Oswal Agro Mills: A bet on DRC (05-10-2024)
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My Portfolio (Updates and Suggestions) (05-10-2024)
I hope my post didn’t turn out to be nasty, as the markets corrected a bit…but still, not enough correction IMO. Anyways, it all boils down to one’s risk profile when it comes to equity exposure.
The SME portfolio (05-10-2024)
I did some research on Evans Electric and found these problems
- 11Cr is in UTI arbitrage fund ( significant portion of reserves in balance sheet and this will not even grow at 6% , they could have put in at least index fund )
- FY23-24 around 5Cr Trade receivable with age less than 6months – highest in history I am doubtful about complete recover .
- 5Cr commission on sales is huge around 33% of top line ( no explaoination as to who takes this and is seen every year )
- There is no successor Planning ( current promoters are in 70s)
- Purchase can be made only in lots ( each lot is 500 stocks ) as its a BSE SME , low liquidity
- Growth seen in the near past in not promissing further growth, it could be one off thing.
Seeking Guidance on Starting My Value Investing Journey (05-10-2024)
Write about what you have read, learnt & journey so far. Merely seeking guidance from others will not have serious feedbacks unless you put something on the table.
Kotak Mahindra Bank among top 5 Navratri picks for up to 27% returns (05-10-2024)
Domestic brokerage firms Bajaj Broking and Choice Broking have picked certain promising stock picks to capitalize on the market’s momentum
My Portfolio (Updates and Suggestions) (05-10-2024)
Thanks a lot for your comment.
I would ideally like to have more weightage in equity as you mentioned, where as my cash positions have more weight as of now. I am waiting to get good market opportunities to enter.
Also, some cash are kept for immediate spending.
Unicommerce – a proxy to e-commerece boom? (05-10-2024)
Detailed risk analysis is missing. One liner risks is not sufficient. Also you disclosure of holding is missing.