If your focus has shifted to large cap banks, I would recommend looking at ICICI and Axis, or even PSU’s for a matter of fact. HDFC has become so large that it can start to underperform and stagnate relative to other banks
Posts in category Value Pickr
Som Distilleries and Breweries (09-10-2023)
exactly either that or they’ll have to take debt
Deepak Fertilizers and Petrochemicals (09-10-2023)
Not sure about any update on land sir.
Rubfila International – Evolving story of rubber threads (09-10-2023)
Any links to the AGM or way we can access the same anywhere?
Edelweiss Financial Services (09-10-2023)
Look at the debt levels 5000+ Crs.
Reminds me of Piramal Pharma demerger, where the demergerd entity had similar debt levels. Nuvama should be able to pay it off faster given that its an asset light business, nonetheless that could be a reason behind people selling or I could be wrong.
No holdings
Burger King ~ Whopper of an Opportunity (09-10-2023)
The promoter in our case is a PE Firm which has a definite term life for any investment as opportunity cost is a big thing for them. In our case , I am believing it to be a good overhang which is holding the prices at this level as compared to McDonalds they have rights all over India+Indonesia.
Do read this detailed thesis from one of my mentors and your answers will be answered 
Hope this gives clarity.
- Abhishek
IDFC First Bank Limited (09-10-2023)
Exited the bank last week looking at the over-optimism in the market and the QIP placement done recently. The bank had become 40% of my overall portfolio and hence wanted to re-balance as well.
I may be wrong but shifted the proceeds to banks like HDFC which are not market favourite right now and no-one like it as it gives me MoSafety. The bank may keep doing well but market may not reward as much as market gives the best returns in terms of surprises and I believe that phase is over for bank.
Will keep tracking as I like the Jockey of this Horse 
Disc : Not invested anymore
KCP Ltd – undervalued cyclical company (09-10-2023)
The company’s Heavy Engineering division has recently made a filing which shows they have been working with ISRO from past 3 decades and I am not very optimistic on this as its a B2G.
They should spin it off as per my views along with the Hotel business as both are non-core.
Coming to the core Cement business, they are mostly based out in AP and TS and both the states should experience heavy Infra development which may result in benefiting it. I have positioned myself with enough MoS to cover the downside risk. Let’s see if they start receiving more orders which may cater to the defence as well then it may become a candy to the market.
Disc : Invested and Biased.
Va Tech Wabag (09-10-2023)
how to apply for physical copy subscription?
Complete Agri Play through Godrej Industries (09-10-2023)
These are slow growers. Best bought cheap and ignored at upper circuits. 400 is what I would be happy with and not buy beyond 500. As this is holding company if market keeps reducing holdco discount it can keep rallying more with momentum but I don’t understand momentum.