Posts in category Value Pickr
How to calculate Index PE (12-11-2015)
I rely on PE/PB data as available on NSE's website for its indices. Any particular reason you want to calculate the same on your own?
Mastek Demerger – Special Situation (12-11-2015)
Hi @rdhoot, can you pls elaborate the above statement pls? India's Majesco share is roughly 2/3rd of what??
REPCO home finance – another Gruh in the making? (12-11-2015)
Canfin mostly lends to salaried class and even in non salaried class it lends to what people would call safe clientele. But bcos of that the margins are less than Repco. Whereas Repco lends to non salaried class and is able to charge higher rates and hence has higher NIMs.
And in a query to why Repco commands higher valuations its mainly to do with higher ROA as compared to other players like Canfin and GIC etc. Only GRUH comes close to it in terms of ratios.
How to calculate Index PE (12-11-2015)
If I am correct it's just a simple average of PE of 50 Nifty stocks!!
How to calculate Index PE (12-11-2015)
I know how to get PE of a particular company but dont know how can we calculate PE of an index, fo example how can we calculate Price and Earnings of Nifty.
A Gentle and Practical Introduction To Value Investing (12-11-2015)
just downloaded, starting reading, thanks
will there be incremental updates?
INDIGO ready for takeoff :airplane: (12-11-2015)
i feel "value investors" will stay away from IndiGo
A Gentle and Practical Introduction To Value Investing (12-11-2015)
Nice content and line-up Jana. Your blogs have been a treasure of information.
Just that it would be great if you could also share your thoughts on capital allocation while building a position. Basically there have been several debates around concentration v/s diversification and their merits/demerits. What I am seeking is thoughts that go while you build a position.
For eg. if you are convinced of an opportunity, and have thought about a % of your portfolio, depending on your conviction, when do you enter in phases/ when all at once. How do you tackle internally the queries opposing the thesis for investment. For me I have never been clear about how attractive is the opportunity, and hence written for myself scenarios on whether how much stock de-rates and decide accordingly my allocation, given the current valuation. This has helped me tremendously dealing with temporary corrections and adding to the position at that time.
Would be great if you have anything to share on the subject.
Regards
Ankush