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Posts tagged Value Pickr
Gurugram Valuepickr (03-05-2024)
(post deleted by author)
Hyderabad Investors Forum (03-05-2024)
Please add me as well
Gurugram Valuepickr (03-05-2024)
Hi, Links are not working for me.
Skipper Ltd., (Power and Water) a moat in making? (03-05-2024)
Seems like a classic egg and omlette situation. Without debt they can’t grow. And breaking eggs isn’t always easy. Capex will make or break this company with strong tailwinds.
Gurugram Valuepickr (03-05-2024)
Hi all, we’re are running a focused Gurugram Meetup (monthly) already.
It’s an open Group but we require Investors who can invest 15 hrs of research / week minimum. Domain Expertise is highly appreciated but beginners are welcome too.
We follow Value based investing but are open to Momentum, PEAD and Special Situations as warranted.
If the above sounds like its your thing, you can join here
Please NOTE :
- Sales/Marketing Strictly prohibited.
- Attendance is Mandatory atleast once in 2 months. Meetups are monthly.
Selecting a broker (03-05-2024)
This got corrected by zeordha recently…
Zerodha introduced quick payout for below 50k amount, this got in bank immediately. Good change.
Sona Comstar BLW – Direct EV Play (03-05-2024)
In January 2023, PE was near to 72. Presently, the PE remains at the same level, while the stock has experienced a 49% increase during this time. ( this is after reaching a peak of 73%). Without PE expansion also a stock can grow if it is continuously giving higher result. And as DII and FII are continuously increasing their stake I hope the result will be on the higher side itself in the coming years.
Disc : Not invested now, will start investing in the range of 550 to 580
Hitesh portfolio (03-05-2024)
Pharma sector consists of a lot of different segments. Pure play exports, domestic focussed companies, ( a lot of cos are a combination of above two segments) , API, CDMO etc… Most of these segment companies have shown good momentum of late.
But this is a space where one needs to be stock specific and try to find out specific triggers in individual companies. DIIs (or for that matter anyone else) buying does not mean much for us.
@Dhruv_Doshi I don’t use hedging in my portfolio strategy. If I am too uncomfortable with my portfolio positioning, I would simply trim it to sleeping point.
VP Group Navi Mumbai (03-05-2024)
Hi Nityanand Parab, thank you for your interest in joining the group. Please DM