Zydus Wellness
Multiples: 6.5
Period held: 16 months or so
Experience: It started going up a lot later than my other picks which ran up significantly from March-June 2009. Unfortunately, I didn't add significantly to my holding in June even though I had some spare cash.
Learning: Companies with low capital requirements, no debt and a big moat will sooner or later be recognized by the market. You should load up when they get caught in an ebbing tide....
Shri Laskhmi Cotsyn
Multiples: 6
Period held: 16 months or so
Learning: Markets are not efficient. Securities can sometimes get ridiculously under (or over) priced
Financial Technologies
Multiples: 4
Period held: 16 months or so
Learning: Paying attention to what is discussed on TED can be lucrative ;)
There are a few other 3-4 baggers which I got from cyclicals (Metals and Autos) which I have now sold.....
The learning is obvious. Cyclicals do well when markets correct after a huge fall.