@ChaitanyaC I wish to include something about the fund manager in the future. Assuming a world with perfect information – I’d want to see how the fund manager has performed in his career.

To your point “Value-oriented managers may miss rising scenarios but can be relatively better when the tide turns.” – ** Capture Ratios showcase this**.

While solving this problem for myself, I am working on a project around this. I’ll message you a link of the same if you’re interested.

Repco came out with decent results and growth guidance of around 15-20% disbursement and more than 20% profits for Fy 25. Charts remain the same with the stock price having retested the breakout zone of 480 during recent market turmoil and moving up post results. Valuationwise on conventional parameters it remains cheap. The main trigger in these kind of companies can be emergence of strong growth in numbers. As of now growth is tepid, though there is promise of higher growth in next few years. For those interested in fundamentals of company, concall provides details.

Link to presentation

However, this presentation is more than a year old & it hasn’t been updated.

@sandesh

In response to the negative divergence in Nifty and some other indices we have had a corrective market. But in the backdrop of election outcome nervousness, some amount of volatility is always expected in the markets.

I would not read too much into these divergence observations as long as key levels are held during corrections. I feel this is the best time to watch out for companies declaring better than expected results and encouraging commentary and make a list of such companies and levels at which to buy these companies. During bouts of intense volatility, this list can come handy. (don’t ask me for my list. )

@jp_sharma I don’t track the renewable space. Big miss for me.