@harsh.beria93 Hello sir , may you please share valuation framework behind eureka forbes…
Posts tagged Value Pickr
HDFC Bank- we understand your world (14-07-2024)
The answer to this depends on an investor’s philosophy.
If you are a value investor, such negative sentiments will give you buy opportunities for longer time to buy a position in the stock in staggered manner.
But if you are momentum investor, then it is better to invest in stocks which are having tailwinds and are the favorites of the day. These stocks will give you immediate returns as long as the sector is in favor.
Stock which are not popular will be suitable only for investors who have patience and are ready to remain calm and remain convinced about the story.
No one knows whether any specific bank will perform better in future or not, but has to invest based on his/her own conviction without bothering much about the crowd. It is difficult to implement this philosophy but some investors have benefited in the past using value investment philosophy and will continue to do so in future.
Another approach is invest both in popular sectors & stocks and also in unpopular sectors & stocks from time to time. An investor can invest in both type of stocks if he/she believes in both philosophies. Probably I have used this mixed approach in the past 10-12 years and have at times invested in unpopular as well as popular stocks based on my own analysis.
My portfolio updates and investment journey (14-07-2024)
@joinjp2003 Hello sir please share your view on valuation of star health.
Natco Pharma: Focusing On Complex Products (14-07-2024)
Thank you Dr.Vikas, it was very insightful, I would recommend others to listen to it as well. It gave me a different perspective of looking at the company.
Five Star Business Finance – Financing Bharat! (14-07-2024)
The relatively higher yields could be due to:
- Individual loans vs group loans where there is collective accountability and scale leading to larger disbursement hence rates are lower.
- Longer duration of the loan and keeping EMIs to smaller amounts.
- Focus on Tier-4 and below markets.
SWAN ENERGY LIMITED (SEL): The company focussing on sectors with strong tailwinds (14-07-2024)
If you notice in 2024…sudden rise by around 300 %…what is the trigger to raise sales? Any idea
Previous yrs to 2024…what changes made by management to get this much big push
Natco Pharma: Focusing On Complex Products (14-07-2024)
To find the answer, please watch the YouTube video below from 47 minutes onwards.
THE GAME OF GUIDANCE AND PREDICTIONS – SAJAL KAPOOR & ADITYA KHEMKA
Both Sajal Kapoor and Aditya Khemka have explained why Natco is undervalued.
I hope you find it useful.
dr.vikas