Next update, I will sort on ranking (as I get it) and A to Z so it is easy to track.
I will see how I can share a copy of my sheet.
Posts tagged Value Pickr
Smallcap momentum portfolio (06-12-2023)
Hazoor Multi Projects Limited (06-12-2023)
Thanks Ascendant for the information related Managing Director of Maharashtra State Road Development Corporation holds approximately 10%.
At 5 PE everything is in price. Our bet is that if company continue to get new orders and execute it will have both engines firing, valuation and earning.
For microcap, there will always be some concerns, even apollo hospitals have concerns.
Let us hope, management do business ethically and grow.
Disclosure: Invested
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (06-12-2023)
Even though the amount is not too large for all these deals put together, why did the stock react so much.
I mean it’s only around 10crores
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (06-12-2023)
Looks like there were lots of large deals in embassy Intraday Large Deals, Large Deals on NSE/BSE, Intraday Bulk Deals, Live Large Deals in NSE/BSE, Market Stats
Munger (1200 page compilation) (06-12-2023)
Perfect place to post Javed bhai. The pdf looks really interesting. Thank you for sharing 
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (06-12-2023)
Not able to access the article as it asks for subscription.
However , the head line says ” RIL, Adani, JSW group, L&T enter race for green H2 and electrolyser”
Is there any other company name appearing in the article other than the above 4 known companies ?
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (06-12-2023)
Not able to access the article as it asks for subscription.
However , the head line says ” RIL, Adani, JSW group, L&T enter race for green H2 and electrolyser”
Is there any other company name appearing in the article other than the above 4 known companies ?
Priyank’s Portfolio (06-12-2023)
Okay firstly, I have sold Greenpanel after the last update – HERE. I needed cash and I sacrificed Greenpanel because I don’t see their earnings growing significantly in the next few months. If I have cash in the future & valuation is good, I’ll review the space for entry.
Now coming to your question.
What you’re saying are short-term challenges (which usually happen in every sector). I would be happy if these hiccups get so intense that it eliminates some competition. My views about the long-term trends of MDF are positive and I like GP’s management much more than peers. Certainly, the valuation is not cheap but I do not think it’s crazy enough to make me sell (which is ironic because i sold – but my reason was something else which I explained earlier).