 2030-2040 https://t.co/PHd8UEod5X