Jitubhai…Utval na karo…dont be in hurry !
To me,its like train is moving quickly, if u’ve contempleted something and if its not FOMO!
You might already have few thoughts on the idea itself. For example your return expectations from future long ?
Posts in category Value Pickr
How to take leverage to go long in market (~2 years)? (09-01-2024)
Skipper Ltd., (Power and Water) a moat in making? (09-01-2024)
Good commentary.
Is the rights issue applied directly via the broker app?
Investment avenues with monthly fixed income (09-01-2024)
The asset allocation seems very balanced. They have chosen REITs for the Real Estate part of the portfolio which is also very good.
KEI Industries Ltd – A consistent performer over the last decade (09-01-2024)
Very well said Raj. The valuation is too high. Management guides for 17-18% but re-rating event is at extremly high.
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (09-01-2024)
Nothing different from earlier clarifications. There is no smoke without fire, price action says more than what company refuses to say. 6 months gains nearly wiped off in a single day.
UPL Ltd – global agrochemical company (09-01-2024)
How are you so comfortable with debt to equity ratio of UPl? I know that with reducing interest cost will certainly provide some relief to debt of company but any correction in this bull market will result in drastic fall in share prices. As far as business is concerned, it is right to wait for 1 years to pass the headwinds. Just trying to understand your frame of mind.
How to take leverage to go long in market (~2 years)? (09-01-2024)
Does anyone know how to get leverage upto 10-20 Lacs at reasonable rate of returns (say 9-10%)?
I want to take long position without liquidating current portfolio (~1.5 Cr) in Groww.
Sorry if I missed anything, its my first question in community.
Banco Products (09-01-2024)
Yes Harmeet, you seem to be correct, inventories have actually gone down as compared to last year
Change in inventory under COGS in P&L with -ve sign means inventory has built up and hence the same is getting subtracted from COGS. Infact looking at the consolidated data the fall in inventories is even more sharp! Thanks for correcting.
Looking at the cashflow data on screener i got the opposite impression
Portfolio Analysis (09-01-2024)
This is fine… you can use it for weekly timeframe as well. When you see valuation is insane, tighten your Vstop.
