Link to the second video.
Posts tagged Value Pickr
Microcap momentum portfolio (21-04-2024)
Thanks to @R_Sawkar for having organised the webinar. Link for the first video given below.
Smallcap momentum portfolio (21-04-2024)
Link to the first video.
Smallcap momentum portfolio (21-04-2024)
This is the link of the spreadsheet we used during our discussions today.
Smallcap momentum portfolio (21-04-2024)
Update for entry on 22nd April 2024
Currently 50DMA (14803) > 200DMA (13094) and hence we can continue to remain invested.
Based on ranking:
- JAIBALAJI
- ANANDRATHI
- INOXWIND
- SIGNATURE
- SCHNEIDER
- MOTILALOFS
- MEDANTA
- HUDCO
- HINDCOPPER
- COCHINSHIP
- MRPL
- EIHOTEL
- SOBHA
- POWERINDIA
- EXIDEIND
- CHALET
- TATAINVEST
- KPIL
- ACE
- BRIGADE
Based on A → Z for easy tracking
- ACE
- ANANDRATHI
- BRIGADE*
- CHALET*
- COCHINSHIP
- EIHOTEL
- EXIDEIND*
- HINDCOPPER
- HUDCO
- INOXWIND
- JAIBALAJI
- KPIL*
- MEDANTA
- MOTILALOFS
- MRPL
- POWERINDIA
- SCHNEIDER
- SIGNATURE
- SOBHA
- TATAINVEST
Exits:
HBLPOWER, NBCC and SWANENERGY exit.
NUVAMA stays within the top 25 and hence remains.
Entry:
CHALET, EXIDEIND and KPIL enter.
BRIGADE cannot enter as there is no vacancy.
Spectrum Talent Management (21-04-2024)
have edited the original post, got some new flavour on Moat and Business Model
Hitesh portfolio (21-04-2024)
sir, with regards to homework beforehand, how do we know beforehand which stocks will be resilient during the knee jerk reaction – or the homework should be more around observing the price action for stocks in our watchlist? asking because sometimes the reaction is completed in just 2-3 hours and we are unable to keep track unlike reactions that last more than a day so that we can research end of the day
Smallcap momentum portfolio (21-04-2024)
Thanks to @R_Sawkar again. If someone can tell me how to add the video here, will be helpful as it looks like mp4 extension is not allowed.
Zen technologies – A micro cap in the defense space! (21-04-2024)
Question is about opportunity cost i was earlier adopter of this stock but now I guess the fizz is over 70 times PE means only EPS growth is there no PE re rating market looks for next 3-5 years they need at least 2000+ cr of new orders to sustain this 70 times PE
Gujarat State Petronet Limited (21-04-2024)
Today got a notification in my screener alert on new pipeline tariff to be applicable for GSPL starting new month. At first reading it seems tariff has been revised downwards but wanted to check from the others if they have the same understanding. If there is a downward revision how much impact can it cause on GSPL topline.
Here is the link to new tariff order.