A few days back someone talked to me about Caplin Point Labs. He spoke to me very glowingly about it. I was hooked, so I went home ran some basic...
Do tell us how the service and the experience is.
Yes, that is another red flag as well. I think funds will not like Mr. Sabu Jacobs style of functioning. The main overhang is the INR 200 crores...
Kitex is a very interesting one for various reasons : 1. Is a simple PE approach enough to value a growth stock? 2. If Forward Earnings CAGR is...
While patience is indeed a virtue, forgetfulness may not be. Forgetfulness assumes that once you have done your preliminary analysis and have...
May I add pragmatic analysis to the list of virtues needed?
Portfolio style should be a function of ones natural style. Both concentrated and diversified portfolios work , for different reasons. It is...
The core holdings are Shilpa Medicare, Granules India, IDFC Bank, RIL. Kitex and Camlin are in accumulate mode. Others are in trading portfolio.
Financial services normally grows at 3x GDP. Given how Indian GDP is expected to grow, this sector is a must have. Increasingly drugs are going...
I have strong conviction in Shilpa Medicare and Granules India.
I think it starts with our approach to stock selection. In other words, first pick three stocks of companies researched really really well by...
"Never underestimate stocks going up or refusing to participate in downward trend in a falling market" Very wise words, Karb. Words of experience...
Kharb, This is a superb thread especially for its honesty and earnestness. I wish you good luck as you restructure your portfolio and ride its...
My top pick will be Shilpa Medicare. The Capex Cycle is almost behind them, they are in the oncological space and have a solid track record. My...
A very preliminary check throws up the following : - Zodiac ROE and ROCE are in single digit, so straightaway inefficiency stares you in the face....
Clear arguments to make one look at it more seriously. I think stocks which people like should be introduced in this manner, with a cogent...
Why the heck have Camlin Promoters reduced promoter stake significantly if they believe this company is poised for a multi fold leap?
A very happy Diwali to everyone at this terrific forum. Good luck to all of us for a few blockbuster years ahead.
Camlin Fine Sciences has issued a clarification note on this which I am attaching. Just that it is worded in such a confusing manner that I am not...
That is a good good thing to keep in mind. No to almost everything. The 20 punches rule.
Separate names with a comma.