sugar mills are happy selling lesser sugar now as prices are anticipated to go up after elections. after elections we could see prices going up by 10%.
Posts in category Value Pickr
Niveshaay – Feedback (25-12-2023)
Thanks.
Was asking more for their direct equity options (not smallcase) and also about their overall market reputation ….as in, good guys, quality picks, know what they’re doing, etc?
Niveshaay – Feedback (25-12-2023)
If you are asking about smallcase manager, I am happy with their performance. I am on their Mid and Smallcap portfolio.
Invested since Oct 2021 with XIRR of 41.63%.
The Multibagger (25-12-2023)
packing industry overview
so the packing industry hardly grow 8-9 yoy ,and main points is they are also a B2B commodity business .they are also based on fragile industry . their pricing depend on their customer and the industry are also very competition areas .environment issue is always in their books main page.hardly any company are making money for their share holders so why i seen this company too for nothings . i understand that is their customer are always want low price and high credit day for them .packing company are work for high debt ,300 days + receivable high inventory low pricing demand supply mismatch ,actually they work for nothing .
it’s my view plz share ur also.
Investing Basics – Feel free to ask the most basic questions (25-12-2023)
OEM-Original Equipment Manufacturer. So google is right.
The Multibagger (25-12-2023)
i always avoid hot sector or stock ,
now some of them are.
1,EMS (electronics manufactures ). see their PE multiple 125 to 300 kaynes, electroplast,centrum etc . i don’t think anyone can make money with 300 multiple pe stock and their growth was clearly not visible ,i dont think that china was losing the market of EMS industry. we can’t beat with quality .their are one more element is pricing .everyone want quality with low price but indian EMS manufactures are can’t compete with low pricing with china .that day are not so far plz everyone caution about that .we can bet on IT,PHARMA ,HEALTHCARE but not in any manufacturing.
it’s my opinion plz share ur also
To Riches Through Dumps? (25-12-2023)
This explains your question, I guess.
How many individual investors have the resources to do this kind of work? And he is Buffett, and while he was young at that time, he had some experience of thinking and acting like a businessman. Buffett himself said along the lines that people think that they cannot become like Bill Gates but they can become like Buffett.
One can get inspired by anything, expand horizons by looking at different things, but we have to consider other things too.
Polycab is not in the same line of business as American Express, but is Polycab as popular a name now as American Express was that time? Was American Express a monopoly at that time or was it a duopoly or oligopoly, and what is Polycab in this regard? What valuation was American Express trading at, and what was its valuation when it fell 41%? Buffett AFAIK was a value investor in those days, so he must have looked at the opportunity from valuation perspective too, and as he is Bufffett he buys stakes, not just shares. What is the current situation of Polycab w.r.t valuation? It is trading at ATH.
Investors who have been the following a business for some time may not think twice in situations like these, but if taking a new position, one must consider other things too.
Just saying, as I too from time to time find things like this, certain stocks appearing as value, particularly when they are discarded, and I do know that these could be opportunities, but the fall is just 5.4% from the top.
If you are interested, you can read Prof. Bakshi’s posts in this thread, to have some additional insights.
No position in Polycab.
Natco Pharma: Focusing On Complex Products (25-12-2023)
I got a clarification to the effect that the presentations were a bit dated to certain information and that efforts were being made to give more insightful and in-depth info on the business and the company from Q2 onwards, for example a page on the r&d section of the company… A new investor relations executive has been appointed and so on and so forth…
Niveshaay – Feedback (25-12-2023)
Anyone have feedback on Niveshaay
How’s the overall reputation? Returns provided to direct equity plan subscribers?
If anyone has personal experience, kindly DM.
Thank you
HDFC Bank- we understand your world (25-12-2023)
My newest savings account was HDFC and it is my primary account. I’ll always trust/prefer the sector leader for large amount( more than 4L) of Fixed deposits( percentage wise it might be a small percentage of someone’s portfolio). They give 7.2% on deposit, I don’t think it’s conservative.
There is a craze of small finance Banks giving upto 9% interest. Don’t worry, just wait and watch, some of these small finance banks will go bankrupt then people will understand the value of sector leader.
We can leave penetration topic, it’s very subjective. It’s a long debate topic like is this penetration actually real or shallow.
Note: I’ll also prefer SBI but I hate their services.