What i meant was once we have done a complete reading on annual report and have understood the important things like management who are running the shows etc, then after putting it in core portfolio, then for subsequent quarterly and annually tracking it, does it make sense to just do screener or it has to be from Annual Report?
Posts in category Value Pickr
Vakrangee (24-07-2022)
Reminds me of old similar cases.
Dishonest promoter. Empty balloon on the turnover side.
Demerge company saying we are too big.
Never list some of the demerged entities.
Give some dates and all for some time but never list.
Let’s see what goes with this one.
The Anti-Portfolio (24-07-2022)
Hi Bhavya,
Aster DM is making strange moves I heard, selling off majority biz in middle-east to focus on India. Not sure about the management quality. Narayana Hrudalaya is a decent biz, prefer this since it seems to be less commoditized and higher end treatments. HCG seems oncology focused, have been hearing about break through cancer treatments, so maybe its biz model will face threat soon!
Varun bev seems to be edge above the rest with higher growth possible for medium term at least. HUL has good management also, but they may run out of playbook with growing private labels from most retailers for staples etc. ITC is on cheaper side but too complex to give a view 
Simple Investing (24-07-2022)
Broker just sells the number of shares you requested. There is no shares divided in the demat account for long term or short term. You will have to calculate the tax for the long term holding using FIFO rule while doing tax. Zerodha provides the shares which have become long term in holdings.
Yes, another reason to avoid this exercise.
You can try tax harvesting very easily. Calculate the short term profit you gained this year. All brokers provide it. Sell equivalent amount of loss (Nykaa maybe). Buyback after it has been removed from demat account.
Your buy average will reduce and you will save the tax on other short term profit. ( I did the same).
Yes you can save tax on 100000 every year for long term position.
Steel Strips Wheels Limited – Attractive Valuations (22-12-2015)
Customer list is not given on compant site, but shows Jamshedpur Plat is under expansion http://www.sswlindia.com/pages/index.htm
Morepen Labs – a believable turnaround story (22-12-2015)
It is an operator driven stock. Stay away from this. I had news for this some months back. Crazy valuations !!
My long term portfolio (22-12-2015)
I am holding Oriental carbon from lower levels. Still holding and will hold for some time. I think valuation is not that compelling as in the past but not excessive also looking at business.
I do not own Kitex. Check the valuation before invest in this. Much hyped stock now. Prof Baxi has written poems on this company. They sell children clothes to Walmart etc. No one has grown very rich selling to Walmart. They squeeze sellers. That is my Bear case for this stock. Otherwise good business so far.
Kaveri seeds company limited — kscl (22-12-2015)
Block Deals
Kaveri Seed Block Deal on BSE, Qty: 200,000, Deal Price: 352.00, Value (cr): 7.04, Time: 12:55pm Dec 22, 12:58