Idea update & Ashiana AR Markings

Ashiana is a perfect example of a good company caught in an extremely difficult external environment. The industry was facing a slowdown and COVID is going to give a death blow to many, given their balance sheet they will survive but as Investors best is to forget that you own stock for the next 2-3 years.

My highlights from the Annual report can be accessed here
 
PS – Evernote highlights are best viewed on a desktop

Portfolio Addition