I agree with you on IT spendings part. Good to see your conviction in Indian IT also. Can you pls share your top holdings in Indian IT? Its not for purpose of gaining borrowed conviction, but there set of slightly different companies within Indian IT. Depending on ones you hold with such high conviction, I can ask relevant things subsequently…
Posts in category Value Pickr
Hitesh portfolio (20-04-2024)
@hitesh2710 ,I am undisclosed beneficiary of wisdom and knowledge from Theequitydesk(before it got closed) and Valuepickr.
I started investing in 2002-2003 while I was working in Mumbai (lived above a brokerage house , so picked up a bit)
Before 2011-2012 my investments in capital markets were based on news and trends, some were hits some were misses, but market was kind enough on an amateur.
Only after I stumbled upon on Theequitydesk in 2011/12 or around there, I learnt from the forum a disciplined way of investing , and I have been very regular on Valuepickr since, may be- 2014.
Fortunate to be living in US for 17 years and in the middle of tech world, so I follow financial markets very closely by reading, listening, watching wide variety of sources.
*But yet, I always keep looking forward for your notes , a great deal of learning always , and I thoroughly enjoy reading them, I must say.
Long story short, please continue doing so for us …
Gopal Snacks: FMCG at good valuations (20-04-2024)
Please read forum guidelines properly before initiating a thread. FAQ – ValuePickr Forum
To nurture a vibrant community ValuePickr does not restrict anyone from starting a thread on a stock of his/her choice. Only Caveat is if you are going to introduce a discussion on a stock, we expect you to do your homework and start the thread with some basic info-set, and 1st level analysis such as growth drivers, a few positives & negatives, immediate triggers if any, and enumerate some RISKS. Nothing very heavy is required, but enough to set the tone for 2nd level of discussions.
Starting a New Thread: Please follow these guidelines – #2 by Administrator Thread initiators are usually alerted to edit their post, and make necessary changes before thread is opened up again. So you/colleague and look to edit the post in order to meet prescribed guidelines. We have the responsibility – especially the thread initiator (assumption is he/she is a savvy investor) – to cater to bringing everyone on same page – quickly – if you know what we mean.
Chatha Foods – A proxy play for QSR (20-04-2024)
Detailed risk analysis is missing. Till you comply, the thread remains locked.
Addictive Learning Technology limited (LAWSIKHO) (20-04-2024)
Detailed risk analysis is missing. Please add it. Till then the thread remains locked.
Osia Hyper Retail Ltd (20-04-2024)
Please read forum guidelines properly before initiating a thread. FAQ – ValuePickr Forum
To nurture a vibrant community ValuePickr does not restrict anyone from starting a thread on a stock of his/her choice. Only Caveat is if you are going to introduce a discussion on a stock, we expect you to do your homework and start the thread with some basic info-set, and 1st level analysis such as growth drivers, a few positives & negatives, immediate triggers if any, and enumerate some RISKS. Nothing very heavy is required, but enough to set the tone for 2nd level of discussions.
Starting a New Thread: Please follow these guidelines – #2 by Administrator Thread initiators are usually alerted to edit their post, and make necessary changes before thread is opened up again. So you/colleague and look to edit the post in order to meet prescribed guidelines. We have the responsibility – especially the thread initiator (assumption is he/she is a savvy investor) – to cater to bringing everyone on same page – quickly – if you know what we mean.
Likhitha Infrastructure: CNG Infrastructure Play in India (20-04-2024)
Government plan to expand Natural gas pipeline connection.
There manifesto quote.
Expanding Piped Natural Gas Connections
We have provided piped gas connections to around 1.1 crore households nationwide.
“We will further
expand this programme to all major cities and towns.” And from that likhita gain 20+% in a week.
https://www.bjp.org/bjp-manifesto-2024
Good sign for growth in likhita infrastructure in upcoming year📅.
I am invested
Osia Hyper Retail Ltd (20-04-2024)
I have also invested recently in Osia after correction from 78 rs per share to 30 rs. level. Will wait for its q4 result to decide further.
Smallcap momentum portfolio (20-04-2024)
In the other momentum thread that I created, there was a discussion on doing a live webinar to show how the worksheet is updated.
@R_Sawkar was kind enough to create a link for the event. It is at 9.45am on Sunday, 21st April.
Link is given below.
https://us05web.zoom.us/j/4988818971?pwd=bIylCFYwZ9tqcUPA7QYBbQYQDVWO5L.1
If anyone is interested, they can join.
Microcap momentum portfolio (20-04-2024)
@LarryWink Please do not create a hype; you will disappoint others as well.