I too am invested and based on the comments above, I’ve decided to hold till at least Q2 results and con call.
Posts in category Value Pickr
PPFAS Financial Opportunities Forum (02-11-2023)
Any update on unit holder meeting of ppfas . I think it used to happen in month of October
Sula vineyards – pioneers in indian wines (02-11-2023)
The guy putting the data in Screener portal should add investors to correct category from the start. This reclassification happens in 100s of companies each quarter (from my personal experience). Try comparing the shareholder structure of a random company from different sources eg. Screener, Trendlyne, Finology, Brokerage reports etc and you would observe some differences!
Surya roshni ltd (02-11-2023)
Decent set of results from Surya Roshni. Margin expansion seen
Starting off with Value Pickr (02-11-2023)
Look at the threads posted my members sharing their PF, they give their rationale for choosing their picks. If you are starting off with VP, this is the way to do.
There are many PF threads, go through them, and you will see how discussions happen and go forward.
HDFC Bank- we understand your world (02-11-2023)
There is recession fears in US plus Indian economy is strong and growth is still expected. Credit quality in US is about to worsen due to historically high interest rates.
Cupid Ltd – Helping the world play safe! (02-11-2023)
Any fundamental reason for the price surge…??
Karan’s small/micro cap portfolio (02-11-2023)
Hey there, I’m sorry for the delayed response. I have to admit, you guys are absolutely right – if I had stuck with the companies in my initial post, I’d be sitting on a few real winners. It’s actually the first time I can proudly say I have a knack for picking the right stocks. I’ve mentioned before that I really need to work on my ability to hold onto my investments.
I went back and crunched the numbers, and if I had held onto the original list, my CAGR would be a fantastic 48% (which, believe me, I’d love to have). However, with all the buying and selling I’ve done, my CAGR stands at 35%. So, it’s clear that constantly tinkering with my portfolio has been detrimental.
I’ve generally been good at making the right picks, especially since out of the 12 stocks in my initial list, only 1 (Waterbase) has given me negative returns. I hope that over the last 5 years, I’ve improved my ability to hold onto my investments.
Deepak Fertilizers and Petrochemicals (02-11-2023)
Revenue is not down, wonder why there is such a massive drop in profits. Also a lot of FIIs exited – probably why.
Pragnesh’s portfolio (02-11-2023)
I will share it within short time