Your inpit ia very helpful.
Does gemini access multiple pdfs as an input like concall transcript for last 4 quarters ?
Posts in category Value Pickr
Combining AI and Equity Market (19-05-2024)
Amoul Portfolio (19-05-2024)
Lounges dont pay anything to DFS. DFS collects gross amount per passenger from the credit card companies or anyone else sponsoring the passenger, retain a small amount and pay the rest to the lounge.
Screener.in: The destination for Intelligent Screening & Reporting in India (19-05-2024)
@Chandan_Sarkar1 might have happened while continuing without unnecessary cache, please try after that.
Microcap momentum portfolio (19-05-2024)
Appreciate that effort.
Mudit’s Portfolio (Stage Analysis + Relative Strength) (19-05-2024)
" Profit too belong to me very much. *Everyday Market value of my Portfolio is my Everyday Purchase price" - I have had pretty much the same journey as you on realizing that capital invested in the market is not the money I put in but the current value of my investments.
Currently, I am using the 50DMA to exit stocks where I feel valuations are high (PEG>2), stock hasn’t moved after great results and QoQ and YoY results will stop showing multiple digit growth. I feel such stocks will sooner or later enter stage 3. A case in point is KPIT, I exited at 1500 despite great results as 50 DMA has been breached multiple times and Q1’25 will definitely be lower that Q4’24 - enough for derating to start. Let’s see how this thesis plays out
Deepak’s portfolio requesting feed back (19-05-2024)
Ideally 15-20 Companies is more than enough. Less than 5% allocation will not make any significant difference at the Portfolio level. That’s what i feel.
Omkar’s Portfolio Analysis and Discussion (19-05-2024)
Just curious hence asking, being a devil’s advocate :-
Your allocation period ( from starting a position to making it fully sized) for a particular company , itself is 5-6 years, But what if that company goes bust, during your allocation period itself, after all 6 years is a very long period, in today’s fast culture?
How to invest or trade in NCD listed at BSE and NSE in the Indian markets? (19-05-2024)
When you sign up with the platform, usually you will be assigned a relationship manager. You could always negotiate on the yield to maturity of the NCD. You can also ask quotes from different platforms as well and then decide whoever is offering the best yield to maturity.
Tembo Global – Infrastructure proxy? (19-05-2024)
Decrease in promoters share from 72.7 to 54.2% is a big red flag. It appears that they didn’t subscribe to full quota of their rights entitlement. Generally promoters shareholding increases after rights issue, as some shareholders quota remains unsubscribed. So find the reasons.