Voldemort Bro – My portfolio is a mixed bag, doing ok, nothing exceptional.
Safety Portfolio:
Reliance ( 40%)
Reliance Jio (48%)
Hindustan Copper ( 11%)
HDFC Bank ( 1%)
Posts tagged Value Pickr
Voldemort’s Portfolio (03-03-2024)
Hitesh portfolio (03-03-2024)
Thank you for the detailed answer sir. Your answers to questions also comprises of past, along with what we are asking, as you have rich experience, not just in terms of years but w.r.t participation too, thereby providing us with a broader perspective, as you talk about a lot of names, and this list expands.
I am certain you have many memories of your big winners, right from their origination of thoughts to their exits, which is more than enough to write a book, a book, which will be a compelling case study of multibaggers in Indian context.
‘Diamonds in the mist’ – How to identify future multibaggers, dovetail the journey, and exit before the avalanche.
As always, couldn’t just leave with a like, when you have allotted your time more than everything else, explaining things in detail, which gives a lot clarity.
Thank you very much.
Buy Unlisted Shares (03-03-2024)
I am reading those which have chance of listing in a year or at least 2 years.
We don’t know Bira and CSK will even get listed or not.
Taking small position in OYO, the company turned it’s PAT positive last 2Q for the first time since pandemic.
OYO has a massive wealth creation opportunity if execution goes well and no unprecedented situation like COVID happens.
Took tiny position in Goodluck Defence and Aerospace as well, but there we don’t know which year the business will get listed.
Buy Unlisted Shares (03-03-2024)
I am unable to get this query answered, Please do get in touch with Altius.Can Dm my contact if you require
Buy Unlisted Shares (03-03-2024)
Nothing big @Pravin_Kumar – I am a bit into undiscovered opportunities in unlisted markets as It will give us enough time to accumulate what we want … Also, The rise in price seems very artificial to me, Broker created in other words. if the price reduces Which is unlikely, I might reconsider. Until then, I am good tracking other unlisted opps
Voldemort
Buy Unlisted Shares (03-03-2024)
Anyone on this group exploring Oyo, Bira or CSK?
Buy Unlisted Shares (03-03-2024)
It would be double SPA , one would be institution and the buyer ( platform) and the other one would be the buyer (you) and the seller would be the platform.
I am not sure if you would get NSE below 4350-4400, while its a fantastic long term bet, in the short term, might make sense to bide for certain supply to kick in and price cooling off. Flip side, supply doesn’t come.
Price is going up by the day, i missed the bus at 4k.
Which sector would be a great bet to place on in 2024? (03-03-2024)
In my opinion some of the big private bank will do great like HDFC , Axis and Kotak Mahindra in Banking Sector .
In Public Sector I believe SBI Card and LIC housing Finance might do well .
and in holding company Jindal Poly Investment & Finance Company Ltd and Shriram Finance is a good bet.
Guys what do you think about these companies and tell me about yours ?
Star Health & Allied Insurance Company – Leader In Retail Health (03-03-2024)
Investors are very anxious on why Star Health share price is on loop .I beleive Star Health is decently valued . Indian market does not have any standalone health insurer listed but few M&A deal will give idea about Star health’s valuation. At close of FY23 Start Health had gross premium of little less than 13000 Cr and current Market Cap at 33,000 Cr.
- Apollo Munich got a valuation of 1.2 times of FY19 premium while merging with HDFC. Apollo Munich valued at 2650 Cr . Market share was 8% in standalone health insurance.
- Max Bupa merged with True North at Feb-2019 .Valuation fixed at 1000Cr. On FY19 total premium collected at 660 Cr. So multiple is 1.5 times
Amit Jain’s Portfolio (03-03-2024)
Added Kaveri Seeds to the Portfolio 5% of Portfolio value
