I already hold ICICI bank. And since already including HDFC bank, i will be having 3 banks and 2 NBfCs hence no kotak. I used to hold it earlier, but not now. Overall Financial sector also should not cross a particular limit.
Posts in category Value Pickr
Mudit’s Portfolio (Passively Active) (02-11-2023)
Any SWOT done with Kotak/ICICI before buying HDFC. Also, why not other Large Caps outside of banking such as PowerGrid or ITC?HUL if stability is only criteria.
Macfos Limited- A niche E-commerce Company (02-11-2023)
The company has come out with an investor presentation. Three important data-point has been shared.
SKU has grown to 16,220, a very positive development. Every increase in SKU increases the competitive strength of the company.
The investor presentation is as follows;
581e71a0-012f-4a5b-8d2f-ebfdfae1b67a.pdf (1.6 MB)
Macfos Limited- A niche E-commerce Company (02-11-2023)
The company has come out with an investor presentation. Three important data-point has been shared.
SKU has grown to 16,220, a very positive development. Every increase in SKU increases the competitive strength of the company.
The investor presentation is as follows;
581e71a0-012f-4a5b-8d2f-ebfdfae1b67a.pdf (1.6 MB)
Mudit’s Portfolio (Passively Active) (02-11-2023)
Very fair enough approach Mudit ji. As I am still 4 yr old only to the markets, I invest 50% of my money via mutual funds and 50% via direct stocks. The mutual funds side helps me find some stability in my portfolio.
Mudit’s Portfolio (Passively Active) (02-11-2023)
Very fair enough approach Mudit ji. As I am still 4 yr old only to the markets, I invest 50% of my money via mutual funds and 50% via direct stocks. The mutual funds side helps me find some stability in my portfolio.
Saregama India Ltd: India’s premier music publishing label (02-11-2023)
Very confused by the results being posted by the company. Very tepid growth, huge drop off in events based revenue. All this while, Tips posted healthy growth and through the roof margins.
Any clues what might be going on here?
Saregama India Ltd: India’s premier music publishing label (02-11-2023)
Very confused by the results being posted by the company. Very tepid growth, huge drop off in events based revenue. All this while, Tips posted healthy growth and through the roof margins.
Any clues what might be going on here?
Natco Pharma: Focusing On Complex Products (02-11-2023)
Even after clarification about zero observations at corporate office in hyderabad still the stock is down…unable to understand whats the reason for this? Some big fii or hni getting out it seems…anyways upcoming qtr results should be very good as per previous concall…let see how that will impact stock price
Natco Pharma: Focusing On Complex Products (02-11-2023)
Even after clarification about zero observations at corporate office in hyderabad still the stock is down…unable to understand whats the reason for this? Some big fii or hni getting out it seems…anyways upcoming qtr results should be very good as per previous concall…let see how that will impact stock price