Hi @ashwind , If possible, could you please make a separate thread for max healthcare. Looking forward to it.
Posts in category Value Pickr
StoveKraft – Kitchen Appliances Company (15-03-2024)
Resignation of CTO.
Apollo Hospital : The one stop healthcare service (15-03-2024)
Large caps and that too hospitals should not come cheap in markets. Also, please remember the Apollo 24×7 stake sale that is being discussed widely – if that sees the end of the tunnel then monetisation will help balance sheet. Also pharmacies have been doing well. So optionalities are there and folks might be valuating at SOTP and just not standalone.
Sandeep Kamath Portfolio | Momentum Investing (15-03-2024)
Hi Sandeep. I too just started Momentum investing for its simplicity and the passive nature of its structure. Finally took a plunge after reading ‘Stocks on the move’. I am running it on nifty 500 and rankings based on sharpe ratio.
What is your rebalance period?
Sandeep Kamath Portfolio | Momentum Investing (15-03-2024)
Hi Sandeep. I too just started Momentum investing for its simplicity and the passive nature of its structure. Finally took a plunge after reading ‘Stocks on the move’. I am running it on nifty 500 and rankings based on sharpe ratio.
What is your rebalance period?
Is Buy and Forget a Myth? (15-03-2024)
Expectations should be reasonable to start with.
Is Buy and Forget a Myth? (15-03-2024)
Expectations should be reasonable to start with.
NCC: Extremely undervalued (15-03-2024)
NCC Ltd has donated total Rs. 60 crores through electoral bonds.
NCC: Extremely undervalued (15-03-2024)
NCC Ltd has donated total Rs. 60 crores through electoral bonds.
Kitex Garments Limited (15-03-2024)
Kitex childrenwear Ltd bought electoral bond worth 9 crore and Kitex Garments Ltd bought electoral bond worth 16 crore. All of it was purchased in July 2023. Bulk of it probably went to Telangana parties.