Pledge will keep reducing. There is a lot of development which will come to surface soon.
Posts in category Value Pickr
Skipper Ltd., (Power and Water) a moat in making? (06-01-2024)
Update
Expecting some announcements soon. Maybe a few weeks.
Jupiter Wagons Ltd (previously CEBBCO) (06-01-2024)
Is there a way to check when JWL will
Be out of the 5% band? What are ASM rules?
Transformer & Rectifier India Limited (06-01-2024)
Although EPS is shrinking, and next Q results may not be as blockbuster as the recent stock movement – this is a slightly longer play. Expect next FY to be great and the following even better, perhaps.
Recent guidance is for 3000cr revenues in 2 years.
Simple Investing (06-01-2024)
Your Correct.
But even in Hated sectors like fertilizers and Oil and Gas there are very few good opportunities. And all i see on this forum, youtube and twitter is small cap pumps.
Would love to know which sectors/companies you would even venture to look at.
Diamines and Chemicals Ltd – Navigating for a long-term growth (06-01-2024)
I recently came across this company and wants to research about company. By reading your mssg it looks that company is pretty confident. I want to know about companys managment and product portfolio and all about them. Do you have any documents?.plzz share
Arvind Fashion : Value Unlock or Trap (06-01-2024)
Commission would be sale based in my opinion. Because Arvind sells more on SOR model rather than outright, its commission might be on the higher side.
Koustubh’s Portfolio (06-01-2024)
I have recently started trimming my position in Gokaldas exports. This is primarily due to the stock doubling on account of a recent acquisition and early signs of demand recovery from the US market. While the thesis stays intact, I want to raise cash to deploy in the next 3-4 weeks. There exist 5-6 new opportunities that I have been studying lately and would soon make some new entries.
Invoice Discounting (06-01-2024)
Have tried, altgraaf/tradecred and there was no issue in repayments. You can select the companies as per your comfort level and altgraaf also does its own due diligence before bringing any company on board.
Stopped investing last year as RBI policies still not much clear on NRI investments in Invoice discounting.
Please share your experience in investing in Smallcase? (06-01-2024)
Hi, I am considering Quantamental, Momentum smallcases. I will stop doing investments in Momentum mutual funds, considering that it takes them time to enter and exit the stocks, and have seen them crashing like crazy in a crash or mini bear market. Like 3-6 months of gains gone in 1 week.
Can anyone share there experiences with smallcases? The ones I am looking at rebalance the portfolio monthly.