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Posts tagged Value Pickr
Screener.in: The destination for Intelligent Screening & Reporting in India (19-05-2024)
@Chandan_Sarkar1 might have happened while continuing without unnecessary cache, please try after that.
Microcap momentum portfolio (19-05-2024)
Appreciate that effort. 
Mudit’s Portfolio (Stage Analysis + Relative Strength) (19-05-2024)
” Profit too belong to me very much. *Everyday Market value of my Portfolio is my Everyday Purchase price” – I have had pretty much the same journey as you on realizing that capital invested in the market is not the money I put in but the current value of my investments.
Currently, I am using the 50DMA to exit stocks where I feel valuations are high (PEG>2), stock hasn’t moved after great results and QoQ and YoY results will stop showing multiple digit growth. I feel such stocks will sooner or later enter stage 3. A case in point is KPIT, I exited at 1500 despite great results as 50 DMA has been breached multiple times and Q1’25 will definitely be lower that Q4’24 – enough for derating to start. Let’s see how this thesis plays out 
Tembo Global – Infrastructure proxy? (19-05-2024)
Seems like their growth is coming from the trading of textile materials.
Its margin growth from their engineering products that is coming to play. For that reason I am not convinced by the company.
Deepak’s portfolio requesting feed back (19-05-2024)
Ideally 15-20 Companies is more than enough. Less than 5% allocation will not make any significant difference at the Portfolio level. That’s what i feel.
Omkar’s Portfolio Analysis and Discussion (19-05-2024)
Just curious hence asking, being a devil’s advocate :-
Your allocation period ( from starting a position to making it fully sized) for a particular company , itself is 5-6 years, But what if that company goes bust, during your allocation period itself, after all 6 years is a very long period, in today’s fast culture?
How to invest or trade in NCD listed at BSE and NSE in the Indian markets? (19-05-2024)
When you sign up with the platform, usually you will be assigned a relationship manager. You could always negotiate on the yield to maturity of the NCD. You can also ask quotes from different platforms as well and then decide whoever is offering the best yield to maturity.
Tembo Global – Infrastructure proxy? (19-05-2024)
Decrease in promoters share from 72.7 to 54.2% is a big red flag. It appears that they didn’t subscribe to full quota of their rights entitlement. Generally promoters shareholding increases after rights issue, as some shareholders quota remains unsubscribed. So find the reasons.
Deepak’s portfolio requesting feed back (19-05-2024)
Technically i have 35 holdings now. 2 being sgb and 2 idfc holdings are going to be merged in to one and some more smaller ones will be sold in to. As your portfolio grows bigger even 1℅ is sizable amount for you. I started putting in serious money after 2021. Also I don’t have complete understanding of all my holding, i dont wish to have huge allocation to any 1 particular stock. Though i agree 20 * 5℅ is ideal, you must have very clear understanding of those 20. IDA is winning deals left right and center but it corrected 20% after results. Also you have seen what happened to the top 5 of my holding where i have invested 28℅ and got negative returns thanks to heavy lifting by others portfolio return is at 33℅. I do sell periodically so im only tracking only the growth in portfolio size, of course with better returns. Last year i booked close to 10 ℅ of my portfolio size in profits. This year will do the same since im invested 100% and discretionary spending is by selling.
After reading Sajal kapoor’s book bought into laurus and syngene. Aarti pharmalabs is in watchlist. Cdmo is a big opportunity thats gonna play out.