The Company presented revised financials with employee costs lower this time. How should one interpret this? Have you seen this happen before with any other company?
Posts in category Value Pickr
Sandeep Kamath Portfolio | Momentum Investing (02-05-2024)
Hello sandeep,
Are you using any kinda algo method to track weekly closing prices… i googled on weekend trend trader, i got python script… by any chance you have created same thing for yourself… let me know… thanks
Regards
Manjunath C A
Skipper Ltd., (Power and Water) a moat in making? (02-05-2024)
90b26c19-18f7-4ed9-b173-ca8fb614e2a8.pdf (6.0 MB)
Dramatic rise in revenue, announces capex.
Sandeep Kamath Portfolio | Momentum Investing (02-05-2024)
Stability continues. No change in portfolio. Looks like only an unexpected election outcome can trigger a big down trend. I do anticipate some correction in the consensus case as well. In any case, so far so good with my portfolio.
Portfolio start date → Jan 23, 2024
Total returns → 17.5%
AA – Abhishek’s Attic (place to store stuff to clear my head)! (02-05-2024)
Sir whether there is any Indian producer of defence grade drones
Gufic BioSciences Ltd (02-05-2024)
So according to your assessment, what are the main growth drivers?
Stunnox
Immuno-therapy
increased capacity of lyophilization
domestic formulations
Sanghvi Movers (02-05-2024)
You are correct. Mr. Rishi Sanghvi himself said that EPC margins will be lower but definitely in double digits. See from 6:45.
As Sanghvi Inds Forays Into EPC For Wind Turbines, Is Fund Raising On The Cards? | Rishi Sanghvi
Gufic BioSciences Ltd (02-05-2024)
(post deleted by author)
Seeking advice on mutual fund selection (02-05-2024)
While MF investing is straightforward and relatively easy, I think it is better if a few questions are answered before investing, like return expectation, tenure in mind, reason for choosing a particular category, any change of plan during draw downs, staying put when everything else is rising but our funds etc.
On reason for above questions is, as with stocks, MF investing too may test patience and seem like opportunity cost.
Sandeep Kamath Portfolio | Momentum Investing (02-05-2024)
RSI + Stochastic + Moving Averages ( if any unexpected movement in Stock )…
Having done extensive backtesting using different parameters though, I have to say it doesnt make much difference what you use over the long term. What matters is if your psychology is in tune with that strategy and can you stick with it through its ups and downs. Most momentum strategies have a positive expectancy at the end of the day. You need to pick what suits you.