Thread by @RamBhupatiraju

Over the next few weeks, the high Macro uncertainty along with Q4 results (surprises & over-reactions) is sure to create some very interesting opportunities to initiate or slowly increase positions in some of these growth sectors if you understand them well.

✔️Time to put the head down
✔️Tune out the random online opinions (comparisons to 2000-02, how much pain there is ahead....)
✔️Focus on each business based on it's own merit
✔️Do the things that are in the best long term interest of your Portfolio.

That is if we can

✔️Tune out the noise while still giving enough importance to the major Macro factors

✔️have good understanding and high conviction in those growth companies

✔️have 3-5 yr holding view while monitoring trends/competition, Liquidity issues, Margin improvement...

✔️being able to take some short term punches when they're not directly related to the business

For me those sectors currently (based on drawdowns until now, expected growth for new few years) are

-SaaS, Ecommerce, Fintech
-Medical Devices
-Consumer (Tech & Brand driven with sticky customers)

and if the indexes crack enough, finally some quality names from
-GARP & Dividend payers
-Industrials & Cyclicals (as a valuation driven ST opportunity)

Wishing you the best in navigating the next few months.👍