Accumulate is more of a downgrade from buy , Marksans is having a flat quarter in terms of export and had a export volume degrowth . Source – Arihant Capital

Sir,all time high pe chal rhe stocks ko kaise filter kre? 5 year or 6 year high stocks?

Hi I’m just covering the behavioral aspect of investing ( like how some ipos get Mispriced). I know Om Garg was looking for suitors as his next generation was unwilling to take over. My question is why he sold something that he built from scratch and which took him a lifetime to build for 1/10 of the valuation .Im not even talking about the current quarter results( i haven’t gone to details but its not some improbable results). The stock rallied almost 6-7 times even before. My question is did he get shortchanged. I would be furious with myself if i had sold something that’s valuable for peanuts.

Another example I can provide is how Dr. Velumani sold thyrocare at peak valuations since his children are not interested to take over.

That doesn’t make management bad. If your statement is taken than every US corporation has bad management. Every company that cut job has bad management. Whatever owner does with his own money should not be questioned but if you are saying he is using company’s money than we can question management.

New additions like new adhikaris and village presence wont grow like before. Now the company must find a way to monetize this huge network that they have created. Overall with their loss making discontinued business going away, company should turn profitable that should help the price. Going forward their new businesses like bill payments, collection should be the growers as I don’t have much faith in the AEPS segment.

Disc – Invested