Mihir Vora of TRUST Mutual Fund selects stocks using ROCE filters and terminal value theory. He focuses on companies with visible growth and sustainable capital efficiency. The uptrend in markets looks sustainable with potential volatility. Sectors like construction and consumer discretionary are gaining attention. He suggests a balanced investment approach with equities, gold/silver, and fixed income.
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Business
Fund Manager Talk | How Mihir Vora picks stocks using Gorilla hunt and a LIM test
