Recently I am watching You tube broadcast of Basant Maheshwari ji, almost every day and what strikes me odd is he is a great proponent of leveraging as well as concentration. Yesterday he was giving example.of 1 person who made 100 crores corpus , starting from 1 crore just within 3 years by taking 6 times leverage and also invetsing in just 1 or 2 stocks. My question is – is it possible to make 100 crores in such as short time even if we have studied a company in such details that we know more than the promoters about that particular business?
Posts in category Value Pickr
GHCL – Soda ash & home-textiles player (18-12-2023)
Is corporate governance still an issue for this company? Up until 2018 minority investors were moving to remove the promotor as per the news report. The promotor shareholding continues to be low
Rajesh Exports: Time to examine this story seriously? (18-12-2023)
bizarre, a Fortune 500 company, 1lac cr+ revenue, and playing market and duping small investors, should be punished to the full extent of the law, if found guilty.
Investing Basics – Feel free to ask the most basic questions (18-12-2023)
One reason is, they find arbitrage opportunities between exchanges, and they make profit by taking the price differences. It can also be looked at as good, as they bring some liquidity. And they contribute to tax revenues, so they are legal. And I don’t think they can do HFT in high price stocks, like they do in lower price stocks, so unless we are participating in lower price stocks, I guess, we don’t cross paths.
Rajesh Exports: Time to examine this story seriously? (18-12-2023)
100% this guy is siphoning money out from his business and into his own pocket. He’s on the low for a reason. The more he discloses the more likely it is he’ll get caught. Calling this poor corporate governance is an understatement, this is most likely fraud. All the large actors including the auditors are complicit, being blinded by gold.
Globus Spirits (18-12-2023)
GLOBUSSPR Acquisition of Shares by Motilal Oswal Mutual Fund: Increased stake from 4.88% to 5.06% in Globusspr.
Oriental Carbon and Chemicals Ltd (18-12-2023)
Update based on Nov 2023 con-call
- Revenue lower because of sluggish Europe, lower costs of raw materials.
- Equal profits even with lower revenues because of lower raw materials.
- Keep in mind, 50% of the sales are outside of India
- Contracts a are 3,6 and 12-month basis so if raw material was purchased at higher prices, not all
of it can easily be passed through – basically sales prices is pre-negotiated so there is inventory
risk. - Apparently, Chinese competition has had approvals in certain areas and competition is reducing
margins. - On a half-yearly basis compared to last year freight has come down quite substantially from
around INR26.5 crores to INR9.5 crores.
Gravita India success story (18-12-2023)
Got it, Thank you very much for again clarifying it.
Operational efficiency (Ultimately operating profit only)
Really sorry, Not able to understand in 1st reply
Campus Activewear – betting on the India Consumption Theme (18-12-2023)
Is Bata an Indian brand??
Isn’t bata a Swiss brand??
Century Ply – Khushiyon Ka Rangmanch (18-12-2023)
Centuryply breaking out of the base with relative strength rising above 0 & with huge volume.