Vallum Capital looks very interesting and have given good results. Their LinkedIn profile has the returns for this year and annual investor letter.
https://www.marketsmojo.com/Stocks?StockId=774710&Exchange=1&Force=1#navDashboard Ujaas Energy - Looks interesting
Yeah, I am still holding and didn't see any. But dint buy either. I did buy Karnataka and RBL in small chunks few days back. Will continue to add...
Thanks, I will look to add on dips whenever possible.
Please let us know. Thanks.
Good results but asset quality worsens due to one-off spike in new NPL. Risk-return still attractive ? I believe so, will keep adding on dips.....
I also think Financial firms that have wealth management, brokerage, mutual funds will have a great growth story as the GDP grows and people have...
As the per capita GDP grows, we will have a great consumption story. Hospitality, Entertainment, Healthcare should do great in the long run....
HDFC Sec has this option.
HDFC Securities Reports on Intellect Design - https://www.hdfcsec.com/Research/Company-Research-Report.aspx?CoCode=54769
I am of the same view. It's my biggest holding since Rs900. And plan to hold for many more years. I am just not getting opportunity to add more...
I am also biased on Banking & Financial services. However, I usually hold only 10-15 stocks above which I lose focus. What's your rational behind...
Does anyone know how is Ambarish Baliga on MoneyControl dot com. He has yearly fees of 15k. Please revert if anyone has any info on this one.
I have IBHF and L&T HF...
I am invested in LPC, ARBP. Believe these will outperform as the valuations are reasonable and trading below historical averages. There may be...
I have IBHFL and bought L&T finance after recent correction. I really like IBHFL, its a large NBFC and less risky compared to others. Also good...
I agree, also IBHF should be able handle any asset quality impact due to demonetization. It's a formidable player..
I have Indiabulls HF and Mannapuram. Thinking of adding GIC/SKS
I am planning to join PE
I am planning to join an advisory soon, and now I think PE is worth looking into...after all so many jealous people..
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