Sure. But gain Execution, Pricing and other skills are important in Green Energy too. But yes money is here to be made. All a function of patience and timing.
But we are digressing from main OIL part of the thread. So I will stop here
Sure. But gain Execution, Pricing and other skills are important in Green Energy too. But yes money is here to be made. All a function of patience and timing.
But we are digressing from main OIL part of the thread. So I will stop here
@vikas_sinha Have been following this thread for long while now. It’s impressive to have 33% CAGR since inception and quite an achievement. Congratulations on this feat and continue providing value to the community.
I wanted to understand the rationale behind how you profit book on your investments over a period of time. Do you have set rules for example, every 40%, 100%, 130% return on the stock do you partial book your way up or book a certain percentage of the allocation and rest let it be till there are flaws in fundamentals.
Also curious to know how exactly you are going about this? As in, How do you maintain set portfolio size/ allocation on stocks while you increase withdrawals/payouts moving forward?
@vikas_sinha Have been following this thread for long while now. It’s impressive to have 33% CAGR since inception and quite an achievement. Congratulations on this feat and continue providing value to the community.
I wanted to understand the rationale behind how you profit book on your investments over a period of time. Do you have set rules for example, every 40%, 100%, 130% return on the stock do you partial book your way up or book a certain percentage of the allocation and rest let it be till there are flaws in fundamentals.
Also curious to know how exactly you are going about this? As in, How do you maintain set portfolio size/ allocation on stocks while you increase withdrawals/payouts moving forward?
Where do you see growth coming for Barbeque Nation?
Where do you see growth coming for Barbeque Nation?
Screener / Exchange Filling.
Latest Portfolio Status 2024-04-09T21:00:00Z UTC
I sold significant portion of Aditya Vision because they made up a large portion of my portfolio. Additionally, I’ve reduced positions in several other stocks and increased investments in the renewable energy sector, specifically focusing on solar energy.
Mr Pabrai is found all in on Turkey where he finds the entire market in deep value territory. In fact if anything, his selling is reliving the overhang. CLSA bought most of what he sold. The public shareholding has not increased materially.
in the next quarter will the kurlon revenue be included?
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