I am a conglomerate investor and I have this conundrum.
#VONE or #CFLB? I mean, I purchased #VONE at Rs.18 and sold out at Rs.21.50.
Now I am contemplating on either waiting for #VONE to dip and buy again or move completely onto #CFLB that I feel is undervalued looking at the NAV and its heavily diversified portfolio.
Looking at the solid financial grounding of #CFLB and the financial specialists onboard, I get a feeling that they are keeping it down on purpose for the moment.
Saying that though, it is loss making and #VONE is strategically diversified, with #RCL and #LFIN doing quite well and has companies like Greener Water and Sampath Bank which potentially can turn into something big.
I am just thinking out loud .