Joys Of Compounding: The Passionate Pursuit of Lifelong Learning

by Gautam Baid

my portfolio holdings: 1. Revival of the Indian pharmaceutical, automobile, camphor, and quartz surface industries: Alembic Pharma, Laurus Labs, Suven Pharma, Anuh Pharma, Strides Pharma, Solara Active Pharma, Granules India, Shilpa Medicare, Dr. Reddy’s, Ajanta Pharma, Aarti Drugs, Medicamen Biotech, Rajratan Global Wire, NOCIL, Mangalam Organics, Pokarna. 2. Gradual shift of chemicals manufacturing away from China and toward India: Dai-ichi Karkaria, Valiant Organics. 3. Secular growth of animal healthcare industry, digital adoption, and cloud computing: Sequent Scientific, Hester Biosciences, IndiaMART, Xelpmoc Design, Mastek. 4. Import substitution in India: Alufluoride, Mayur Uniquoters, Dynemic Products, Frontier Springs. 5. Secular growth of aspirational India’s discretionary consumption: Bajaj Finance, Dixon Technologies, SBI Cards. 6. Sharp rise in COVID-19 testing: Kilpest India, Titan Biotech.