Can you please share link to the whole report or a pdf?
Posts in category Value Pickr
Sharda Motors – Emission tailwinds or EV threat to exhaust systems? (28-06-2024)
What was the success ratio of Buyback for retail investor? Mean to say for retail investor, how much you were holding and how much bb debited? Thanks in advance…
Smallcap momentum portfolio (28-06-2024)
any names you might have screened based on this, from last weeks list ? I think this can generate alpha ?
IMO, I think it is to “keep the shuffling without baggage”. Just look at the ranking and Sell it/Act upon it. This is helpful to folks who strategise but cant put it in action. someone like me.
Raymond – The Complete Man (28-06-2024)
The easiest approximation would be to valuate the 2 companies based on the ratio of shares offered for “Newco”, it turns out to be Newco will be 45% of the current valuation and 55% is the rest of The “Raymond”. Thats the conservative estimation. Then, down the line few months market values them based on underlying assets and prospects/future of growth.
Hitesh portfolio (28-06-2024)
The perfect book to analyse a company is Pat Dorsey’s Five rules for successful stock investing. It covers all sectors and specifies what to look out for in each sector. If One up on Wall Street is the “ART of Investing” book, the former is “SCIENCE of Investing” book.
Rajesh’s portfolio (28-06-2024)
well that is the reason i bought this. holding period will be minimum 5 yrs, untill and unless management does something tragic.
DIY Momentum QnA and Discussion (28-06-2024)
Not only in this but in all strategies purer the better, you may wish to combine with many. But the return will be affected.
StageInvesting +Elliot Waves (28-06-2024)
GMR infra could face temporary backlash because of the Delhi airport incident. I think Terminal 1 was inaugurated in May and the roof already collapsed and they are citing rains as the reason, doesn’t bode well.
StageInvesting +Elliot Waves (28-06-2024)
Our Portfolio ( recent additions) as on today:
- Vatech Wabag
- Welspun Enterprise
- Garware HiTech
- Indus Towers
- Wockhardt
- Axis Bank
- Ashok Leyland
- Sharda Motors
- Bharat Dynemics
- PGEL
- GMR Infra
- GICRE
- Gujarat Gas
- Green Ply
- Repco Home
Would share the charts on this weekend.