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Posts in category Value Pickr
Hitesh portfolio (26-02-2024)
Sir, have you always had this thought of participating in stocks which are trending, or is this something you had started to look at, after a few years of investing?
And have you pivoted more towards momentum, or do you have a long-term PF too, which you add to, despite seeing great profits with momentum?
And would you attribute a portion of your success as a momentum participant to market, or, have you reached a stage where you are confident enough that you will see profits even in the absence of a conducive market?
And if you can provide some insight into managing positions w.r.t risk, as momentum can lead to losses too?
I am an enthusiast and learning, hence such questions, hope you don’t mind. And as always, thank you very much for all the knowledge and wisdom you provide.
SKM Egg Products – thinking out of the shell (26-02-2024)
Of course they will, and that is also one of the reasons for their margin contraction in the recent quarter. If they bought their poultry feed from outside instead of manufacturing it in-house their expenses would have been even higher due to the added distributor margin. Are maize prices increasing bad? Yes. Is SKM suffering as much as its competition? In my opinion – no. SKM looks to be better placed.
Sometimes I wonder if selling excess poultry feed could be an added source of income for the company, but I guess we will never know. 
SKM Egg Products – thinking out of the shell (26-02-2024)
“But unlike several smaller poultry players, SKM is also backward integrated and they have their own feed mill established for manufacturing poultry feed. Hence, while poultry feed price has increased from Rs 35 to 42 per kg, SKM probably has not felt as big of a pinch as of yet due to a rise in exports and the fact that they make their feed in house”
@ vx294 SKM make feed from the Maize which is bought from the outside market right? In that case Maize price should impact SKM as well.
Wockhardt – A story with twist and turn (26-02-2024)
Latest presentation shared today by company…
3413422b-6fcb-4520-88bf-8a86a7fc9de3.pdf (2.5 MB)
Microcap momentum portfolio (26-02-2024)
@R_Sawkar I am not recommending any investment. I am just sharing my study. 
Ganesh Benzoplast – Cash rich chemical storage/tank king (26-02-2024)
Thanks for correcting me…
Samhi Hotels – Turnaround with Tailwinds (26-02-2024)
Right, thank you for your reply. My question here is since the maintenance cost is high, isnt it justified for the pace of depreciation to be slowed down from FY21 to now? Apologies if my question is too rudimentary.
Microcap momentum portfolio (26-02-2024)
Good effort 
, Please advise to exercise caution at current mkt, if at all have to invest, then divide 4 tranches each. With 1 month delay. Thank you.
Microcap momentum portfolio (26-02-2024)
@LarryWink 3 out of 25 have been in the portfolio since Aug 2023.