Does any one believe in 2 years time when marksans will hit 3500 cr revenue and PAT OF 520 cr, will it get 50 PE rerating ?
Posts in category Value Pickr
Titan Biotech Limited (20-06-2024)
Hi @sahil_vi can you please reshare this article here, unable to access this
Investing Basics – Feel free to ask the most basic questions (20-06-2024)
How does one arrive with a estimated value of a stock price in the future. Is discounted cash flow the right way to do it?
Poonawalla Fincorp formerly Magma Fincorp (20-06-2024)
Q4FY24 results and business model
https://x.com/radireddy/status/1802678301120458759
Samhi Hotels – Turnaround with Tailwinds (20-06-2024)
Hi Anshul… Thanx for pointing out on the taxation part… I have very limited knowledge on rules regarding corporate taxes… Can u please elaborate more on that? Thanx…
FIEM industries : auto ancillary player (20-06-2024)
Q4FY25 results and concall summary
https://x.com/radireddy/status/1803768871121240393
Fiem Business model
https://x.com/radireddy/status/1803733007842369713
Ishaan’s Longterm Portfolio (20-06-2024)
Very good selection of stocks. Looks safe and good for moderate returns. I think you can consider adding a few riskier growth stocks to increase returns.If their percentage holding is below 10% cumulatively then risk will be manageable.
Rajesh’s portfolio (20-06-2024)
Yep
Markets are mostly forward looking especially in bull markets
They have good order book with good track record and dependable management
One good result and stock fires
Sometimes technical analysis also helps
Traditional valuation metrics needs to be looked with Growth Oppurtunities or runways ahead
DIY Momentum QnA and Discussion (20-06-2024)
Yes, you are right, momentum generally persists for about 4-6 months, which aligns with the half-yearly rebalancing schedule of many momentum indices. This frequency helps capture the ongoing trends while avoiding excessive trading costs. By rebalancing every six months, these indices aim to stay invested in stocks that are currently performing well, based on the momentum factor, while periodically adjusting to reflect changes in market dynamics.
Personal pf rebalance I use to do monthly basis, but checking stock prices weekly.