Hi Sir

Plz share chart whenever possible. Also, is the list of companies sorted based on any parameter?

Thanks

Hi I’m Interested. Details are shared with you

I hope one day I would be diligent enough to have that sort of confidence. I understand my studies of companies is half-cooked, so I am unable to shake off self-doubts.
Often the stocks that rise exponentially are a pleasant surprise to me, whereas a good analysis should enable one to look at them smugly with the feeling of , ‘Ye to hona hi tha (The result could not have been different)!’

I tend to fall in this category especially for companies which I entered without studying properly or lack the conviction and sometimes out of sheer vanity attempting to time my re-entry

Missed many a multibaggers due to the disease of market timing & poor conviction (dodged few bullets too). I lack faith/discipline in Technical Analysis so I try to avoid them.

To mitigate this, I started practicing classic value investing where I’d study and value the companies which I buy conservatively and put the target valuation on a excel sheet, now the irony was I would sell these companies the moment my intrinsic value target hits or slight above/below and these companies would continue rallying and make me laugh.

There have been companies which I have sold prematurely, re-entered and sold again, they still continue to pump…such is the strength of bull market.

Nowadays I simply try to use my valuation models only for entering a stock, and stop looking at them. The goal is to buy quality companies with long runway so that I don’t have to trade frequently and to hold on to them. Not to use price as the criteria to exit a stock but focus on fundamental/business/growth deterioration. Keeping a lean portfolio really helps.

Any idea if the margins of Sky Gold can improve to 5-6%?