but looks like even money from 2020 has not been received. cash from operations is abysmally low
Posts in category Value Pickr
Smallcap momentum portfolio (31-03-2024)
Ideally, I should have removed stocks with trading history of less than 6 months and then done the short listing.
However, I chose the lazy way of screening all stocks and found this in my final list.
I can add a rule now saying that stocks with trading history less than 6m will not be considered even if they make the final list. This will ensure that the discretionary element you were talking about is not there.
Buy Unlisted Shares (31-03-2024)
Many employers keep their direct employee count to below 20, so that provisions of Indian Factory act dont apply. Polymatech manages with 19 key employees, and support functions such as accounts, HR, PR, sales, IT, other non-manufacturing posts are sourced from Manpower Agencies.
Once factory act does not apply, then Employees Provident Fund and some other statutory provisions don’t apply.
Sandeep Kamath Portfolio | Momentum Investing (31-03-2024)
Hi Sandeep,
Your strategy seems quite interesting and promising too
Curious to get insights on how much has the portfolio returned till now?
It would be great if you can keep posting returns biweekly/monthly, and insights you gained
Sandeep Kamath Portfolio | Momentum Investing (31-03-2024)
Hi Sandeep,
Your strategy seems quite interesting and promising too
Curious to get insights on how much has the portfolio returned till now?
It would be great if you can keep posting returns biweekly/monthly, and insights you gained
Smallcap momentum portfolio (30-03-2024)
How do your returns compare with Nifty Momentum Index?
Corporate Fraud/Misdemeanor – Public Domain – India lessons (30-03-2024)
Another interesting write up from 2point2 capital…
Buy Unlisted Shares (30-03-2024)
Funny if you really think that way. No matter how automated it’s manufacturing is, the number of employees in management, accounts, HR, PR, sales, IT, other non-manufacturing posts should be more than that number.
Think again!
Buy Unlisted Shares (30-03-2024)
It is opto semiconductor making company. “Semiconductor” !!! 20 employees are more than enough… It’s fully precise machine work. Above human capabilities. In future, you will see manless production facilities for such products.
TARSONS products ltd (30-03-2024)
Disc: invested near 500 level
What matters is the position sizing and how much percentage would U allocate to this …are we overlooking the immediate risks like a) liquidity is still strong so what happens when market goes down further b) Europe is still weak so the expected spending is still not coming in the immediate future c) how well the new facility can ramp up sales d) wat can be the eps in 3 4 yrs timeframe and where could be the stock price e) depending on the margins if U can arrive on eps or say 20 ,30, 40 in the next several how much return this can give and finally f) are we seeing any other nice opportunities where we can increase our position which might have much more visiblity than this