I got curious yesterday on the multi-bagger aspect of the discussion, so thought to check if I have more such multi-baggers in my portfolio. Here is the list of 3x (3 multi-baggers) till 18x (18 multi-baggers) stocks in my portfolio. I have 1x and 2x as well but mostly these are recent investments or laggards.
Both make sense, so for you only criteria to sell is when fundamental are deteriorated.
Idea of investing is to make money by investing in good companies, so when do you sell the stock ?
Interesting development- USFDA has accepted KarXT for review under New Drug Application (NDA) submission for Karuna’s investigational treatment in schizophrenia.
Management is optimistic for H2 and market is pushing stock prices based on this and latest bonus investment. If results come as per management concall than markets may continue to re rating the stock as market is always forward looking.
I am also invested significantly from lower levels and booked 20 percent profits around 900 levels.
I have kept the balance fr long term as I am convinced with long term story and I don’t have any other investment options in equity.
Affle has phenomenal sales growth over last 5 years or so. Around 55% CAGR. This in my view isn’t sustainable and that too on 25% EBIT margin. Any one who has valued this company using DCF, what’s the future sales growth potential you have taken and rationale for the same?
To start with, in accounting concepts, an entity is seperate from its owner.So, if an owner invests Rs.100, it will be like the business/entity has borrowed Rs.100 from the owner.Hence, Rs.100 will be shown in assets side in Cash and Bank balance and Rs.100 will be shown as liability (to be paid to owner>>>under Equity/Capital).
Out of the 100, if 30 is used to buy fixed asset, then cash and bank balance will be 70 and fixed assets will be Rs.30 making the total asset 100 and liabilities remaining unchanged at 100.
Similar past pattern found on below
Hi, as of now this preference is not saved, will look at incorporating it!
you can access from here, the company has updated their website thats why the links are not working
If I see from other way, in dividend 30 percent of what company pays goes in taxes (assuming 30 percent tax rate for majority of shares) while in buyback only 20 percent of it goes to taxes.