The most important words in investing are – Margin of safety and patience.
Posts in category Value Pickr
Great articles to read on the web (24-01-2024)
This seems to be happening. The stocks related to Steel, Iron Ore, Coal have already moved up from Below Book Value to P/B of 2.0 to 3.0.
No one was talking about this 2 years back.
This is reversion to mean which has happened.
Banking and Credit Business should continue to prosper for next decade as the habit of people can not change over time unless their are major calamities, wars and unpredictable situations. These situations could surface during 2024 and hence caution is needed at an individual level, but mostly broader trend of spending beyond your limits should continue.
Saving rates are already at the lowest so they may not go down but still Credit growth story looks intact.
This is my personal opinion and could be wrong.
Investing Basics – Feel free to ask the most basic questions (24-01-2024)
Why screener bulk deals show a single party as both buyer and seller,what does it mean?
What is the meaning of Sast trades on screener?
Investing Basics – Feel free to ask the most basic questions (24-01-2024)
How inventory loses take place when Raw material prices decrease of any company.Please explain?
Apcotex Industries – monopoly in Synthetic Rubber? (24-01-2024)
Very poor result continue. Stock Price not corrected but expecting to align price with earnings in near future. Too much margin pressure due to dumping and lower capacity utilization and negative conditions remain in Q4 also
Disc – not invested but waiting for reasonable valuation to enter
Gravita India success story (24-01-2024)
The issue is with the Red Sea Crisis, they said that they are looking to supply to customers outside of Europe if the crisis continues. The numbers will be muted on volume side for another quarter likely. They sounded confident over the longer term but short term they were not clear hence i think the reaction.
My portfolio updates and investment journey (24-01-2024)
Thanks a lot for your kind words @Investor_No_1 . This really motivates me to do a good work before I post anything. I note that you have been member of the forum for a long time so this coming from you means a lot.
@Cshar I have nothing to add you have explained it well. You also are member of the forum from a very long time so definitely this is coming from an experienced person.
My endeavour is to put everything in the context of their own networth and understand what really it means for popular investors (as in case of examples of Pabrai sir and late RJ sir). Also we should remember people who died are not there to tell their story (survival bias).
@praneet_drolia I shall provide my portfolio update by February end.
Apollo Hospital : The one stop healthcare service (24-01-2024)
Multiyear Breakout on M timeframe. Waiting for M close.
Deep Value Portfolio (24-01-2024)
It’s old data. In one of the updates on merger, they shared this information.
Rategain – Fast Growing SaaS Leader (24-01-2024)
Tourist are back