Hi. It is good to be back after a while. Sintex Industries appears to merit a deeper study because : 1. They are moving to high end yarn which...
Good afternoon. Sintex Industries appears to be a very interesting long term story as well. I wonder if members have done some research they could...
I will give it a quarter before reviewing. Jumping in impulsively is bad; jumping out in panic is worse.
I got this one wrong. No shame in admitting it. I will give it one more quarter though.
Hmm. For the time being I can't dispute what you are saying. This quarter has been bad. Kitex PE is bound to shrink over next two quarters. The...
...but the money is still yours:-)
We can argue about how many stocks are needed for diversification but yes, a minimum of diversification is fundamental.
There is a clear difference between a FDA observation and a FDA warning. Granules got the former, not the later.
This cut is market driven not stock driven. There were two observations by FDA. But that is normal, nothing terribly negative. So if I had free...
While I tend to agree that for commodities there has to be an uptick; I would be very very careful with the timelines. The other day, in an...
There are no seniors, no experts, no juniors. Just people linked by a common interest and hungry to learn from each other. Anyone who demands...
China is moving from an investment led economy to a consumption driven economy. This is the core of the story; coupled with two facts : the...
My view is the same : given how price regulation ( politics), royalties and weather can impact it, I have taken this off the list of stocks I track.
The problem is to distinguish between popularity and depth in discussion. Very hard to reconcile these two.
I agree with the broader point that Rama Murthy Sastry Challa makes; which is to seriously apply our minds on how to improve the quality of the...
I agree 100%. Cant remember who said it, but he called derivatives - Weapons of Mass Destruction.
Is there a timeline for the demerger ? and are there any numbers around what will be the value of unlocking ?
I don't really understand the logic of picking stocks for a calendar year. Seems to beat the logic of long term investing. That said, my preferred...
A Very Happy New Year To Everyone! Here is wishing all of you all the multibaggers and compounders in the world! To wealth and happiness!
If it is a reference to TGB, I agree it is worth a detailed study.
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