Sanjay Thapar is the key person, if he exit early then the co may be in trouble as it’s into niche level of transformation & private equity’s will definitely buy lower than mkt price that’s not the issue , also looking into India’s prospect more block deal is going happen in small caps
Posts in category Value Pickr
Investment principal & checklist from great investor (22-08-2023)
Charlie munger ” ultra – simple genral notions.
- Solve the big no brainer questions first
- Use Math to support your reasoning.
- Think through a problem backward, not just forward.
- Use a multidisciplinary approach
5.Properly consider results from a combination of factors, or lollapalooza effect.
Kalpesh’s Portfolio (22-08-2023)
(post deleted by author)
StageInvesting +Elliot Waves (22-08-2023)
Sorry to say that we don’t give any advise. We just share interesting charts.
SJS Enterprises Ltd (22-08-2023)
This is typical problem with PE owned businesses. They have ‘Exit’ mindset, rather than a Ownership. It is a ‘Risk’ we need evaluate while owning these bizes.
Thanks.
StageInvesting +Elliot Waves (22-08-2023)
If I am an investor is Ambika cotton can be entered for 25-40percent at current levels (am comfortable to hold for 1-2-3 years for double – needless to say numbers and markets should not be too volatile)
Radico khaitan: alcoholic child (22-08-2023)
Not sure how credible this is
Axis bank – Turnaround imminent (22-08-2023)
Why is axis current p/e at historic low?? It’s quite astonishing
StageInvesting +Elliot Waves (22-08-2023)
For any significant move…
Crossing 40 WEMA and then breaking the trading range and closing above 1820 at least for 2 weeks .
Please be patient and read carefullt if you want to really make big money in the markets. But if you’re a trader, we won;t be able to guide you on daily basis.
Omkar’s Portfolio Analysis and Discussion (22-08-2023)
I hold 4 chemical stocks.
Deepak Nitrite, Alkyl amines, P.I.Industries and SRF…What are your views about them?
Specially among Deepak and Alkyl amines, which one is a more secular growth story? Product wise, Deepak has more diversity compared to Alkyl, but its a commodity products …I am planning to sell one of those two, to reduce number of stocks in portfolio.