i have been following your knowledgeable posts regularly. i wanted to know what are your high conviction ideas currently at these prices in the secondary market? i am a long term investor and can hold for 3-5 years.
also since you track HCL Tech, any view on TCS? i am holding since the IPO but find it a case of diminishing returns since the last two years. thanks in advance.
TCS stock has been very rewarding also it had premium PE rating to its competitor. However lately it has few issue which is impacting its price. I do hold TCS in my portfolio not planning to come out as it part of younger son trust account so another 12 years at least i hoping to hold.... Short term u can come out and buy some good LTCG
No of applications in first two hours upto 12 pm 1,88,000+ to 3,90,000 Next one hour 3,90,000+ to 4,84,000+ First two hours spurt may be due to applications entered online of last two days getting uploaded. May be, 1 out of 3 ratio of allottement