What next ? Appreciate your expert advise on this. I have entered USMFB at around INR 25 level in Jan ’23- Now, weighing option -whether to exit or hold for the time being.
Posts in category Value Pickr
How to register with SEBI as a Research Analyst? (19-04-2024)
Thank you for your response. I am motivated to have a go at it.
Malkd’s Core Portfolio (19-04-2024)
This is very important. When narratives about certain stocks are negative, it gives longer time-frame to build position and if you keep patience your returns will be much better than Index.
ITC, COAL INDIA have demonstrated this. COAL INDIA is a cyclic business so an investor should slowly reduce the position size where as stocks like ITC, HUL can be kept for much longer time-frame.
Large Cap investing needs lot of patience.
Same can happen with Kotak Bank as well. There are no major negatives. Stock is not moving as Market has moved the money to other banks, but over a period, things can change, and Kotak Bank can benefit. But lot of patience is required in such stocks. If there is major financial crisis in Western World, the money will return back to the likes of Kotak Bank. An investor need to wait for such scenario which repeats after every few years.
How to register with SEBI as a Research Analyst? (19-04-2024)
Even I do not have any finance background. If you are passionate about investing, its actually quite interesting and wont be a problem at all. If you find it tough you can check “fintree”. They provide prep for CFA exam. I personally did not take any prep for Level 1, however a month before exam I hopped upon their youtube channel which had a free crash course kind of thing, and then I realised that I would have saved a lot of time had I taken the prep for level 1. So for level 2 I decided to take their prep. Being on a job it makes thing quite easy. Personally I felt that syllabus for level 1 was a shade tougher than level 2. But nothing rocket science. All you need is elementary mathematics, common sense and passion about investing.
Route Mobile – Internet, Mobile & Telecom (19-04-2024)
Previous promotors didn’t inform there shareholders about deal 
.
When I listen concall everyone is afraid that company is going to be delisted and it’s clear in concall no one have faith when they say it’s not going to delisted.
I am also earlier investor in route mobile but I have reduced stake in it.
That’s the main reason they are trading at PE multiple of 25.
Plus they always talk about they are going to improve there margin from next quarter but they always come with one reason.
Although I beleive they will improve there margins.
Hitesh portfolio (19-04-2024)
Very help
ful insights.thank you
Microcap momentum portfolio (19-04-2024)
@R_Sawkar was very kind in setting up a webinar at 9.45am on Sunday, 21st April. Please find below the link.
https://us05web.zoom.us/j/4988818971?pwd=bIylCFYwZ9tqcUPA7QYBbQYQDVWO5L.1
Interested people can join.
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (19-04-2024)
According to Nuvama Institutional Equities, Solar energy cost of Rs 2.8/kw and 55 kw required for 1 kg of hydrogen, green hydrogen cost could be $2.5 per kg. Furthermore, the yearly maintenance cost of the project stands at 1 per cent of project cost.
Gopal Snacks: FMCG at good valuations (19-04-2024)
So what are you suggesting – is it worth buying or worth studying? How do you see it vis-à-vis’ Bikaji Foods which is trading at much higher multiples