Posts in category All News
Allow jailed Rashid to take oath as Lok Sabha MP: Omar Abdullah (24-06-2024)
New mineral fund rules restrictive: Chhattisgarh government (24-06-2024)
Supreme Court says Delhi High court stay on Arvind Kejriwal’s bail unusual (24-06-2024)
Maiki South Mining wins India’s first lithium block (24-06-2024)
Third Eye: All about oath taking in LS, Jharkhand’s political scene and Congress’ vow to protect Constitution (24-06-2024)
Contrarian Investment : Always looks the other Side (24-06-2024)
It looks good but is highly concentrated in my opinion toward the finance sector 50%+ is something I might never suggest though totally depends on Risk appetite and portfolio vs your total net worth(Like in my case other than this hold MF(Mainly Equity) + cash + EPF that in terms become 30% so for me risk manage this is something to always look for).
Would still want to know views over RBA over others like Jubliant and Westlife as I personally think Burger as a business might underperform over other QSRs
Fearing Losses, Banks Are Quietly Dumping Real Estate Loans (24-06-2024)
Contrarian Investment : Always looks the other Side (24-06-2024)
Like i understand it would do better then SFBs and banks at least in growth but their are two reasons that I bought it.
- I bought a long time ago before the Reverse Merger so gained well in it so a bet that is more planned than recent.
- Valuation and Risk profile, I personally don’t track very actively in terms of stocks so quick buy and sell might be hard I need a player that has some base of valuation + good growth, here the main bet is on the shift from pure MSME loans like AU (not similar but can be very close) so their price to book looks good and in terms of total gains would be more like Growth + valuation.
Would still look deep into this and arman finance and if possible will post my study too.