Hi Harsh,
Hope you may be able to attain it, will be helpful if you share your thoughts. Thanks
Posts tagged Value Pickr
Byju’s investors want Byju Raveendran out. But Byju’s investors also committed to investing $200m in Byju’s new rights issue. What explains this? (27-02-2024)
We already have a thread on Byju’s. Move your content there.
Ami Organics – Pharma Intermediates & Specialty Chemicals (27-02-2024)
Just sharing a recent blog on Ami organics.
Recently Samit Vartak of Sageone has invested in it.
Ashish Kacholia, Samit Vartak, Ravi Dharamshi, Saurabh Mukherjea, Malabar Fund etc are bullish about Ami Organics. Stock has underperformed but Experts recommend buy – Ashish Kacholia, Samit Vartak, Ravi Dharamshi, Saurabh Mukherjea, Malabar Fund etc are bullish about Ami Organics. Stock has underperformed but Experts recommend buy
Hope you find it useful.
Jubilant Industries Ltd (27-02-2024)
The company has merged some promoter companies
Since then stock has moved from 600 to 1300 levels continuously being on ckt breaker
Can someone decipher the developments
52 week highs and all time highs strategy (27-02-2024)
DISH TV – Weekly Chart – trading close to 52 W High
Classic VCP Formation over last 4 years period. Beautiful tightening going on right now.
Dish TV B/S. Looks like a lot of clean up has been done. Debt Free now.
Something is brewing according to charts and I feel its worth digging deeper.
Disc: no position and just came across it while turning the rocks
Rudra’s PF and Information attic (27-02-2024)
Excellent article on the divergence of bull markets and ongoing rally in the US and India
The US is a historic anomaly. It’s all about one big sector — tech — and within that sector, the Magnificent Seven. In the last year, the Magnificent Seven are up 80%, and account for more than half of all US stock market gains. Meanwhile, the median stock, out of the 4,700 traded in the US, is down. It’s a tale of unusually concentrated returns, further inflamed by the mania for artificial intelligence, which is seen as a boon mainly for the biggest companies.
India’s bull market is, by contrast, a broad-based classic. Gains are much more evenly distributed across sectors, and no sector accounted for even a quarter of total returns over the past year. While large cap stocks are gaining in the country, medium and small caps have gained even more; the median stock is up more than 40 per cent.
Foreign portfolio investors now own less than 40 per cent of the stocks that are available for public trading, down from 60 per cent a decade ago.
Over the past two decades, the number of publicly listed companies in India multiplied by a factor of nearly five to 2,800, even as it was falling by a quarter to 4,700 in the US, where oligopolies began to exert a stronger grip on most industries, not just tech.
Remarkably, 180 companies in India have tripled in value this decade and now have a market capitalisation of $1bn or more. That is more than in any other country, including the US.
Most bull markets see excesses build up over time; in India, they are visible in subsets of the growing retail investor class. In 2023, Indians purchased more than 85bn options, or nearly eight times the volume in the US, and on average held those contracts for less than half an hour. Amid the frenzy, regulators ordered trading platforms to open with a warning that 90 per cent of retail investors are losing money on these trades.
Samhi Hotels – Turnaround with Tailwinds (27-02-2024)
I have not studied company’s depreciation accounting policy so wont be able to comment on that.
But if you observe their annual depreciation charge is around 100 crores and maintenance cost is around 40-50 crores so looks okay from that point of view.
Investing Basics – Feel free to ask the most basic questions (27-02-2024)
When one adds a tracking position, after how long does one build a position? Is it done according to some technical patterns being triggered, some x% run up?
Kindly clear my doubt. Thanks
Hitesh portfolio (27-02-2024)
Thanks for sharing your guidance!
When you say ‘young’ you mean it by market cap or perhaps some other criteria?
Is a company with 10k crore market cap young? As a beginner, it becomes very hard to bring conviction in say companies with less than 1k crore mkt cap. Even if I find it fundamentally strong, either I just track it to see how it may perform or add a minute chunk (1-2%) to my portfolio.
Once such companies become bigger, I end up not finding them as a “value” buy and hence give them a miss completely.
It would be wonderful if you can share some insights on this.
Rudra’s PF and Information attic (27-02-2024)
Investing needs hard work…
The Twitter (X) post that triggered this thought for the author
https://twitter.com/karpathy/status/1756380066580455557?t=dVOhcLnjOBS9BD8RmQmB7A&s=19
Article by Dhirendra Kumar (Value research)