Catchy title for a personal portfolio 
Posts in category Value Pickr
Top 5 picks for 10 year horizon (17-11-2015)
Ambika Cotton Mills (17-11-2015)
Can anybody tell me what is the current count of number of spindles excluding 30000
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (17-11-2015)
I hope you bought into the turnaround story!
I had some positions which were squared off last month and here we are today.
Looking at aluminium for a turnaround. Will be like 2 quarters though.
Top 5 picks for 10 year horizon (17-11-2015)
I think by tomorrow my portfolio should look like this:
This means I would remove Cadila and Caplin, plus pump in additional cash to torrent pharma. I find it surprisingly undervalued.
I would welcome warning suggestions (or a thumbs up if any ) specific to this new move apart from highly concentrated portfoilio towards granules.
A Gentle and Practical Introduction To Value Investing (17-11-2015)
Jana i do follow and enjoy your blog and twitter feed. Wonderful learning.
good luck with the tutorials and god bless
NCL Industries – Resumption of growth? (17-11-2015)
There was a research report that I read by Motilal Oswal where it said that south indian cement companies will not be expanding capacity thereby increasing their utilization rates. The reason why the prices are higher in South India is because of the production discipline and capacity expansion in line with demand which is followed by all the companies together.
With 72% capacity utilization in the current quater and the demand slowing down in Andhra region, I am trying to understand if the capacity expansion makes sense
south.pdf (332.7 KB)
Profit lies where noone is watching: some turnaround plays (17-11-2015)
Can you post the source link? I did not find it in latest qtrly results available on bseindia.com
NCL Industries – Resumption of growth? (17-11-2015)
I did not get this point. Can you elaborate?