Perfectly possible what you are saying as its a cyclicality sector .Hence I am saying to gaze the business /terminal value every 2/3 years .Currently the tail wind is very strong .Please go thru yesterdays attached article
Posts tagged Value Pickr
My portfolio updates and investment journey (23-05-2024)
Sir please share your views on valuation of rategain
P.E. Analytics Ltd (PROPEQUITY) – Another Data Analytics Platform for Real Estate Players (23-05-2024)
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Smallcap momentum portfolio (23-05-2024)
@SaurabhVj My plan is not to consider the special trading session. I had mentioned this also somewhere in the thread.
Good input from your side. If there is sustained price action, it will come into our radar this week.
HDFC Asset Management Company (22-05-2024)
If true, it’s a good news for HDFC AMC
Tracxn Technologies (22-05-2024)
Very flattish results from tracxn,while the scenerio can change if there are rate cuts in usa which can attract vc money and eventually pickup of business
Valuepickr mysore (22-05-2024)
Yes sir,
Please we can
B’s Notes : company analysis, portfolio roundup (22-05-2024)
I agree with the point that there is no direct strategy for stock market. But sometimes understanding things from historical prism helps us evolve as an investor.
For example the Book speaks indirectly about climate change. Last year VBL faced an slowdown due to relative lack of heat in North India which effected it’s sales in the peak season. This year the season started early and in southern India weather has been pretty fickle.
When we do a Business model analysis. I have several questions in my mind.
How does the company produce adequate Inventory? Do unseasonal rains reduce the consumption ? and many more. These are the things which effect my EPS.
Again as I mentioned in my post it’s strictly for history buffs.
Disclosure: May or May not hold positions in stocks discussed.
Digikore Studios Ltd – a micro cap VFX play with good growth potential (22-05-2024)
Year of year decent set…