Sir, sorry for prolonged drag, how is it possible that after changed weightage also rank didn’t change, thank you.
Posts in category Value Pickr
Smallcap momentum portfolio (23-06-2024)
I did not see any difference in the pfs between 50:50 and 30:70; hence I discontinued.
Steel Strips Wheels Limited – Attractive Valuations (23-06-2024)
Check production numbers
Trucks production is not down to the tune at which their volumes is declining
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (23-06-2024)
What is the current msp , can u give me details
Omkar’s Portfolio Analysis and Discussion (23-06-2024)
Initial thoughts where I can possibly add value if I start my own venture
Top of the bull market makes you feel indispensable and gives you these kind of weird thoughts
Having said that, i always keep thinking about – if I start something of my own in this space what would it be?
The answer to that question is where – I can add any value compared to already available options
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I dont think I can add any value as a manufacturer. There are enough mutual funds, PMS and AIF is already available. I dont think I can differentiate myself here
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I don’t think I can add value in Research desk as thats not something I am good at and also I dont enjoy it much
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I dont want to be a social media influencer
Where I feel I can value, as fee based advisor – who can handhold investors to create long term wealth
What are the prerequisites –
- Experience atleast 4 cycles
- Mutual fund portfolio should outperform BSE 500 at the end of 4 cycles
- Document decisions through out 4 cycles
If I manage to do all 3 above, then I would consider myself eligible for advising others
Smallcap momentum portfolio (23-06-2024)
I am also new in long term I have read some books but still not sure how to start.As u said you were loss before now you doing good. Can you recommend me something how do I start though I have earned some money through but still not confident enough.If you can just tell me what to do how to start long term any strategies that would be helpful…
Arrow Greentech (Old name: Arrow Coated Products) – Anybody tracking (23-06-2024)
Very detailed Analysis MidhunJoe, Much helpful.
Chins’ Portfolio (23-06-2024)
In the last two camphor cycles, prices of camphor usually followed prices of gum turpentine – a strong year for gum turpentine has lead to inventory gains for camphor companies.
Right now, people like Oriental have spoken about more camphor supply that has come in. After speaking to a couple of unlisted players in camphor, it looked like supply and demand for camphor in the country was balanced despite the new supply coming in.
My understanding is that the major demand season for camphor happens in the festive seasons of Q2 / Q3. Right now, the RM prices have run up, but camphor prices are soft because we’re not in this window. My plan is to wait and see if prices pick up in September / October.
The clearest way to play this cycle is Privi. They have long term contracts for both RM and FG. So they’re buying RM at much lower prices right now despite the shortage, but consequently, their FG prices are also lower than the spot market. However, a quarter of their sales are in the spot market where they should make a killing. This said, Privi is the most expensive in the space.
Hi Satyajit, I don’t own Valiant.
Tilaknagar Industries- Potential Turnaround Candidate (23-06-2024)
Co’s flagship brand Mansion House Brandy has emerged as the largest-selling brandy in India and the second-largest selling brandy in the world for the year 2023. It registered 60% growth YoY!
This liquor company can be perform really well going forward.
Note: Invested hence biased.