Me: Sir. How are you? Its been a long time since we had a call
Investor & Professor: Yeah kavi more than a year since we met at a Chennai event I think.
Me: Yeah sir, Hope you are doing well.
Investor & Professor: Yes. I’m good. How are your investments doing?
Me: Hmm. Somewhat of a mixed position sir. For the past 6 months markets seems to have bottomed out. Before that, it was testing my patience. Currently, I am Looking to shuffle some positions, sir.
Investor & Professor: Great. Have you made any sizable alpha?
Me: Hmm. Kind of sir, in some positions. It is close to my targets. I don’t want to stick to them for so long. Also some meaningful returns I think.
Investor & Professor: Sounds good. So, what are you looking for? Do you have anything on hand?
Me: Nothing as of now sir. It’s been 6 months since I had a touch with markets. I am looking for some themes to initiate coverage. What do you think?
Investor & Professor: I feel textiles are overrated at the end of Covid and left alone for now. You can check that. Also, Components suppliers for EVs, This metaverse stuff seems hot, I don’t know whether it will take any meaningful shape, but you can have a short swing on that.
Me: I was also going through a couple of textiles stories. Thanks for the affirmation. Also, Tata motors seem to have a high battery replacement cost. Seems they are running a loss on this division internally. I don’t know the authenticity of the data yet, checking with some vendors. Need to dive deep
Investor & Professor: oh
Me: Also, I would better stay away from this metaverse stuff as I feel it’s not going to work out in the long run. Not sure of that, so I am out of that.
Investor & Professor: You can also check out the hospitality sector. That may have something to spare some time I think.
Me: Ok Sir.
Investor & Professor: ( Other personal conversations )
Me: ( Other personal conversations )
Me: Ok sir. I’ll be coming to Chennai mostly around the month’s end
Investor & Professor: Anything special Kavi?
Me: Kind of sir. Some family functions. I hope you’ll be available for a coffee in our city office by that time.
Investor & Professor: Hmm. I’m not sure Kavi. I’m avoiding travel these days, due to health reasons. But call me when you reach Kavi. Maybe we can plan something.
Me: Sure Sir.
Investor & Professor: Ok Man. See you then take care.
Me: Sure sir. Take care. Will see you soon