Posts in category Value Pickr
Why not leave it to the experts? (28-10-2023)
Thats true. I have kept holding and kept studying the companies even after soic sold them.
Examples like Alkyl Amines, p.i.industries, Divis, Astral etc I am still holding and studying, even though I know that they dont hold in their portfolio as I am confident of these companies doing good over coming decade, even if currently they are subdued amd not in tailwind region. I only take help at the start, but later on i hold them in thick and thin, if I am confident of them.
Why not leave it to the experts? (28-10-2023)
This was meant to be generic and not at a specific comment on Mudit. We are all aware of how good the overall retail community in India is where people invest without looking at any sort of metrics completely on hearsay and tips.
Tamilnad Mercantile Bank Ltd (TMB Ltd) – An undervalued pvt. sector bank? (28-10-2023)
The board has accepted his resignation. RBI asked the bank to find his successor. Till then Mr. Krishnan will continue to be the MD and CEO.
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (28-10-2023)
But their GNPA has increased during the same period, when most of the Banks and NBFC have seen reduction in GNPA. Can someone help me understand this?
Praveen’s Information Attic (Obervations, Lessons, Thoughts) (28-10-2023)
I can add some more to your list
Laurus labs
LTI
Tata Elxsi
P.I industries
Alkyl Amines
Deepak Nitrate etc
Carysil (earlier Acrysil) – Kitchen sinks (28-10-2023)
Carysil has acquired new company United Granite LLC, what all views do you have on this how do you see Solid surface segment working out in future for Carysil
Praveen’s Information Attic (Obervations, Lessons, Thoughts) (28-10-2023)
I have burnt fingers first hand in Divis labs, SRF, Dmart myself. But i kept on adding on the journey downwards.
Kindly elaborate on ” optically high PE on downcycles”…Do u mean , since earnings are low, PE looks high as denominator has decreased , or some other viewpoint?
Why not leave it to the experts? (28-10-2023)
They may have covered a lot, and it could be true that there is little to contribute from your side, then bring in something of your own to the company you are interested in, it need not be anything quantifiable, it could be intangible, your perspective, your view of the business, even if it does not match with the analysis provided by them.
We can get an idea from anywhere in the world, but if we can add something of our own to it and go forward, I guess that would feel better. And you can follow the stock on your own, and even if the people who have analyzed the business stop talking about now, you can see if you can hold the stock for some more time, considering you have added your own view and are following the stock. There exist a lot of approaches if we want to go forward, many ways to skin the cat.
On a lighter note, I think you don’t know what he does, he is a CA.
Tamilnad Mercantile Bank Ltd (TMB Ltd) – An undervalued pvt. sector bank? (28-10-2023)
What about MD Mr.Krishnan …Is his resignation confirmed??