@all 
Does experience matters in stock market
The founder was a veteran and his last words made me question everything.
what’s your thoughts on this
Posts tagged Value Pickr
My mistakes with the stock market (25-01-2024)
HDFC Bank- we understand your world (25-01-2024)
In the last few messages, many have determined HDFC Bank is at cheap valuation just because it is lower than historical valuations. Is that a good enough reason ?
Things to Ponder
- Why is the bank not able to raise deposits in sync with Assets ?
- HDFC Limited deals cannot be replicated by HDFC Bank since they are under more stringent regulations. How will it be replenished? So forget growth the base itself is smaller to start with.
3.For a giant like hdfc bank to grow 15-20-% corresponds to literally building a new small bank every year because the nos are so big. What is the opportunity size for Hdfc Bank to be able to do it all the time ?
Disclosure- Was my largest holding for 15+ years but exited completely.
See the bright Sun: Aditya Vision (25-01-2024)
AVL QIP will propel the business go debt free and help in expansion of stores, hopefully perp before coming summer season.
HDFC Bank- we understand your world (25-01-2024)
Agree. Deposit will come to HDFC. Right now everybody is too complacent to see any risk. Let’s wait for some risk to rear it head.
Apcotex Industries – monopoly in Synthetic Rubber? (25-01-2024)
While I hate to see contracting margins of Apcotex, what keeps me invested in this company is the honesty of the leadership. Around one year back, post good Sept 22 results, Abhiraj had no qualms to declare that next few quarters are going to be tough, due to over capacity in nitrile latex supplies and post covid tepid demand from glove industry . I remember stock price dropped post conference call. Like any other chemical company, Apcotex is going through down cycle of lower demand and hence lower prices.
Hitesh portfolio (25-01-2024)
For me, volumes come next to price action and pattern breakout. Most of the times, there is a definite volume expansion at the time of breakouts. However as you mention, there can be an element of doubt due to algo and programmed trades. The only option at our disposal is to track delivery volumes on days preceding breakout and during breakout.
Steel Strips Wheels Limited – Attractive Valuations (25-01-2024)
The con-call of Steel Strips Wheels was interesting. I will add some pointers soon.
HDFC Bank- we understand your world (25-01-2024)
I have wondered why HDFC bank pays out a dividends. Especially is cash is the raw material for their business, why give it out instead of reinvesting it into the business and earn higher returns.
Plus the dividends gets dissipated to some extent with taxes too.
I understand there may be a large shareholder base for whom the dividends serve as a income but then they could always sell a few stock units to get the cash.
With so much noise around the tight liquidity in the banking sector and real need to shore up deposits due to merger, doesn’t it make sense to halt the dividends or atleast cut to some extent?
Would the share tank majorly for such an action?
Man Industries (India) Limited (25-01-2024)
detailed analysis of
q3 fy24 man industries.pdf (3.3 MB)
q3 results attached
PVR Ltd.- Play on increasing disposable income (25-01-2024)
The stock is down from 1800+ to 1450. Straight 20% cut in less than 2 months. During the initial phase of fall I thought it has something to do with rising COVID cases and controversy related to Salaar vs. Dunki.
But both the above issues seem to have faded. Puzzled over the price action
Any insights would be helpful
Disc. Invested.