Can you please elaborate?
Posts in category Value Pickr
Smallcap momentum portfolio (14-10-2024)
@sandeep17 We also have to remember in all our discussions that XIRR is adjusted for periodic inflow / outflow of cash. If we have to do a comparison with the NAV of an MF, we should also look at the NAV growth of the portfolio. There is some differences in this.
Arman Financial Services Ltd (14-10-2024)
Exited the entire position a few weeks ago after taking a10% beating.
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (14-10-2024)
great stats, any info about MCLR mix in KMB?
In today’s paper ” We believe PSBs will be better capable of maintaining their margins, aided by their higher mix of MCLR rate books. We believe that unsecured loans will continue to see deterioration in the second quarter,” Motilal Oswal said.”
IDFC – Infrastructure Development Finance corporation (14-10-2024)
Are IDFC First bank shares credited to anyone’s account?
Bajaj Finserv (14-10-2024)
Almost zero activity in this thread for 3 years, strange.
I am pretty confident about the emerging business like Bajaj Health and AMC, and Bajaj Finance to return to it’s older valuations.
The SME portfolio (14-10-2024)
Is anyone tracking these companies? Found them a bit interesting upon first look:
Enfuse Solutions Ltd.
Envirotech Systems Ltd.
GEM Enviro Management Ltd.
Harshdeep Hortico Ltd.
Osel Devices Ltd.
Par Drugs And Chemicals Ltd.
Paragon Fine And Speciality Chemical Ltd.
Quest Laboratories Ltd.
Rockingdeals Circular Economy Ltd.
Saakshi Medtech & Panels Ltd.
Systango Technologies Ltd.
Yash Optics & Lens Ltd.
Sula vineyards – pioneers in indian wines (14-10-2024)
Something seems to be up. Retail seems to be lapping this up. Never is a good sign when promoters, FII and DII are all selling at the same time. Everything else seems interesting about the company except this.
Varun beverages fast growth duopoly business (14-10-2024)
Mohnish Pabrai view on VBL.
Source: Wealth Insights October’24 edition
IDFC First Bank Limited (14-10-2024)
Hi James, do you view the increase in public holding as a concern for the merged entity?
Public holding for other banks ICICI/Axis is pretty low. Or, shall we view it as an opportunity given the FII/DII’s will buy.