Thanks for the clarifications.
This was just local experiences, mostly from unorganised.
Posts in category Value Pickr
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (11-01-2024)
I think consumers of their products (wiremen, contractors, interior designers etc.) may not even be aware of IT raid or slump in stock price. If Polycab produces quality products, has good supply chain (distribution) and good at marketing, company will grow and generate cash and in the end investors are here to make money so they will eventually come back.
Management holds 65% in the company and 30-35% of their wealth also got eroded, I hope this will teach them a lesson and we will see better governance in future.
Also people have a very short memory span, no one will even remember this raid once stock goes back to all time high
Journey and Portfolio of a goal-based NEEV investor (11-01-2024)
Insightful excerpt on portfolio construction and position sizing by renowned investor, Rajashekhar Iyer
Rajashekhar Iyer On His Unique Benjamin Graham+ Approach to Picking Stocks | Investor Hour
MapMyIndia – The Map Company (11-01-2024)
I am using it for 6 months and it is good, I have no doubts.
But rather than focussing on organic or marketing driven growth, why is Management to remain in the eyes and ears of stock market participants rather than customers? That is my point here.
I maybe totally wrong here., But I have seen the likes of EaseMyTrip etc appearing weekly on these channels
Paushak Ltd. – Alembic’s agrochemical business (11-01-2024)
will that have an impact on current business and fundamentals?
MapMyIndia – The Map Company (11-01-2024)
If you have not used Mappls, Try using it
Amit Porfolio XIRR 25 % 9 years (11-01-2024)
He has Bajaj, ITC largecaps.
Pragnesh’s portfolio (11-01-2024)
Sir, are you still holding Alkyl amines? (sorry if i have missed updates).
because Akyl amines, and overall chemical sector got strong headmind due to slowdown in china and europe.
Europe consumption reduced by 5% or more in last 2 quarters.
Fundamentally may be they are good stock, but is the memontum still there?
MapMyIndia – The Map Company (11-01-2024)
Watching Mr. Verma appear so frequently on these business channels do force me to think why he the Company is trying to be in public eye so much!
The other day one of the “technical experts” on a leading hindi business news channel was saying Google Maps are incorrect while MapmyIndia are very accurate and easy to use.
While it maybe a very normal thing to say that, I find such frequent appearances and mentions on business channels somewhat doubt creating events!
Disclosure: Invested around current level
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (11-01-2024)
Very true, price has reached where it was on 18th Jul 2023 for a reason that on the surface looks petty considering the size of annual revenue that polycab boasts of. Indian promoters seriously need to get more disciplined if they have to run wordclass companies.