In a recent Ola update (move OS 4) Ola replaced mapmyindia and introduced Ola maps.
Can this change harm mapmyindia?

Sharing an observation about current inventory state of Page Industries

1. Ordered from Jockey site twice within this year
2. Both times received items which had been manufactured at least 6 months ago – implies that Page is siting on inventory not yet sold /shipped to Dealers
3. Also checked local shops – their inventory also had manufacturing dates ranging from 9 months to 1.5 years in past
4. Seems there is a slowdown in demand
5. Also saw that cheaper alternatives like Amul are flying off the shelf

What are your thoughts on this, since its a premium Priced Product

‘Bullish On,’ Sandeep Tandon Of Quant Mutual On Pockets Of Opportunity In Market With Nikunj Dalmia

Sandeep Tandon from Quant Mutual Fund

• Valuations are rich but not expensive
• The easy phase of the bull market is over
• Churning is important in today’s world to generate alpha
• In the next 30 years, the relevance of the leverage economy will decline and the real economy will return.
• He already sold HDFC in Sep 2022
• They hold smaller banks like Karnataka Bank, RBL or J&K trading close to their book value.
• Pharma, metals and mining are in the neglected category and can perform well in the next 3 years
• PSU rally has still some legs left as people are still owning with hesitation.
• Overweight on Reliance

Hi, once the stock corrects to P/E b/w 60-65, my returns expectation from that point would be the same CAGR at which they grow their earnings.
Note that stock can correct both my decreasing price, or staying flat and increasing earnings.

I am taking that number as 20%

Hi banskt,
First, congratulations for your IRFC returns. some of your stocks picks are pretty good(IRFC, ITC, TVS, WPIL, INFY).
My suggestion is to reduce the positions from the negative returns basket.