Hii Madhav,
Thank you for such a nice analysis.I was trying to look more on this as a techno Funda bet.As seen from the chart posted by you,Sellers volume are always more than buyer’s. Wouldn’t it be logical to wait more till volume starts increasing on buyer’s side? Whenever the price is falling volume is higher than when the price is increasing.Would appreciate your opinion on this.
Thanks.
Posts tagged Value Pickr
Bull therapy 101-thread for technical analysis with the fundamentals (08-04-2024)
Bull therapy 101-thread for technical analysis with the fundamentals (08-04-2024)
Hii Madhav,
Thank you for such a nice analysis.I was trying to look more on this as a techno Funda bet.As seen from the chart posted by you,Sellers volume are always more than buyer’s. Wouldn’t it be logical to wait more till volume starts increasing on buyer’s side? Whenever the price is falling volume is higher than when the price is increasing.Would appreciate your opinion on this.
Thanks.
Som Distilleries and Breweries (08-04-2024)
I would delete this post as this does not add much value just replying to @iMrunmayee and @ChaitanyaC sir
this is day light stealing, I would ask this in concall, corporate governance is not good hence if you want to buy such business you better have a margin of safety
I would buy them below 20 times and sell them close to 40times this is what my strategy is, as companies with governance issues like some would never have a secular up trend
Recently when it was at 220 rs literally at 8x- 9x 2yrs forward earnings, most of the things were priced in, you should have bough it there, now once they announce something around their new factory, you would see them again at around 40times, that is the time to sell.
I have already made money out of them in 1 cycle, this is my second time doing the same thing
I am interested in this business because I see their product is great, but there are way more better companies to make money so you need not make money with just them
I am invested from lower levels
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (08-04-2024)
Commencement of production facility at Tezpur to serve the northeast market having a potential to add 3 Cr monthly revenue.
Borosil Renewables – Bright as sunlight (08-04-2024)
The company has not given any update on the fund raising plan since its last update on 1 March 2024. Also, there is no update from the government on initiation of anti-dumping duty probe on imported solar glass from China and Vietnam. Do not know what the company is up to. Meanwhile, the world is facing a supply glut of solar modules
China’s Solar Sector Seen Facing Years of Oversupply, Low Prices
Is Buy and Forget a Myth? (08-04-2024)
About being a value investor… you cant win all the time. But you should be willing to study and understand… This requires time and effort…
Malolan…
Is Buy and Forget a Myth? (08-04-2024)
I am unable to judge as individual investor these momentum strategies. so dont intend to spend time or effort in this . Instead spend this time understanding business, company and management better. More familiar I am with this better is my conviction. Also apply margin of safety so you dont overpay. In case you are paying high valuation … there should be leadership and long runway. like you can invest in Titan Industries or Bajaj Finance even given high valuation… Paying top dollar for new listing is a no no… These are just some ground rules of investing. To a certain extent it is inspired by Peter Lynch approach…
Thanks
Malolan
Zomato – Should you order? (08-04-2024)
Personally I used to order on zomato a lot but now after this news, I try to avoid as much as possible now honestly.
Rishabh Instruments Ltd (08-04-2024)
Good information about the promoter
Oil India- has its time come? (08-04-2024)
I also own Reliance , Adani , JSW , L&T., Tata …
over last two years , it has gone no where …not to my expectation…and stocks trade expensive.
…almost zero to minuscule dividend
Where as my PSU basket has given me 2x -3x returns apart from handsome dividend yield as passive income during the same period. Am happy with that.
It has played out well and I have got back much more than what I actually invested in PSU’s. And if I see , the renewable basket of PSU’s are increasing day by day and the pvt sector is lagging behind in renewable capex and all Pvt players be it Reliance or Adani are heavily debt ridden.They don’t distribute a single pie to investors in terms of dividend …look at adani stocks.
Today’s PSU’s are different than the PSU’s of past. Modi Govt is doing a lot of things to improve PSU profitability, divestment, atma nirbhar Bharat , heavy capex and so on. These are all zero debt companies.
While , so far so good , i still believe that the PSU will continue to do well considering the mouth watering valuation at which these are trading and handsome dividend yield they are offering. The only condition is policy continuance of Govt…The current Govt is monitoring PSU performance and even planning to hire CEO’s from Pvt sector where er required.
Regarding the Oil Gas reserves of the world that would last … you may please refer link below and there are many forecast 2050-2060.