After more 13 years of exile the PSU Bank Index again in a blue sky zone.
Posts tagged Value Pickr
EKI Energy is that a story or fact? (10-12-2023)
CHORs never change as Porenju V said so vividly after losing much money. We should avoid all such type where promoters integrity, competence and business model itself is doubtful…
Marshall Machines Limited (10-12-2023)
Had taken position post management bullish projection, they did investor session also on projection of 250 crore plus topline with 25% EBITDA in mid term. They have brought rights issue but one thing I have learnt very painfully , turnarounds are messy , complex and very rarely very successful. Exited fully with some profit but lessons learnt, any company with high leverage and stress is clear no no.
Samarth’s Portfolio (10-12-2023)
Investing in (equity) MFs doesn’t at all guarantee that you’ll have the same amount available next year. Hope you are aware of it, but just wanted to point it out. If you need some amount next year, put the money in a arbitrage or debt fund.
Meghmani Organics Ltd (10-12-2023)
There is long history of fires, corporate misgovernance issues and I have put all such stocks in never buy category. One can still make money but all such are type of gamble stocks…
Basilic Fly Studio Ltd (10-12-2023)
Management seems aspirational, competent and hungry with tailwind, In pre IPO meet they said that looking for 50 to 80% growth for next couple of years so huge value creations. Invested and increasing positions further…
Aurangabad Distillery Ltd (10-12-2023)
Invested since lower levels and has been part of signficant rise in stock prices. Corporate governance remains an issue though as they never share investor presentation or AGM also in physical mode. I sent a mail requesting them and after much follow up got one line response. Undervalued at current price still and holding. Penalty imposed is not an issue in my view, some stupid bureacrat without applying mind has imposed and it is already put on hold but one wishes they were forthcoming and transparet.
Screener.in: The destination for Intelligent Screening & Reporting in India (10-12-2023)
Request for flagging whether company is NSE only or BSE only or both and similarly for SME or not. That would be great in filtering a particular type of companies.Thank you.
BULL in BEAR Market (10-12-2023)
What has been your experience with arbitrage funds? How have these performed for your investing period? Who would you suggest or not suggest these funds to?
Portfolio Analysis – Shailesh (10-12-2023)
View 2024 …
II have updated my portfolio view in this thread