Interesting article on the rise in power demand due to AI and data Centers. “ It requires 10x more power to run a simple query in AI vis-a-vis google search “
Posts in category Value Pickr
Gulshan Polyols(GPL) – Business by FMCG and Valuation by Commodity (09-06-2024)
As per the June 23 filling, the MP plant was supposed to be put to use at 45 days after June 23 which would around H2FY24 end
Nuvama Wealth Management: Proxy to Affluent India (09-06-2024)
A MOAT that Nuvama has/ is developing is that it’s a one stop shop for its clients. it’s doing everything they want.
Let me give an example,
I want to go public, I will contact Nuvama for their IB team to get listed
After getting some money post IPO, I have liquid funds available.
I am more likely to contact Nuvama for their wealth management because I already have a relationship with them.
Its a circle, they have been and are filling gaps of this whole process.
However, Reliance has a lot of cash and can disrupt any field. All we can do is wait and watch. However, I am of the belief that this industry will have multiple winners and will not be a winner takes all.
Only time will telll.
Nuvama Wealth Management: Proxy to Affluent India (09-06-2024)
what do you think about JIO-Blackrock entering wealth Management segment… how much time it may take for them to be on par with Nuvama ??
Lakshmi Narayana Portfolio – Long Term (09-06-2024)
Actively investing in only 3 Funds ( PPFAS Flexi cap, Mirae ELSS & Mid-cap)
| Fund Name | % of Total |
|---|---|
| Parag Parikh Flexi Cap Dir-G | 36.56 |
| Mirae Asset ELSS Tax Saver Dir-G | 18.02 |
| Mirae Asset Large & Midcap Dir-G | 16.46 |
| Mirae Asset Midcap Dir-G | 11.7 |
| Motilal Oswal ELSS Tax Saver Dir-G | 6.67 |
| Franklin India Focused Equity Dir-G | 6.39 |
| Franklin India ELSS Tax Saver Dir-G | 2.2 |
| Quant ELSS Tax Saver Dir-G | 0.81 |
| Period | XIRR |
|---|---|
| 1Yr | 39.90% |
| 3Yr | 21.80% |
| 5Yr | 22.10% |
In the Goal Sheet, I keep Expected returns on EQ are 12% & 8% for FI/GOLD post-tax
Lakshmi Narayana Portfolio – Long Term (09-06-2024)
If possible, pls share your Mutual.funds portfolio also and their XIRR returns.
Lakshmi Narayana Portfolio – Long Term (09-06-2024)
I am here to update my recent Direct equity portfolio which is 20.6% of my total Financial assets PF.
When I checked the total direct equity transaction, I saw that I had invested/traded in around 110 stocks in the last 10 years, around 10 stocks per year.
I feel it is quite a decent number from my perspective and am trying to minimize it to 5-6 stocks per year.
| Company name | % of Total | Holding Period | Column1 |
|---|---|---|---|
| Kei Industries Ltd. | 15.51 | 6-10 Years | Core |
| Newgen Software Technologies Ltd. | 11.36 | 2 Years | Core |
| Carysil Ltd. | 7.49 | 6-10 Years | Core |
| ITC Ltd. | 6.92 | >10Years | Core |
| CCL Products (India) Ltd. | 6.33 | 6-10 Years | Core |
| Laurus Labs Ltd. | 6.32 | <1Year | Core |
| Avantel Ltd. | 4.51 | <1Year | Core |
| SRF Ltd. | 4.25 | <1Year | Core |
| AU Small Finance Bank Ltd. | 3.34 | <1Year | Core |
| Tata Consumer Products Ltd. | 2.98 | 2 Years | Core |
| Bank Of Baroda | 2.84 | 3-5 Years | Core |
| Axis Bank Ltd. | 2.49 | 3-5 Years | Core |
| Manappuram Finance Ltd. | 2.35 | >10Years | Core |
| HCL Technologies Ltd. | 2.33 | 3-5 Years | Core |
| Radiant Cash Management Services Ltd. | 2.03 | <1Year | Core |
| Prince Pipes and Fittings Ltd. | 1.88 | 3-5 Years | Core |
| Piramal Enterprises Ltd. | 1.8 | 6-10 Years | Core |
| Valiant Organics Ltd. | 1.4 | 3-5 Years | Core |
| Orient Electric Ltd. | 1.25 | 3-5 Years | Core |
| Piramal Pharma Ltd. | 2.58 | 2 Years | Satellite |
| Rico Auto Industries Ltd. | 2.31 | <1Year | Satellite |
| Biocon Ltd. | 2.12 | 2 Years | Satellite |
| Restaurant Brands Asia Ltd. | 1.99 | <1Year | Satellite |
| Apex Frozen Foods Ltd. | 1.66 | <1Year | Satellite |
| Goodluck India Ltd. | 1.6 | <1Year | Satellite |
| Top 5 Holdings | 47.61% |
|---|---|
| Top 10 Holdings | 69% |
| Period | XIRR |
|---|---|
| 1Yr | 45.50% |
| 3Yr | 32.90% |
| 5Yr | 27.50% |
| 10Yr | 18.20% |
Coming 6 months plans: Exit BOB, Rico ; Add: Carysil(If came ~700), Radiant Cash(~70) and small cap IT stocks(Still studying)
Mistakes: Price Anchoring Bias – Not being able to increase the holdings when earnings and prices are going in proportionate.
Taking too much time in deciding to take a position in a value stock and leaving the stock after a 20-25%price hike after researching.
As I moved to goal-based investing, most of my investments were in EPF, NPS, MFs, and FI/Gold.
I would like to move my direct equity PF to 25% from my current 20% and total EQ in PF to 70-75%from 65% in the next 5 Years.
TCI Express – Logistics Sector niche player (09-06-2024)
Rivigo B-B express (mahindra logistics) is not growing profitably either. Their gross margin had a massive slump in fy24 (snap from their q4 presentation. (First set of values on the top are revenue and bottom values are gross margin)
Smallcap momentum portfolio (09-06-2024)
@visuarchie sir, I have got below list for next week based on Ranking, Could you pls post your list so that I can compare.
12Months:09/06/2023
6Months: 08/12/2023
JAIBALAJI
COCHINSHIP
ANANDRATHI
HUDCO
POWERINDIA
JWL
SOBHA
SCHNEIDER
MOTILALOFS
EXIDEIND
KPIL
BLUESTARCO
APARINDS
NBCC
SIGNATURE
GODFRYPHLP
BRIGADE
GPIL
EIHOTEL
SWSOLAR
HINDCOPPER
Lincoln Pharma … the next mid-cap pharma in the making …? (09-06-2024)
Is this branded generics or is it more of promotion of their brand? I mean they do not sell the same product with and without brand right?
I see this as more of what Caplin does in LatAm market.