The good news is that the process of crediting shares of USFB to the shareholders of former UFS has started and it is in an advanced stage. Hopefully the shares should be credited to the demat accounts during the earlier part of the coming week.
I am also slightly disappointed by the results that have been posted by the company.
Posts in category Value Pickr
Ujjivan Financial – Small Finance Bank (18-05-2024)
Ujjivan Financial – Small Finance Bank (18-05-2024)
The good news is that the process of crediting shares of USFB to the shareholders of former UFS has started and it is in an advanced stage. Hopefully the shares should be credited to the demat accounts during the earlier part of the coming week.
I am also slightly disappointed by the results that have been posted by the company.
Forensics and the art of triangulation (18-05-2024)
I believe it’s the issue with the formula in the Screener. In Screener formula for DIO is ‘Annual Inventory / Annual Material Cost * 365’, Looking at Likhita Infra’s FS we can see their Inventory is 6,829.81 out of which 6,620.88 is WIP. WIP loaded with other OH so we have to include Cost of materials and Construction exp which adds upto 25,473. If use only the Material cost of 5,844 we would have inflated DIO.
Best value-investing magazines (18-05-2024)
My bet is on only 2 - Wealth Insight and MoneyLife.
Both are simple, straightforward and no nonsense magazines.
Relatively very cheap lso for online version.
I hope this helps you.
dr.vikas
Microcap momentum portfolio (18-05-2024)
Update for entry on 21st May 2024
50DMA (19925) > 200DMA (18046); hence, we can continue without any change.
Based on ranking:
- KIRLOSENG
- KPIGREEN
- PURVA
- IFCI
- NETWEB
- VOLTAMP
- KESORAMIND
- KIRLOSBROS
- ELECTCAST
- ARVIND
- CHOICEIN
- TIMETECHNO
- STAR
- ANANTRAJ
- TECHNOE
- MOIL
- NEWGEN
- MSTCLTD
- INGERRAND
- BASF
- WOCKPHARMA
- BALMLAWRIE
- THOMASCOOK
- RTNPOWER
- GANESHHOUC
Based on A → for easy tracking:
- ANANTRAJ
- ARVIND
- BALMLAWRIE
- BASF
- CHOICEIN
- ELECTCAST
- GANESHHOUC
- IFCI
- INGERRAND
- KESORAMIND
- KIRLOSBROS
- KIRLOSENG
- KPIGREEN
- MOIL
- MSTCLTD
- NETWEB
- NEWGEN
- PURVA
- RTNPOWER
- STAR
- TECHNOE
- THOMASCOOK
- TIMETECHNO
- VOLTAMP
- WOCKPHARMA
Exits:
ITDCEM, SANGHVIMOV and TARC exit.
TVSHLTD stays within the top 30 and hence remains.
Entries:
INGERRAND, MOIL and THOMASCOOK enter.
RTNPOWER cannot enter as there is no vacancy.
Smallcap momentum portfolio (18-05-2024)
Thank you for the same. Is the ranking / order mentioned above is correct or is it different in your list?
Deep Industries (DIL) (18-05-2024)
Management is very confident about ~ 25% yearly growth and maintained overall EBITDA margin ~ 42% + in next 2-3 years
Mudit’s Portfolio (Stage Analysis + Relative Strength) (18-05-2024)
Thanks for the data, couple points - 5 year data is of not much relevance as its not even one cycle.
As rightly said by your last statement, during bulls the difference will be big…its the bears and the bulls thereafter which matters and hence 5 years is of not much relevance.
Second, it is impossible to switch to next best performing fund every year. These are not businesses one can track. So best possible result any mortal can get is by forming a basket and hope that basket holds best performing funds every year…but will that workout over 10-20 years or more is important because any time frame less than that is for the boys to have some delta fun…just my thoughts and I maybe wrong!
Microcap momentum portfolio (18-05-2024)
@Anand_Jain Matches in terms of total stocks, but I see some differences in ranking. Will post mine.
Microcap momentum portfolio (18-05-2024)
@stuti_agarwal I see some differences between my list and yours. Will post mine.