Wonderla chennai location updated in google map. In satellite view could see the work in progress. Expected to complete on June 2025.
Posts in category Value Pickr
Walchand Peoplefirst Ltd Dale Carnegie master franchisee (14-05-2024)
The Capacity Building Commission floated a tender for training between 1000 and 50,000 people for which Walchand Peoplefirst Ltd was one of the bidders.
See the tender details:
(Tender no 6)
https://cbc.gov.in/tender-archive
The bids were to be opened today at 12 noon. I do not know if Walchand Peoplefirst got the contract:
https://cbc.gov.in/sites/default/files/tenders/OM_LSI_0.pdf
Walchand Peoplefirst had some queries which they wrote to CBC. They have added them to their website for transparency:
https://cbc.gov.in/sites/default/files/tenders/CBC_Response_to_pre_bid_queries_LSI_2912.pdf
This gives information about the scope of work:
https://cbc.gov.in/sites/default/files/tenders/Rolling%20Tender%20Notice_RFE_for_Design_Development_Implementation_of_Large_Scale_Training.pdf
The bidders were asked to quote a per-day fee for training between 1000 and 50,000 people.
The lowest bid would be accepted.
See https://cbc.gov.in/sites/default/files/tenders/Rolling%20Tender%20Notice_RFE_for_Design_Development_Implementation_of_Large_Scale_Training.pdf
I will post an update here if I find out whether Walchand Peoplefirst got the contract. It seems to be a large contract. If they get it, it is likely they would have to inform the stock exchange.
AKZO Nobel – A sleeping giant – preparing for next wave of Growth (14-05-2024)
Hi @dd1474 anywhere you shared your Top 15 holdings?
Mutual Funds I am investing (14-05-2024)
Good thinking process to start with. IMO you can look either of the following two funds 1) Groww Total Market Index Fund 2) Motilal Nifty 500 Index Fund.
Either of these will cover the broad market comprising of all caps Large, Mid, Small. So no need of unnecessary keeping headache of all different kind of funds in PF. In long term of 15-20 years Index will beat active funds. And sum total of returns will be more or less remain same in the range of 15% in either option.
Easier said than done. The investing evolves over a period of time so keep learning, churning till you get your desired fit and comfortable candidate in 3 to 4 years of time frame. I learned that investing needs periodic monitoring and there is no holy grail.
VK
Disclaimer: Not a SEBI registered advisor. Invested in PPFAS and Groww MF since inception.
Mutual Funds I am investing (14-05-2024)
When you are investing in mutual funds, your objective is to get 12-15% returns. Since we dont have Total Market Index…through these funds , you are trying to invest in top 750 companies. Within that universe you are experimenting a bit by investing some portion in Factor index, some in momentum and some active funds. Next 10-15 years, we dont know what will be the scenario…whether Index will perform or Factor index will perform or momentum will perform or active funds will perform…Hence we are putting some portion in all segments…to get the bite of everything.
For direct stock investing , you can always research and track in 15-20 companies…
Mudit’s Portfolio (Stage Analysis + Relative Strength) (14-05-2024)
This is from Mark Minervini’s book. This helped me in overcoming a bias of loss aversion and made me comfortable of booking loss and not getting stuck in my old non-performing stocks.
Mudit’s Portfolio (Stage Analysis + Relative Strength) (14-05-2024)
Sorry for late reply. .Actually many old stocks needed to be sold and it was a huge task. Finally the portfolio looks like this : –
Higher weights of top 3 stocks because of two reasons
- They increased in market value.
- Since I shifted 70% funds to mutual funds, and retained their original weights ( somewhat trimmed still) , compared to new investment amount in direct stocks, their weights became big. I don’t have any plans to trim them further , till they are performing.
Some tail is in lower weights, because recently started adding, and incremental additions will be done with new funds.
Rain Industries – An oversold de-leveraging play (14-05-2024)
Need to wait for another quarter, no much insights from this results…
Mutual Funds I am investing (14-05-2024)
All mutual funds (barring a few focused funds) have 40 – 60 stocks in them. Having a diversified portfolio of 150-200 stocks will easily increase your number of stocks to 150+. Investing in 20-30 well discovered companies would require one to invest in them directly and take the headache of constantly reviewing and monitoring them.
Bajaj Auto – Is the company back on growth track? (14-05-2024)
Did anyone participate in the most recent tender offer for 10k per share? My bank account still hasn’t been credited with the funds even though the tendered shares have been debited from my demat account quite some time back. Who should I contact?