I liked this simple concept i.e. Buy when P/E < 35. Most of the pain which is incurred in terms of losses are when we buy at higher valuations whether it is P/E or P/B.
I have experienced this recently after buying IEX and HDFC AMC at marginally higher valuations than my criteria.
Posts tagged Value Pickr
Long term investment strategy (Buy, hold but don’t forget) (27-11-2023)
NCC: Extremely undervalued (27-11-2023)
Well, as long as the earnings are sustained and the valuation is not re-rated, all you need is the patience.
Kaveri seeds company limited — kscl (27-11-2023)
My concern with Kaveri Seeds is related to the Income Tax. Here is a notice they received on 30 September 2022. If the Income Tax liability is applied for previous years then the market value will be affected materially. If the income tax is applied prospectively, then the profitability takes a hit but will still be manageable. Doesn’t anyone have any insight into this aspect of the business model where currently it’s working in the income tax free space but maybe not for long?
ValuePickr Ahmedabad (27-11-2023)
Hi Donald,
i will be interested to be part of the group. pls help me with required process to follow.
Thanks.
Mayank.
National Peroxide (27-11-2023)
@Gaurav2000k Gaurav* Sorry. Auto corrected.
National Peroxide (27-11-2023)
Hi Gautam, BBTC mkt cap is 10k cr. Nat per holding is approx. 9.5% which equates to -900crs. Requesting you to kindly check. Thanks
My portfolio updates and investment journey (27-11-2023)
@Rishabh_Solanki I exited Salzer and XPRO as results were below my expectations and found new opportunities. Salzer I tailed a big investor and i noted that may be i dont have his conviction. Also XPRO is seeing increased competition in medium term. I am ready to miss these for my conviction in new others in my portfolio.
The Anti-Portfolio (27-11-2023)
Yes, my thesis rests on Caplin steriles expected growth in US, this trigger amongst other expansion plans has not taken place yet. Missed topping up on the position recently actually. 
Disclaimer : Am not an sebi analyst/advisor, this is not a stock recommendation.
The Anti-Portfolio (27-11-2023)
Hi @siyaram7, there will be some pressure but still cheaper than most banks. Ultimately, RBI action will end up raising rates for consumer lending, which can reduce demand. The thesis rests on changing market views, which you have explained, over time with consistent results/news.
Disclaimer : Am not an sebi analyst/advisor, this is not a stock recommendation.
ValuePickr Ahmedabad (27-11-2023)
Hi Donald, i will be interested to be part of the group. pls help me with required process to follow. Thanks. Chintan.