“Process v outcome” – explained most optimally.
This thread on what delivers total shareholders returns over long time is more apt from the lens of process v outcome as well
Posts tagged Value Pickr
Smallcap momentum portfolio (26-06-2024)
For the additional capital allocation the better approach depends on your confidence in the continued performance of your existing positions versus the potential recovery of weaker positions. If you prefer a more balanced and diversified portfolio, distributing equally may be better. If you are comfortable with a more dynamic and potentially higher-risk strategy, adding to weaker weights might be preferable.
DIY Momentum QnA and Discussion (26-06-2024)
Yes, kite connect API by Zerodha
Bull therapy 101-thread for technical analysis with the fundamentals (26-06-2024)
Regarding Garware, what do you think about the possibility of price getting re-rated before the new capacity comes online? Result wise its almost sure that they can’t do much better for next 3-4 quarters since they are running at full capacity, but the p/e ratio is very cheap considering current market and roughly 100 rupee eps in FY 25. I also sold it at around 2K, since in past I have held onto cap-ex stories and sold in frustration because of interim turbulence as things like depreciation, interest starts immediately but full capacity utilization takes much longer and by that time market sentiment changes for worse and the price basically goes nowhere profitable .
How to register with SEBI as a Research Analyst? (26-06-2024)
how are you going to prove market experience? Just investing is not considered as experience.
If you have work experience related to stock markets (and this can be intepreted openly), then 5 yrs is needed to clear the expereince part.
If you have PG related to finance, accounts, then work experience is not needed.
Protean EGov Technologies Ltd – A Play on the ONDC, Digital Policies (26-06-2024)
Any reason why the OPM has been consistently reducing since 2019?