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Posts tagged Value Pickr
Confidence petroleum (29-11-2023)
Hello Abhikjha and @james_kerala
The last few posts are not relevant to the Confidence Petroleum Topic. May I ask you to move it to you Portfolio thread ?
I’ve visited your portfolio thread earlier. Look forward to see your future posts there.
Of course, this post is also not on topic. So, I’ll delete this post as well
Thanks for your understanding
Praveen
Portfolio of a novice investor (29-11-2023)
Looks like a good VCP pattern emerging in AREM (volume is a bit of concern though):
Confidence petroleum (29-11-2023)
Thanks James.
These are current ones which I am holding. Liquidated a few when I bought my home around 5 years ago.
Well, I was not at all organized in past and investing was just a side hustle 
, so have had a lot of stocks in my portfolio but slowly restructuring the portfolio and making it concentrated. I have 3 demat accounts and embarrassingly 55 stocks in total 
. But around 30 of them have more than 85% of the value. I have a plan to reduce the number to sub-20 by election time next year.
Here is the thread but am not good at writing at all and more often than not, all over the place 
. Still learning the art of investing though and hope to be better in a few years of time as I am dedicating almost 50% of my time in finding hidden gems and high conviction stocks.
Portfolio of a novice investor – Q&A: Questions & Answers / Portfolio Q&A – ValuePickr Forum
Mallcom India – Safety Equipment manufacturer (29-11-2023)
Apart from these responses, any other key take aways from your visit that you can share with this forum.
Pricol limited – OEM automotive (29-11-2023)
Any particular reason for barring Ola? Since Ola has emerged as market leader in 2 wheeler EV space, not supplying to them can impact the growth numbers?
Confidence petroleum (29-11-2023)
Cool
Are these from your current holding or include past multi baggers now not in PF ?
At any point how many stocks are there in your PF? If you have a dedicated PF thread please let me know.
Confidence petroleum (29-11-2023)
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Wheels India Rights – Free money for minorities? (29-11-2023)
After the restructure in the group company has come up with detailed presentation.
Few interesting points.
- Most of the capex done in the last 3 years is not contributing to bottom line. some segments are in loss as the capacity utilization is low
- Company started focusing on free cash flows from last 1 years. All the capex is happening with internal accruals only.
- The company has diversified in to new segments like renewable segment, aluminum wheels etc which are in the ramp stage.
- Debt is coming down from last 2 years. In total debt of 731 Cr, long tern debt is 230+Cr. Rest of it is for working capital debt.
Disc: Invested (transactions in last 30 days)
52 week highs and all time highs strategy (29-11-2023)
Let’s see in which direction DBL expands…! Can be an example of contraction and expansion of prices.