Posts in category Value Pickr
Rategain – Fast Growing SaaS Leader (12-11-2024)
Maybe it’s due to resignation of company secretary
Rategain – Fast Growing SaaS Leader (12-11-2024)
Growth of what actually ? The screener does show good enough growth in TTM .
Rategain – Fast Growing SaaS Leader (12-11-2024)
I think this stock was treated and priced as a 80% n 40% growth company earlier n since the growth started coming down to 20% last qrtr n 18% this qrtr probably mkt not liking lower growth n higher valuation !! Been brutal! Any views on what company’s target growth rates are?
Tinna rubber – recycling a rubbery growth path (12-11-2024)
Seems like price growth is not justified by the result growth that’s why correction is there
Dis invested from 600 levels hold free 76 stocks
Praj Industries (12-11-2024)
Newsflow – Lately, mgt commentary on CBG has turned encouraging on the order pipeline
(500Cr orders received by Praj), RenGas produces 30% higher yield than its comps
Journey of Equity investing learnings , growth and scaling (12-11-2024)
There is one. Time/Experience. In due time, you will find your way, as many investors do, or you will get accustomed to do what you do but get better at it, refine it. Usually it is the former – you will learn to let go, and you will focus on other opportunities.
You can use this forum to record your thoughts or can write a blog of your own, detailing your ins and outs of the stock. As is the case with most, you will be surprised how you have evolved.
To give an anecdote, I bought a couple of penny stocks when I started, and when I looked back a few years later, I was surprised at my own naivety of my early days for choosing such stocks, as I had developed some understanding in the next few years, which made me not choose even Asian Paints. All part of the journey, many pass through these phases. If you don’t have a particular destination, enjoy the ride with focus on the road.
Rategain – Fast Growing SaaS Leader (12-11-2024)
Rategain posted a clear good result and is down 10% today . In my book this one is a classic multiverse stock .Since stock price should follow earnings ( Immutable Buffet Graham rule), in this stock the results are in this universe but the price must be increasing in another since its not doing here for past 5 quarters . 
Nitiraj’s Portfolio (12-11-2024)
Being in the market for 4 decades successfully having achieved a minimum of 25% CAGR, I would advise you not to have more than 15-20 stocks in your portfolio otherwise it will be difficult for you to track each & every company which is your portfolio. Further by spreading your portfolio with 100 odd companies, you are diluting your return since over all return depends on the performance of 100 odd companies in place of say 15 companies.
Tinna rubber – recycling a rubbery growth path (12-11-2024)
Seems like a good opportunity to add some shares. Bad quater due to external factors is discount coupon in my opinion