1qFY25 consolidated PAT up 63% YoY
Disclosure: Invested
Posts in category Value Pickr
Zen technologies – A micro cap in the defense space! (28-07-2024)
1qFY25 consolidated PAT up 63% YoY
Disclosure: Invested
Ravi’s Portfolio – Log and Review (28-07-2024)
What is your rational behind investing in Old Bridge?
Motilal Oswal Financial Services (28-07-2024)
looks picture perfect based on data. but PE is very low
why? anyone know? is it corporate governance?
Motilal Oswal Financial Services (28-07-2024)
looks picture perfect based on data. but PE is very low
why? anyone know? is it corporate governance?
Ravi’s Portfolio – Log and Review (28-07-2024)
Portfolio Update – Jul’24
Core – Sold HDFC Life and Nestle
Satellite – Sold BCL Ind, Added Tube Investments, Indigo, PG Electroplast and Ahluwalia Contracts
Mutual Fund – Only active SIP is Old Bridge Focused
Core Portfolio – 70%
| Instrument | Weight |
|---|---|
| United Spirit | 14 |
| Titan | 11 |
| ITC | 10 |
| Bajaj FinServ | 9 |
| Havells | 6 |
| Dr Lal PathLabs | 6 |
| Pidilite | 5 |
| LTTS | 5 |
| HCL Tech | 5 |
Satellite Portfolio – 30%
| Instrument | Weight |
|---|---|
| Indigo | 4 |
| PG Electroplast | 4 |
| Tube Investments | 4 |
| Ahluwalia Contarcts | 3 |
| RATNAMANI | 3 |
| EID Parry | 3 |
| SHYAMMETALIC | 2 |
| BAJEL | 2 |
| ACCELYA | 2 |
| CLEANSCIENCE | 1 |
MF – Active SIP
Old Bridge Focused EQ
Ravi’s Portfolio – Log and Review (28-07-2024)
Portfolio Update – Jul’24
Core – Sold HDFC Life and Nestle
Satellite – Sold BCL Ind, Added Tube Investments, Indigo, PG Electroplast and Ahluwalia Contracts
Mutual Fund – Only active SIP is Old Bridge Focused
Core Portfolio – 70%
| Instrument | Weight |
|---|---|
| United Spirit | 14 |
| Titan | 11 |
| ITC | 10 |
| Bajaj FinServ | 9 |
| Havells | 6 |
| Dr Lal PathLabs | 6 |
| Pidilite | 5 |
| LTTS | 5 |
| HCL Tech | 5 |
Satellite Portfolio – 30%
| Instrument | Weight |
|---|---|
| Indigo | 4 |
| PG Electroplast | 4 |
| Tube Investments | 4 |
| Ahluwalia Contarcts | 3 |
| RATNAMANI | 3 |
| EID Parry | 3 |
| SHYAMMETALIC | 2 |
| BAJEL | 2 |
| ACCELYA | 2 |
| CLEANSCIENCE | 1 |
MF – Active SIP
Old Bridge Focused EQ
Techknowgreen Solutions – Microcap in need of the hour business (28-07-2024)
Did you attended the virtual road show?? What were the outcomes??
Techknowgreen Solutions – Microcap in need of the hour business (28-07-2024)
Did you attended the virtual road show?? What were the outcomes??
Arvind Fashion : Value Unlock or Trap (28-07-2024)
Right now the entire growth seems to be coming from PVH group (Tommy & CK) only. US Polo & Arrow is flat YoY and Flying Machine seems to be going backward both on Sale and Margin.
Until and Unless Management is able to turn around Arrow and Flying Machine quickly, there might not be many triggers available for the near term as all the low hanging fruits of Debt reduction and discontinuation of loss making brands has already been actioned.
Disc : Invested