@Niraj_Punjkaran will share my portfolio and input very soon.
Posts in category Value Pickr
Investment in the ancillaries, or ancillaries of ancillaries-vendors of famous companies (08-09-2024)
For retirees previous metals especially Gold and land is best investment. Can’t trust even government bonds, if Inflation is really high Government bond maybe loss making.
Investment in the ancillaries, or ancillaries of ancillaries-vendors of famous companies (08-09-2024)
Axiscades , apologies phone autocorrect.
Investment in the ancillaries, or ancillaries of ancillaries-vendors of famous companies (08-09-2024)
(post deleted by author)
Investment in the ancillaries, or ancillaries of ancillaries-vendors of famous companies (08-09-2024)
Wonderful work. I will definitely look at the companies you mention. And your comments on safety in investment have really touched me.
Problem with being heavily invested in the equity is that someday when you wake up, your holding may have been reduced to a half. It has happened to me also, especially during Corona. May be I have taken heart from Warren Buffet, who said, “How I have lost? I have not sold anything?”
I have in fact tried that too, selling my holding when clouds gathered. The result was selling Bajaj Finance for ₹2000. Then you have to be really sharp in buying/selling.
Also, one lesson I have learnt is of never taking your eyes off the taxes. Now it is 20% of the profit. So, if you have really made it in a share, selling it would be really costly.
Thanks again. May be we can discuss it in a separate thread.
Expleo Solutions (Earlier: SQS India BFSI) – A niche Small Cap Value Pick (08-09-2024)
It’s most likely that Expleo will be sold out to another MNC . Indian unit along with subsidiaries included.
Thinksoft global was purchased by SQS BFSI Germany which in turn was purchased by ASSSystems SA with name changed to Expleo. There are Rumours of promoters scouting for buyers, but there is no official info from the company on sale agenda.
Recently, Cigniti another Indian firm with similar lines of business was sold out to another MNC.
So wait & watch for News.
Small / Startup company of BIG Corporate House (08-09-2024)
Innovasynth Investment – by Rajan Raheja group they have just announced merger with associate who has a PAT of 20 crore .
Expleo Solutions (Earlier: SQS India BFSI) – A niche Small Cap Value Pick (08-09-2024)
@Balki is only the india unit getting sold ? Because expleo globally is also held bY PE firms and they will want an exit sometime
Both have different implications for expleo share holders
Also can you clarify the source from where you have heard this ?
Thanks in advance
Disc: invested for sometime
Motilal Oswal Financial Services (07-09-2024)
Thanks for the answer
Policybazaar – Insurance Online (07-09-2024)
here it will not be right to look on the basis of PE . Basis of valuation of any company is it’s future cash flow discounted to present time . and market expecting good cash flow and operating leverage with time . Thats why PE is not the right valuation parameter here . Although I am new to investing and not a expert of valuation 
but this is what my understanding says.