Please share your thesis and rationale behind why you bought these stocks and why this allocation before asking others to review.
Posts in category Value Pickr
Hitesh portfolio (29-11-2023)
Helli Hitesh ji, what are your views on
- Arvind Fashions
- CAMS
- Paradeep
4.Stovecraft - Suryoday
Spotting a Reverse merger – Shell(Holding company ) Merging with healthy profitable private company (29-11-2023)
Some indications are promoter of any big non individual investors loading up stock from open market and other entities. Board seat being allotted to the corporate investors management team. A good candidate in current market is Swadeshi Polytex. Look at their promoter entity they have many unlisted business.
Borosil Renewables – Bright as sunlight (29-11-2023)
There are big volumes buying today is there any news regarding duties?
Laurus Labs – Can Business Transform to Next Level? (29-11-2023)
Dont you think business model is changing every 3-4 years and company has to re-invent itself every 3-4 years?
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (29-11-2023)
It’s a good question
- Due to prevailing higher Sugar prices, we believe diversion towards Ethanol will be less in SS 23-24
- Extent of lower diversion/lower ethanol production needs to be assessed with better data points
Will work on it, thanks.
@Mehnazfatima ?
Hitesh portfolio (29-11-2023)
Fundamentally I don’t track Indoco anymore. It has been a story of disappointments in terms of results. Who knows at some point of time it might change.
On charts, it has been stuck in a broad range of 310-360 since a long time and now seems to be attempting a break out. Need to see how it sustains and consolidates.
@Ujjawal_Kumar1 I haven’t heard about Techknowgreen.
@Journey_Goes_On I haven’t heard about Shera energy.
One thing we need to be careful about is not to get carried away by companies carrying names of sectors currently in favour. Anytime a sector is in fancy, and reaches craze levels, a lot of companies which have nothing to do with those sector tend to change names to suit their purpose. 
Pragnesh’s portfolio (29-11-2023)
Adding Prevest denpro and paushak ltd.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (29-11-2023)
@Donald Sir, On one side there is Sugar shortage is being estimated and on the other side sugar cane is being diverted for ethanol…
What will be the impact on ethanol processing units… government will not allow diversion of sugar for ethanol as one of the reason for diverting ethanol to sugar was to absorb excess sugarcane. Profit from Sugar can get neutralised by under utilisation of ethanol plants of Sugar mills…
Shakti Pumps – solar shakti (power)! (29-11-2023)
Haryana orders can come next month…more clarity is required on Maharashtra orders.
Disclosure: Invested but trimmed my positions as there were other good opportunities in the market and now waiting for reflection of narratives in numbers.