Multitasking is a futile attempt to gain efficiency which is counterproductive in most cases
Posts tagged Value Pickr
Rudra’s PF and Information attic (24-03-2024)
Indian Gaming Industry is at an interesting juncture and can provide many opportunities in the next decade
Hitesh portfolio (24-03-2024)
@hitesh2710 sir i have some concern like if you are following William O Neil,Ivayly Ivanov and Minervini etc all of them are in to momentom or growth investing in this approch how are you going to ride maximum (according to growth investing there will be a pull back after 20-25 % mean while will exit from the stock).
kindly give some insight with 1 or 2 example ?
similarway how are you going to choose the stocks for growth investing ?
Screener.in: The destination for Intelligent Screening & Reporting in India (24-03-2024)
Hi,
When are we going to get it?
Thanks,
Religare Enterprises (24-03-2024)
Why are Key Management Personal and other insiders selling heavy quantities?
Microcap momentum portfolio (24-03-2024)
What Works on Wall Street by James O’Shaughnessy is a good book to understand this type of investing style
Cupid Ltd – Helping the world play safe! (24-03-2024)
Interesting! It is likely that Cupid’s warrant allottees pressurized the management to withdraw from this. Aditya Halwasiya is only 29 and allowed to make mistakes! Better to admit them and make a course correction than to persist for the sake of ego. But note that Cupid’s press release quotes Kuldeep Halwasiya, which is odd. Until now, Aditya has been the public face of the company – talking to the media, answering concalls etc. Now Mr. Kuldeep has stepped in to reverse his decision. I wonder if we should read more into this.
TFCI EGM to pass the resolution for preferential allotment took place just on Friday. Not sure if this is a coincidence or if Cupid’s decision to withdraw was made earlier but kept under wraps till TFCI concluded its EGM. Cupid was hitting lower circuit almost continuously since 11th March but reversed course on 20th and closed at upper circuit on Thursday and Friday (21st & 22nd).
(Disc.: No positions)
Microcap momentum portfolio (24-03-2024)
@Sujata This is a different style of investing. Here we don’t look at the fundamentals. Just check price action and then enter / exit as per set of rules. We should look at pf returns instead of individual stocks.
If a stock continues to perform well, there is no reason to exit from it. I have several stocks in the pf that have given me already 2x, 3x returns.
Microcap momentum portfolio (24-03-2024)
@krishnasristy Every weekend, I pull the data from Google Finance (I don’t enter data manually). After that I have to make some small tweaks in the template and the data is ready. Not very difficult.
H.G. Infra Engineering Ltd : Paving the Path to Success (24-03-2024)
Sharing with you some numbers of #HGINFRA
● Imorovement in orderbook
As of Dec 2022 = their orderbook was 98% Road, 2% Rail
As of Dec 2023= Their orderbook was 87% Road + 13% Railways
As of today= Their orderbook is 72% Road + 22% Railway + 6% Solar
● Orders received in last 3 months
Railway= 1872 Cr
Highway= 1472 Cr
Solar= 1560 Cr ( Joint venture )
As of today their orderbook
Road= 9940 Cr ( less this quater )
Railway= 3000 Cr ( less this quater )
Solar= 1560 Cr ( Joint venture )
Current orderbook is at about 2X/ FY 25 sales & much better award wins are expected in FY25 after election
In last concall, company has guided for 6k Cr topline, 15-16% Ebidta, 10-11% PAT FY 25
Disc: Invested since 2021 – sold some last yr ( to make my invested capital free at about 4x gains & to invest that in other sector ) now adding on dips this year, as orderbook looks much diversified, May be biased – sharing for learning