Battery Stocks (Understanding current trends of Battery Recycling.)
Amara Raja + Gravita + Pondy Oxides
Battery Stocks (Understanding current trends of Battery Recycling.)
Amara Raja + Gravita + Pondy Oxides
What was the success ratio of Buyback for retail investor? Mean to say for retail investor, how much you were holding and how much bb debited? Thanks in advance…
any names you might have screened based on this, from last weeks list ? I think this can generate alpha ?
IMO, I think it is to “keep the shuffling without baggage”. Just look at the ranking and Sell it/Act upon it. This is helpful to folks who strategise but cant put it in action. someone like me.
The easiest approximation would be to valuate the 2 companies based on the ratio of shares offered for “Newco”, it turns out to be Newco will be 45% of the current valuation and 55% is the rest of The “Raymond”. Thats the conservative estimation. Then, down the line few months market values them based on underlying assets and prospects/future of growth.
The perfect book to analyse a company is Pat Dorsey’s Five rules for successful stock investing. It covers all sectors and specifies what to look out for in each sector. If One up on Wall Street is the “ART of Investing” book, the former is “SCIENCE of Investing” book.
well that is the reason i bought this. holding period will be minimum 5 yrs, untill and unless management does something tragic.
Not only in this but in all strategies purer the better, you may wish to combine with many. But the return will be affected.
GMR infra could face temporary backlash because of the Delhi airport incident. I think Terminal 1 was inaugurated in May and the roof already collapsed and they are citing rains as the reason, doesn’t bode well.
Our Portfolio ( recent additions) as on today:
Would share the charts on this weekend.
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