IIMA_Brat

Fundamental bet - SPANDANA

Long
NSE:SPANDANA   SPANDANA SPHOORTY FIN LTD
Even with today's move of 14% , its PE is in range of only 9-11.

Greatly undervalued.
Founder of the company is extremely talented person.

If you want to wait for it to retrace then you can, but I would suggest it to buy at CMP.
This my 2 year hold bet. I'm expecting at least 2x from this level.

Disclosure - Invested.
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