Each month, I make it a priority to send out a portfolio update. In the most recent update, there have been minimal changes except for a slight reduction in the weightage of RBA (Burger King) and Kotak Bank by 1-2% points. Let me clarify that my sentiment towards these two companies remains positive, but I needed to free up some funds to invest in two promising startups that have joined my portfolio this month, namely Start and Daisy, and Autocracy Machinery.
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