Hi Sandeep,
Your strategy seems quite interesting and promising too
Curious to get insights on how much has the portfolio returned till now?
It would be great if you can keep posting returns biweekly/monthly, and insights you gained
Posts tagged Value Pickr
Sandeep Kamath Portfolio | Momentum Investing (31-03-2024)
Sandeep Kamath Portfolio | Momentum Investing (31-03-2024)
Hi Sandeep,
Your strategy seems quite interesting and promising too
Curious to get insights on how much has the portfolio returned till now?
It would be great if you can keep posting returns biweekly/monthly, and insights you gained
Smallcap momentum portfolio (30-03-2024)
How do your returns compare with Nifty Momentum Index?
Corporate Fraud/Misdemeanor – Public Domain – India lessons (30-03-2024)
Another interesting write up from 2point2 capital…
Buy Unlisted Shares (30-03-2024)
Funny if you really think that way. No matter how automated it’s manufacturing is, the number of employees in management, accounts, HR, PR, sales, IT, other non-manufacturing posts should be more than that number.
Think again!
Buy Unlisted Shares (30-03-2024)
It is opto semiconductor making company. “Semiconductor” !!! 20 employees are more than enough… It’s fully precise machine work. Above human capabilities. In future, you will see manless production facilities for such products.
TARSONS products ltd (30-03-2024)
Disc: invested near 500 level
What matters is the position sizing and how much percentage would U allocate to this …are we overlooking the immediate risks like a) liquidity is still strong so what happens when market goes down further b) Europe is still weak so the expected spending is still not coming in the immediate future c) how well the new facility can ramp up sales d) wat can be the eps in 3 4 yrs timeframe and where could be the stock price e) depending on the margins if U can arrive on eps or say 20 ,30, 40 in the next several how much return this can give and finally f) are we seeing any other nice opportunities where we can increase our position which might have much more visiblity than this
Tara Chand Infralogistic Solutions Ltd (30-03-2024)
Any idea, when it’ll be migrated?
Chaitanya’s Portfolio (30-03-2024)
Congrats for starting your direct stocks journey! Seem to be solid businesses and you’ve good allocation to these name. Good start!
You may want to consider some names in consumption (not FMCG but sectors such as household appliances, tourism, etc) as I believe Indian household discretionary spending will increase over period of time.
Came across this fascinating video on this topic.
Btw, I happen to hold Kotak Bank with similar thesis on subs although now am not so sure of optionality of listing them separately as it seems to be merger seasons!
https://forum.valuepickr.com/t/kotak-mahindra-bank-low-cost-liability-banking-franchise/24914/65
Hindware Home Innovation Ltd on to rapid growth post demerger? (30-03-2024)
Let’s pray the later is lot sooner than we think
Or else it wont take long for havels to take away heir market share
Since they are expanding with huge share in Kitchen ware market
Infact they appointed Inflame for OTG and Chimney contract manufacturing
I feel the moat they have is being taken by them lightly
Just companre Cera and Hindware
How they have diverged from their main business to other business just because its Lucrative
Are bhai lucrative to Bulb lights bhi hee abhi fans k sath woh bhi banaoge kya? This is for a company whose sole purpose should have been selling chimney and kitchen tops
Imho if you want to play Hindware better to go with Inflame, the prudent capital allocation there will ensure that your capital is deployed properly
And if by chance havels takes over Hindware in market share inflame has win win situation for both cleints
Its like heads i win, tails i win stype of situation