Hi Mudit, Reverse merger should take around 12 months more. We have to follow the timelines as updated by the Bank. At present levels, IDFC Ltd is a better buy since 17% arbitrage is still there as per present levels. Cant comment by when arbitrage benefit shall disappear.
Posts in category Value Pickr
The Anti-Portfolio (18-09-2023)
Yes, there is a good case to liquidate Redtape, on the other hand the biz is doing well and still not valued as per fashion retail, especially with good metrics and better outlook post demerger. So, good growth with some room for rerating too. Just trying to keep a balanced view on a developing story, which may end with liquidation indeed.
Checklist I go through before I buy any stock (18-09-2023)
Hi Anil,
I am unable to access the checklist for some reason. Would you be able to re-share it? I understand the post is over a decade old, but I’m still trying my luck.
Thank you!
The Anti-Portfolio (18-09-2023)
I’m trying to keep numbers of stock in folio around a dozen or so. This limits scope of ideas. Anyway half is just financials. Will admit to missing the bus on capital goods. My excuse is that there are cycles in lots of things but capital goods can be severely cyclical, and timing cycles is quite counter intuitive. You buy when valuation ratio reach high point and sell with decline. With commodity stocks I’ve not had a good experience doing the cycles 
IDFC First Bank Limited (18-09-2023)
Currently I am investing in IDFC ltd, hoping that reverse merger will convert it into IDFC First bank shares. According to you, when this Trade off will disappear and I can buy directly IDFC First bank shares? When I will come to know that level?
IPO Review – Discussion until listing (18-09-2023)
Interview with the promoter of Techknowgreen Solutions Limited, MD – Dr Ajay Ojha
SME IPO | Techknowgreen Solutions Ltd | Dr. Ajay Ojha | Dhaval Patel Sanfu Jain
Promotors are passionate about the work and have technical knowledge of the topic.
The harsh global folio! (18-09-2023)
Hi @harsh.beria93,
I saw that you are using interactive brokers. Can you share it’s review with us once? I have done my research but wanted to get your opinion, if you’ve explored any alternatives as well.
Thanks
