My main emphasis was on the point that the chairperson and respective executives (the family members) are all part of the board members. They can influence decisions when required.
Posts in category Value Pickr
Smallcap momentum portfolio (14-10-2024)
@sandeep17 I have not done any cost-benefit analysis of DIY.
However, there are still one or two points in favour of DIY. I have seen that in many cases, ST can be gains or losses as we move in and out. The nett result is not too bad in terms of taxation.
But more importantly, you are in control of what you are buying and selling.
Smallcap momentum portfolio (14-10-2024)
I have tried to calculate it for different returns scenario. Not exact. But with current returns scenario, STCG tax may lower the retuns from 4% to 8% overall. My worry is that, if that much is the cost for STCG, then alpha over mutual funds ( I am talking about Momentum mutual funds) is lost totally.
Medi Assist Healthcare Services Limited (14-10-2024)
Xponent Tribe have covered Medi Assist in depth in their investor update.
Q2FY25 Investor Update.pdf (436.9 KB)
Skipper Ltd., (Power and Water) a moat in making? (14-10-2024)
any idea why the stock is up close to 10% today? Is there another buy report?
Shakti Pumps – solar shakti (power)! (14-10-2024)
Copying from earlier posts:
31-12-2023, Total pump installed – 2.84 lacs
31-3-2024, Total pump installed – 3.14 lacs
30-6-2024, Total pump installed – 3.97 lacs
31-07-2024, Total pump installed – 4.46 lacs
31-08-2024, Total pump installed – 4.64 lacs
31-09-2024 – Total pump installed – 4.99 lacs
Execution pace has increased. But given the competition, i suspect Shakti market share might have fallen. But even if its 20% market share, Q2 will be easy 600 Cr…
Order book will be critical…
Shakti Pumps – solar shakti (power)! (14-10-2024)
Looking at the huge demand driven by the Government yojanas, I wonder why only Shakti pumps has run up soo much and not KSB or Kirloskar bros.
I know there are some issues still overhanging in the case of KIRLOSBROS but I don’t see any real difference in execution of the management in either three, unless I am missing something?
Can someone please enlighten?
Smallcap momentum portfolio (14-10-2024)
Yeah I agree transaction costs will be mostly offset by dividends received. That leaves us with STCG which will be by far the biggest overhead ( especially if its a strategy with high churn rate).
Have you in any way tried to do a cost-benefit analysis of doing this DIY vs going for lets say the corresponding momentum index fund?
