Great to hear that. What companies in your portfolio do you think can give multibagger returns in the long term?
I believe they’d be? MTARTECH, Paras, SonaComs, FineOrg, Clean Science & Tech, AartiInd
Posts tagged Value Pickr
Rahul Kumar’s Portfolio Review: Stock Market Investment Journey (18-11-2023)
Investing Basics – Feel free to ask the most basic questions (18-11-2023)
I am using the method shown by sahil sharma, where you have to download the trade book and insert 1st row as starting date account value and last row as final date account value. And insert two columns. One is binary , where sell is +1 and buy is -1 and last column value. And then apply xirr function to value column. Its easy
Tata Investment Corporation: Unusual discount to NAV (18-11-2023)
Great work
Now I understand the reason behind demand for the Tata Investment shares.
Friday it ended in upper circuit and no sellers.
Thanks for the update.
Value investment screen (18-11-2023)
Can someone suggest metrics to be used to create a screen in screener.in to identify value stocks in mid and smallcaps? Thanks.
Rahul Kumar’s Portfolio Review: Stock Market Investment Journey (18-11-2023)
Exited Rajesh Exports just after the result, “Rajesh Exports experienced a departure, resulting in a decrease in both top-line and bottom-line figures”
I was looking for the cash-flow statement I didn’t find it and the result was also bad so sold it immediately, I found it in the news
“The company, which reported a turnover of ₹3.4 lakh crore for FY23, failed to disclose its half-year cash-flow statement and proper audit report alongside the quarterly results for the period ending September 2023 , as required by Sebi regulations.”
Infosys Limited – Are we getting a discount or no? (18-11-2023)
That’s because Accenture’s top segment called “Products” contributes 30% to the revenue but it cuts across industries. So in that sense it does not rely on a particular industry.
I’ve added comment at the bottom(2nd one) about it but forgot to add reference number in Accenture’s diversification box.
Your observation is spot on , thank you for pointing it out.
Cheers!
Mahesh
Infosys Limited – Are we getting a discount or no? (18-11-2023)
(post deleted by author)
Shri Keshav Cements & Infra (18-11-2023)
Key Risks in the Business:
• Successful expansion could enhance profitability, but delays or overruns may impact shareholder returns
• Variability in solar radiation levels, adverse weather events, and climatic changes can impact revenue generation
• Volatility in input costs, including materials, power, fuel, and freight and any Unpredictable fluctuations in these costs may impact the company’s cost structure and profit margins.
• Competing companies with significant capital investments raise exit barriers, intensifying competition and potentially impacting market share.