Anyone following Jain and tracking it’s performance
Jain Irrigation is a very inconsistent stock… even with low oil price it has posted subdued Q2
I am now regretting my trade, still invested.
Posts in category Value Pickr
Bhansali Engineering Polymers – An Import Substitution Story! (12-11-2024)
Yes they are. Styrenix has undergone major corporate restructuring since 2018. Now the company seems more focused in their strategy. They also have concalls and quarterly presentations so investors can actually understand what the company’s plans are.
Disc: no investment in any of the companies mentioned.
Journey of Equity investing learnings , growth and scaling (12-11-2024)
Psychological ways to look at Equity Investing
I have always felt that Equity Investing is a Journey which give goosebumps . Its like you are in casino with chips chances of you keep on playing the rounds are much higher till night last .
Idea of creating wealth is also to enjoy the wealth you.create for comforts / luxuary . I feel it is very difficult for most people to sell equity to say buy a nice car or spend money on things they love .
The love was compounding stops the notion of spending . Eventually creating a second source of income through Dividends / bonds / swp / real estate / f.d helps to enjoy a static income.every month which gives a good cashflow .
This stage is once you have decent enough corpus to compound are done with or provided for responsibility ( education.goal or home.goal ) post which a certain corpus towards income.creation is how i would look to diversify .
ROL ( Retun on Life ) should be top priority .
ROI will anyways take place
Tinna rubber – recycling a rubbery growth path (12-11-2024)
Seems like Sales (50%) and EBITDA (100%) Growth is not justifying the share price (170%) growth. Wont be surprised if the price correct by 30-40% from here. Dis – Not Invested.
Journey of Equity investing learnings , growth and scaling (12-11-2024)
A concentrated portfolio is double edged sword. Idea about investing is to live another day . In the process we cannot afford to loose the amount of capital which could take years to get back.
Concentration of portfolio is a game which needs to be played at certain times with certain bets with comfort of valuation & expectation of amazing business run up ahead.
One bet with high allocation can change the wealth creation journey . Idea is how this can be made as a process to repeat it every couple of years.
IRB INVIT TRUST- new game in the town! (12-11-2024)
“they are just plain lazy / incompetent” is what I think they are.
Also raising equity is opportunistic of them as market price is below book value, so don’t mind diluting unit holders
Bhansali Engineering Polymers – An Import Substitution Story! (12-11-2024)
From the previous posts I believe Styrenix and Supreme Petro are the competitors.
Tinna rubber – recycling a rubbery growth path (12-11-2024)
Any idea why it is hitting lower circuit after good results
Hero Motor – Leader in two wheeler (12-11-2024)
No mention about EV scooters share.
IRB INVIT TRUST- new game in the town! (12-11-2024)
Well, to be fair they have said many times there’s no conflict of interest as Private InVIT just serves as platform to develop assets, those assets don’t generate cash right now. they haven’t given distribution in long time. Of course, I am skeptic of them, why they need separate InVIT why not do it under the IRB developers but I don’t think Public InVIT will be interested in those assets. I think They are just plain lazy/incompetent. A few times they have also said because interest rates are so high IRR calculation on HAM assets don’t make sense, which is true but why not look for BOT assets ?
Also, yeah maybe they would acquire some asset after rate cuts but as we have seen InVITs and REITs keep raising equity capital even after having debt room, which has never made sense to me.