The best things I like of HDFC Bank’s new management is their silent work. HDFC Bank CEO is similar to ICICI banks’ CEO – no big appearance in TV or otherwise. Also in concall one person reply most queries. It seems they know what they are doing hence silently increasing bank branches mainly in tier – 3, 4 cities.
Disc: Invested, added more in recently. Views are biased.
Posts in category Value Pickr
HDFC Bank- we understand your world (22-01-2024)
DCX Systems Ltd (22-01-2024)
Correct. Recent QIP should be indicative, as well.
IMHO – well poised and at the cusp of many new developments & initiatives. I feel like it’s the beginning of a solid and long play.
Praveen’s portfolio (Coffee Can) (22-01-2024)
Hi
I understand you have most of your portfolio in 15-20 stocks. But there are os many stocks with lower weightage. I see a few problems with this
- too many cos to track
- very good / very bad performance in stocks will not make any significant impact on the portfolio returns
- losing the chance to increase weightage in high conviction ideas
If you could correct this, your chances of good returns may improve.
Just a suggestion but not a recommendation
Brand concept – New Emerging Micro cap Retailer (22-01-2024)
not sure, maybe just selling I guess since their manufacturing is mostly in backpacks.
Great articles to read on the web (22-01-2024)
Sounds like a deeply contrarian view. If Credit/Leverage slows down (deleveraging – are we on a credit bubble?) GDP too will slow down, no?
His thesis seems to sectors of real economy (power, metals, manufacturing, commodities) will outperform financials over the next decade, and on the other hand, we have every other MF have highest allocation to Financials.
DCX Systems Ltd (22-01-2024)
One Interesting thing-
[Ajay Upadhyaya] names appears in the shareholding pattern…
DCX Systems Ltd (22-01-2024)
Fund Raise via QIP- 500cr.
HDFC Bank- we understand your world (22-01-2024)
I also used to think the same, but in recent times whenever i have had to visit the branch i realized that its always been busy there. Retired people who prefer to get their passbooks updated sometimes bringing passbooks of not just their family members but also neighbours 
then many times ppl seeking loans come down to the branch, negotiating on the interest rates. ppl visiting branches to operate lockers, etc. quite a few use cases to keep the staff busy.
Pls if you notice the branch size has steadily dropped keeping the rent cost low.
ZEE Entertainment – Large Cap M&E (22-01-2024)
Merger is called off.
Need to watch is EGM will be called by Shareholders to remove CEO.
Use of Large Language Models For stock research (22-01-2024)
As promised, I have published a fork copy of my main project that has this code and have started to implement summarization and others in a new branch name also in below link can fork , star , contribute and also any comments will be welcomed