Hi
KINDLY READ SOME BOOKS ON INVESTING BY HOWARD MARKS, BEN GRAHAm, PHIL FISHER, WARREN BUFFET
REGARDS
Posts tagged Value Pickr
Cfa or mba what should i do (26-07-2024)
StageInvesting +Elliot Waves (26-07-2024)
You can check:
MomentumStocks
Praj Industries (25-07-2024)
Did anyone else notice the new logo placed in Praj’s customer list? 
“Praj has orders for five large CBG projects worth 500 crore from a leading business conglomerate” <— Could it be that this leading business conglomerate they have been referring to is indeed RIL! If so, this is a pretty big insight!
Laurus Labs – Can Business Transform to Next Level? (25-07-2024)
The management’s ability to form positive narrative and bad results have remained constant since last 2 years. I went through same realization 2 years ago luckily and wrote how they miss on guidances Laurus Labs – Can Business Transform to Next Level? – #1018 by Simrat
Nirlon- Forgotten Story or A sleepy compounder? (25-07-2024)
Their debt is restructured in such a way with multiple banks, one of the banks was that 75% of the debt will be paid in the 10th year of taking the debt
Cfa or mba what should i do (25-07-2024)
Hello everyone i have master in neuroscience . I want to get into private equity of healthcare side . Should i get an online mba or a cfa . Please guide me thanks
Hitesh portfolio (25-07-2024)
If you could tell the company name, you might get additional insights from Hitesh sir. And, most members of the forum will not buy it from your mentioning alone.
Aurion Pro : Yet another IP product company? (25-07-2024)
Ashish Rai discusses strong Q1-FY25 performance on CNBC TV18.
WHAT AN ELOQUENT MGMT WHO HAS TRULY TRANSFORMED THIS OTHERWISE SLEEPY CO OVER LAST 3 YEARS BY SUPERB EXECUTION OVER LAST 3 YEARS . INVESTING IS ALL ABT BETTING ON GOOD MGMT WHO EXECUTE WELL AND SECTOR HAVING TAILWINDS AND GOOD OPP SIZE
INVESTED SINCE LONG
Hitesh portfolio (25-07-2024)
Hi Hitesh ji
I hope you’re doing well. I would like to get your opinion on the following situation:
One of the stocks in the portfolio has grown disproportionately compared to the others. It is a strong company with capable management, and both the sector and the stock still have significant growth potential. There’s a high confidence in it. However, the performance of this single stock now largely dictates the overall direction of the portfolio. The portfolio is somewhat diversified, but this sector is represented solely by this one stock.
In this scenario, should one consider trimming this high-potential stock for the sake of diversification, allocation, or balancing etc ?
Thanks.
Lt foods (daawat) (25-07-2024)
i attended concall today it was a long concall stretched over 45 min with lots of questions
Saudi is approx 2mn tonne market ,top most priority
Entered new markets
red sea issue impacted growth and margin both, issue is expected to be resolved in 1 2 quarters
cuppa rice growth has been disappointing
Rest portfolio of RTE doing good
core buisness doing good in USA capacity doubling this year
Currently not passing rising input cost, next qtr input cost will be littile higher than current qtr
kari kari sales doubled
ready to eat not doing well india , ready to cook expected to do well
Uk is 1bn dollar market .uk revenue will be addition to current europe market revenue
Margins being stable as compared to krbl because brand power
.intrest money will be received soon (i am expecting in this qtr)
.dawat jasmine next month launch india
This story is unfolding nicely but growth will be in similiar 15 20% region for 1 2 quarters in my opinion
Good thing is company focusing on middle east
The growth like FMCG may come in 1 year
Lot of things have started in process