As you are reading books, there is no way you will not succeed. Any individual investor reading good investment books will certainly succeed in the market [we cant say that for professional investors as they have to take care of many other things]. I don’t know any successful individual investor who does not read a lot, and don’t know any unsuccessful individual investor who reads a lot. Keep on reading.
Yes, your portfolio is tilted towards finance; but in the present scenario, it is good. In a falling interest rate scenario, financials do well generally.
Posts tagged Value Pickr
Poor guys small portfolio (21-10-2024)
Bandhan Bank – in a sweet spot? (21-10-2024)
Lot of noice around Microfinance portfolio. Can we say this is the quarter with max pain and situatatio will start improving from here on once the interest rate start reducing ?
Bandhan Bank keep saying their GNPA will remain in the range of 3.25 to 3.6 %. I hope they deliever same this quarter.
JM Financial (21-10-2024)
It’s primarily market sentiment—most stocks are down today. This could present a buying opportunity at lower levels.
P.S. – Please do your own due diligence.
JM Financial (21-10-2024)
Not sure why the stock seems to be underperforming but the news seems good for JM
Venus Pipes- Pipes & Tubes (21-10-2024)
Saw this article on money control on 11/09/2024: with the title “India extends anti-subsidy duty on welded stainless steel pipes and tubes imported from China, Vietnam”. I am assuming this should be a positive for Venus in the medium to long-term? Happy to hear what others think?
Tata Consumer Products Limited (TATACONSUM) (21-10-2024)
Tata Consumer shares slumped following the release of its Q2 results
- The India Beverages segment reported a 3% decline in revenue and a 4% drop in volumes, driven by softer market demand, impacting overall performance.
- The ready-to-drink business, although fast-growing, faced challenges from competitive pricing pressures and unfavorable weather conditions.
- Growth businesses posted a 15% rise, while the tea business struggled due to subdued category trends.
- Group net profit rose 1% year-on-year (Y-o-Y) to Rs 367 crore.
- EBITDA stood at Rs 629 crore with margins contracting by 30 bps to 14.9%.
- Revenue grew 13% Y-o-Y to Rs 4,214 crore, boosted by acquisitions of Organic India and Capital Foods (excluding these, growth was 5%).
- Coffee business posted 29% revenue growth, while the India foods segment grew 28% (9% without Capital Foods).
- Strong performance from Tata Sampann (26% growth) and record volumes in rock salt.
- Tata Starbucks became India’s largest café operator with 457 stores.
- E-commerce grew by 51%, and modern trade by 17%.
- International revenue increased by 7%, with improved profitability in the UK.