Here are my key notes and the model on Anant Raj. This gives me exposure to the data centre play at decent valuations.
Posts in category Value Pickr
Pratik’s Portfolio – Review (20-06-2024)
Absolutely. I will try to post rationale on one stock every day. Sorry for the late response as I have been travelling a lot lately.
Som Distilleries and Breweries (20-06-2024)
promoter is buying almost everyday
seems some sort of a ploy to me at any rate this is one of those companies you stay away from even if you are getting the shares for free.
Som Distilleries and Breweries (20-06-2024)
the company has provided a clarification that no such thing has happened. The issue is with a private ltd company which is an associate of this group and as such the issue is not related to the listed entity.
Som Distilleries and Breweries (20-06-2024)
Isn’t it strange that despite all this the stock price remains unaffected? There was a temporary selling pressure and nothing more.
Why do you think people in India don’t take help from financial advisors? (20-06-2024)
Hi
I will tell you my personal concern about asking help from a Financial Planner or RIA. Now this is not a general statement but yes this did happen with my Family and we have been mis-sold a lot of products.
I fear when I go to a Financial Planner, he/she will not keep my interest above him. He might sell me a product with higher commissions even though it might not be a suitable product for me.
Also, we have seen so many scams in our history, we cannot easily trust anyone with our money. Moreover, we don’t have patience when it comes to losses. Lets say I go to a CFP for advice regarding my Investments and he suggests me to invest in MF and the market crashes due to something, I will till my death never believe any other Planner and will also try to influence others to do the same.
People prefer making mistakes by themselves, even if it means that they will loose their hard earned money.
Why do you think people in India don’t take help from financial advisors? (20-06-2024)
When we are sick we go to a doctor, when we break a law we take the help of a lawyer. Then in the case of financial advice, why don’t we seek the help of someone who is a Certified Financial Planner or SEBI-registered RIA?
What do you guys think are the reasons behind it?
Tamboli Capital: Its a Casting Company! (20-06-2024)
The company’s reserves of nearly 100 crores are substantial for a company with a market cap of 120 crores. Are they planning an acquisition, or are they saving for future entry into another domain?
Disc: Invested
DIY Momentum QnA and Discussion (20-06-2024)
Welcome to the DIY Momentum QnA and Discussion thread!
Momentum investing can be a highly effective strategy, but it requires a solid understanding of the market trends, entry-exit mechanisms, and risk management. This thread is dedicated to discussing various aspects of momentum investing, sharing insights, and answering questions.
Investment Thesis:
Momentum investing involves capitalizing on the continuation of existing market trends. Stocks that have performed well in the past are expected to continue their performance in the short to medium term. This strategy relies on the psychological factors driving market participants and aims to ride the wave of market sentiment.
Positives:
- Trend Following: Momentum investing allows you to ride the trend and benefit from the collective market sentiment.
- Flexibility: It can be applied across various asset classes and market conditions.
- Performance: Historically, momentum strategies have outperformed in certain market environments, providing superior returns compared to traditional buy-and-hold strategies.
Negatives:
- Volatility: Momentum stocks can be highly volatile, leading to significant drawdowns.
- Short-term Focus: Requires frequent monitoring and rebalancing, which can be time-consuming and incur higher transaction costs.
- Market Reversals: Momentum strategies can suffer during sudden market reversals, leading to potential losses.
Risks:
- Market Timing: Incorrect timing can erode potential gains and amplify losses.
- Overfitting: Reliance on historical data can lead to overfitting, where the strategy performs well on past data but poorly in real-time.
- Liquidity: Investing in less liquid stocks can result in higher slippage and difficulty in executing trades at desired prices.
Interesting Aspects:
- Screening Criteria: Share and discuss various screening methods to identify potential momentum stocks.
- Entry-Exit Mechanisms: Debate the merits of different entry and exit strategies, such as weekly vs. monthly rebalancing.
- Performance Metrics: Explore the use of metrics like the z-score to enhance momentum strategies.
I have been actively learning about momentum investing and have implemented a weekly rebalancing strategy in my portfolio. I am considering shifting to a monthly rebalancing approach and would love to hear your thoughts and experiences on this matter.
Let’s engage in a constructive discussion and help each other refine our momentum investing strategies. Please feel free to share your insights, ask questions, and contribute to the collective knowledge of the forum.
Looking forward to your valuable inputs!
Disclosure: I am currently invested in several momentum stocks and regularly rebalance my portfolio.
Feel free to make any adjustments or add more details specific to your experiences and knowledge!