Will not have impact
Posts in category Value Pickr
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (25-07-2024)
Ceinsys is promoted by Meghe group which has rich political history. Don’t think B2G will be an issue for them.
The company regularly participates in domestic tenders (see screenshot below) and should be able to capitalize on any opportunity that comes by.
Discussion Thread ‘Smallcap Hunter’ is missing: Poof! Gone (25-07-2024)
this is Shiba Inu a crypto token on Ethereum Blockchain, absolutely useless in both crypto and real world. Yet it commands an astronomical market cap of 9B$
Its just a liquidity fueled mania, an extravagant display of greater fool theory in play. at least our small caps have are engaged in some meaningful business no matter how inflated their valuations are.
I am not good at timing the peaks, nor do I have the temperament to handle such volatility. Those who can, kudos to them. I continue to hold onto names that fit my rules and thesis and sell them at valuations that I’m not comfortable holding, I might sell them sooner and miss out on gains, make mistakes, learn. Indexes are just distractions, manage your risk and focus on individual businesses.
Hitesh portfolio (25-07-2024)
Hitesh Sir , can you please share your views on JM financial.
Smallcap momentum portfolio (25-07-2024)
@Mudit.Kushalvardhan you are not wrong. Any criteria we introduce like standard deviation or VCP or turnover value or EMA is used to manage entry of stocks in the pf. And that is done to fine tune the performance.
Pf returns are governed by price action only. Anything else we do to fine tune will result in tempering the return while reducing drawdown.
Therefore, the efficacy of any criteria is evaluated by looking at returns and drawdowns.
WPIL Ltd – Global Water Pumps (25-07-2024)
Does anyone know why PE suddenly plummeted from July? They have done a 1:10 stock split in July but it shouldn’t affect the PE right ?
Himachal Futuristic communication (25-07-2024)
Results: https://www.bseindia.com/xml-data/corpfiling/AttachLive/de3b3da3-0f14-4350-975b-df853a6e160b.pdf
Looks like they got the benefit of Deferred Tax Asset this time.
Praj Industries (25-07-2024)
Praj Industries:
Many vectors of growth. And each of those vectors can lead to birth of multiple industries.
Underlying all these growth areas is fundamental science – wherein biological processes are/will replace chemical processes to produce end products.
Venus Pipes- Pipes & Tubes (25-07-2024)
Superb results
Disclosure: Invested