I agree that company does not have a large moat that will give it a significant competitive advantage. Neither do I think this is a buy and hold forever kind of business. I believe it is play on increasing ROCE and fair valuation in a sector with tailwinds. More often than these are the ingredients of a good investment.
Posts tagged Value Pickr
Garware Hi-tech films (Earlier Garware polyester) (08-07-2024)
it does not give daily prices and historic prices on daily basis.
DIY Momentum QnA and Discussion (08-07-2024)
The 25-stock portfolio might simply match the small-cap index performance or it will beat it slightly in the bull market. The real outperformance will come in bear markets when our portfolio will go to cash or sit with performers. Typically over multiple cycles expect 2x the performance of index and a slightly lesser drawdown in a momentum portfolio. It is not a holy grail strategy. From 2020-2024 we haven’t seen a proper bear market so it’s all rosy right now
Lupin – Is it the time to buy for long term (08-07-2024)
Luoin received max number of low competition Final ANDA approvals in Q1 (alongside gland)
- Doxycycline
- Valbenazine Tosylate
- Loteprednol Etabonate
- Travoprost
- Valbenazine Tosylate
- Migalastat Hydrochloride
- Letermovir
Track no of approvals + oppurtunities here via the KIE report
Vikram Thermo (08-07-2024)
Hi Any idea whom should we contact if the Vikram Aroma shares have not been in the demat account, I havent received the required shares. I was told i need to contact the Registrar and Share transfer agents.
Vikram Thermo (08-07-2024)
Hi Any idea whom should we contact if the Vikram Aroma shares have not been in the demat account, I havent received the required shares. I was told i need to contact the Registrar and Share transfer agents.
Nava Bharat Ventures : Turnaround story (08-07-2024)
(post deleted by author)