
Sold 2 Stocks I 27Jan | #sharemarketeducation . . . . Considering the ongoing war like tension, shall we sell everything and build cash positions? No — It is usually a bad move. Markets fall on headlines, but recover faster than emotions. Historical wars have: * Caused sharp short-term volatility * None permanently destroyed long-term wealth Our Strategy: If we are a long-term investor (3–5+ years), we need not sell everything Instead: ✅ Hold quality large caps ✅ Remove Poor Quality/Poor Growth companies ✅ Add More of Highest Quality companies ✅ Raise 10% to 30% cash I shortlisted 11 stocks from my portfolio as weakest growth companies. Out of those 11, I have sold: ACC Ltd • Underperforming share price with weak technicals • Competitive pricing pressure • Have positions in Ambuja Cement (same sector, same Adani Group) Indigo Paints • Decelerating revenue growth • Competitive disadvantage vs larger peers – Asian Paints and Berger • Profitability & capital efficiency trending lower • Crude oil volatility has been adding to pain, as it’s key raw material This shall pass too...Stay Strong 🫂 All the best everyone !! Thank you for your unconditional love and support !! On a Mission to Make Finskool21 as India’s Most Trusted Finance Research Company !! Saath Mein Seekhenge aur Saath Mein Grow Karenge !! In the past I have shared gems from Banking, IT, Defence, Green Energy, Logistics, Railways, Glass and more The returns are whopping 50+% Am a SEBI registered research analyst. My videos are not investment advice. These videos are to help you understand how to select quality stocks. #stockmarketlearning #stockmarketeducation #ACC #Indigopaints
This post was published on 27th January, 2026 by Ritesh on his Instagram handle "@finskool21 (Ritesh Kumar)". Ritesh has total 364.2K followers on Instagram and has a total of 1.2K post.This post has received 3.1K Likes which are lower than the average likes that Ritesh gets. Ritesh receives an average engagement rate of 0.92% per post on Instagram. This post has received 132 comments which are greater than the average comments that Ritesh gets. Overall the engagement rate for this post was lower than the average for the profile. #ACC #sharemarketeducation #stockmarketlearning #Indigopaints #stockmarketeducation has been used frequently in this Post.