I still like Kitex. But naturally it makes more sense to add at 640 than it does to add at 705.
The key question to answer : if I had an extra rupee to invest would I put it in heritage or one of my existing stocks. My answer is I would...
Promising undervalueds are hard to find. I suppose that depends on how widely and how deeply we look. People like us with day jobs have limited...
Thank you. I did not know this. I thought the reason for the fall was their 100 crore expansion plan and lack of clarity on if that would be...
Stocks like Shilpa Medicare, granules India, camlin fine sciences, canfin homes, srikalahasthi pipes can give disproportionate returns over a five...
The two main arguments seem to be : 1. Undervalued relative to peers even at current prices 2. Huge growth plans ahead, as declared by their...
I am writing this to request members who have an insight into this stock to give me an objective assessment of why this stock is viewed as a...
Thank you. Personally, I have decided to stay away from this sector because weather and politics are key outcome influencers. While we can argue...
It is a matter of allocation and timeframes for allocations. The other reason I like IDFC bank is they have a strong balance sheet. The weak...
Darth, The differentiated business model comes from two directions : 1. Lowest cost / income ratio in the industry. The plan is to be 30% lower...
I agree with all the above points. I think IDFC Bank is a part of the new age banking paradigm that is assaulting status quo. But certainly, the...
IDFC Bank is a conviction bet based on the following : - honest & competent management - strong balance sheet - differentiated business model My...
No Sachin. I think pharma and finance will be better sectors than it and fmcg to generate alpha. Here I am talking of my investment portfolio...
40 pharma 30 finance and banking 20 housing & related 10 others
I have decided to not go further because I already have a large allocation for pharma . So from a sectoral allocation point of view have decided...
IDFC bank is for a patient investor with at least a five year horizon. It has s lot of potential but then, execution on the ground is critical....
Honestly I fail to understand why we are discussing the ability of proven people whose brilliance is well established beyond doubt. Irrespective...
Why did you sell Kitex Garments?
Kaveri Seeds really tests everything one thinks they know about investing :-) They are also a bunch of very savvy guys who have presented the...
I am keen on Shilpa Medicare as much for management integrity as for business opportunity. Multiple checks I ran have always added up to just one...
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