I have tried to check the products of Banco. Most of them are getting impacted by EV. Any ideas, what is Banco doing to overcome this.
Disc : Not Invested, though, Interested !!!
I have tried to check the products of Banco. Most of them are getting impacted by EV. Any ideas, what is Banco doing to overcome this.
Disc : Not Invested, though, Interested !!!
Can one access the list of Top 50/ Top 250 shareholders from the MCA website?
If yes, how? If no, is there any other way to get this info?
Can one access the list of Top 50/ Top 250 shareholders from the MCA website?
If yes, how? If no, is there any other way to get this info?
Hi Anish,
Without getting into specifics, I will respond
Thanks.
Nikhil
Hi Anish,
Without getting into specifics, I will respond
Thanks.
Nikhil
Continuation of the earlier narrative:
The period of 2008-2022 in my journey can be broken in 2 specific timeframes - One till 2014-15 and the next one till 2022. Till 2014-15, I was very much part of Theequitydesk group and acted generally based on the advise of the group with limited independent thinking. Since the focus was on buying high quality business, I did well.
In 2015, I became part of a popular new PMS(PMS1). The performance of the PMS in the first year was not good. Infact to subscribe to PMS high ticket amount, I sold most of my “Slow moving compounders” which in hindsight was a bad decision. The PMS had its share of wins but there were more losses as they went into smallcap stocks in search of higher returns. I dissociated myself from the PMS after one year but till then some damage was done to my portfolio.
In 2016, I went to another PMS (PMS2) focused largely on small cap stocks. In the first year, the PMS did extremely well (in line with 2016-18 smallcap boom) and doubled the value. However they did not reacted once the smallcaps were busted and held on the not so strong companies. I also invested a very significant amount in end 2017 into this smallcap PMS and also bought on the side the share that they invested in. Some of the stocks did not performed well and in couple of those, I lost 90% of the value. Post this fiasco, I did not invested any additional money into the but let the PMS team manage the account.
In the meantime, in 2018, I left my corporate job to become a full time investor. However given the meltdown in my portfolio happening in 2018 I got scared and went back to job in early 2019. In hindsight again, I could have possibly managed at that time, but my learning was incomplete. On the side, I was again investing any surplus amount into stocks with my own study, visiting different website and valuepickr also. I made some interesting bets on Suven Pharma (predemerger), JB Chem, Alkyl Amines (Small Cap PMS stock) and held to them.
If I want to summarize the reason for my limited success in the stock market, it will possibly be
Some key learnings;
Regards,
Nikhil
Continuation of the earlier narrative:
The period of 2008-2022 in my journey can be broken in 2 specific timeframes - One till 2014-15 and the next one till 2022. Till 2014-15, I was very much part of Theequitydesk group and acted generally based on the advise of the group with limited independent thinking. Since the focus was on buying high quality business, I did well.
In 2015, I became part of a popular new PMS(PMS1). The performance of the PMS in the first year was not good. Infact to subscribe to PMS high ticket amount, I sold most of my “Slow moving compounders” which in hindsight was a bad decision. The PMS had its share of wins but there were more losses as they went into smallcap stocks in search of higher returns. I dissociated myself from the PMS after one year but till then some damage was done to my portfolio.
In 2016, I went to another PMS (PMS2) focused largely on small cap stocks. In the first year, the PMS did extremely well (in line with 2016-18 smallcap boom) and doubled the value. However they did not reacted once the smallcaps were busted and held on the not so strong companies. I also invested a very significant amount in end 2017 into this smallcap PMS and also bought on the side the share that they invested in. Some of the stocks did not performed well and in couple of those, I lost 90% of the value. Post this fiasco, I did not invested any additional money into the but let the PMS team manage the account.
In the meantime, in 2018, I left my corporate job to become a full time investor. However given the meltdown in my portfolio happening in 2018 I got scared and went back to job in early 2019. In hindsight again, I could have possibly managed at that time, but my learning was incomplete. On the side, I was again investing any surplus amount into stocks with my own study, visiting different website and valuepickr also. I made some interesting bets on Suven Pharma (predemerger), JB Chem, Alkyl Amines (Small Cap PMS stock) and held to them.
If I want to summarize the reason for my limited success in the stock market, it will possibly be
Some key learnings;
Regards,
Nikhil
I didnot understand your last statement…the author of the article is convinced , then we should presume it to be true…kindly explain…how we can base our presumption on somebody is convinced or not?
I didnot understand your last statement…the author of the article is convinced , then we should presume it to be true…kindly explain…how we can base our presumption on somebody is convinced or not?
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