Best person to ask this question is to your dad. He can explain inflation better. When dad tells his experience, its easy to relate to inflation.
Posts tagged Value Pickr
Investing Basics – Feel free to ask the most basic questions (14-11-2023)
Normally yes and it depends from person to person. When dealing with your manager you should negotiate considering the future unpredictability
and importance of holiday this year(analogous to inflation).
For you, the number of holidays next year can be 5,6,7,8,9 or even 4 depending upon your calculation of unpredictability and importance of holiday this year.
I have not explained the discount rate in its true form as I think the Pat Dorsey has explained it better later in this book.
Investing Basics – Feel free to ask the most basic questions (14-11-2023)
Thanks for you response I just want to ask… does this mean I’ll ask for a 5 days leave this year instead of 6 days next year? Can you please read my question again maybe I am having some trouble grasping the English
Will this Bull Market last forever? (14-11-2023)
Stock market has multiple phases, besides Bull and Bear we hv steady, range bound and indecisiveness market. It’s reflects both sentiments and economy growth & money supply.
I like to focus on growth in companies, and profits… Find such companies and grow.
Investing Basics – Feel free to ask the most basic questions (14-11-2023)
Pat Dorsey has explained the discounted cashflow later in this book. Keep reading is my suggestion.
Because future brings unpredictability and inflation, and you should charge for it like bank does to cover NPA and inflation.
What if you change your company? (unpredictability)
What if your manger changes? (unpredictability)
What if you needed to attend some funeral? (inflation)
What if you need to attend your sister wedding? (inflation)
The Anti-Portfolio (14-11-2023)
Thanks! I don’t think it’s been that difficult, post corona bull run helped a lot, especially sticking to small cap worked wonders Though indeed cagr includes the worst slump in small caps in 2018-19. Thankfully 30% capital was deployed as it was ending, but again just before March 2020 disaster
Tumultuous times truly!
Mostly value pickr folks have helped a lot. First thing to have good sleep and enjoy decent returns is to invest some effort in trying to understand better the stock story. It’s the conviction after all which helps manage risk as well as returns.
Explosion of social media adds to the exposure of ideas, knowledge and opinions. Rarely I run screens since it requires some digging into.
I am mostly a fundamental guy, sometimes technical signal are very visible too which helps, but I don’t think have used it for selling.
It’s simply the upside margin you have, in your opinion, from the current price to fair value, which if large enough is good for entry and if not comfortable then booking out. Considering that the time limit, again in your considered opinion, for closing such gaps favour your cagr targets.
Investing Basics – Feel free to ask the most basic questions (14-11-2023)
I have given the link to the books recommendation by Dr. Hitesh. Books are the standard way of learning something, as they are detailed and dedicated works. If you are an absolute beginner, I guess reading a book will give you some idea, and you can search online later.
H.G. Infra Engineering Ltd : Paving the Path to Success (14-11-2023)
Execution of existing projects, Margins, control on balancesheet of HGINFRA is on top of the chart. One of the best amongst peers.
However, Lack of order inflow is the genuine problem with HGINFRA, particularly this FY.
Even in concall this time, Orderbook inflow guidance is cut from 7-8k Cr to 5-6k Cr ( Their guidance was 8-9k cr at the beginning of this FY )
That is what is reflecting in the price performance as well this FY
Lets see if they are able to achieve this new order inflow guidance or exceed it…
Capacit’e Infraprojects (14-11-2023)
Results seems to be in line as suggested in last concall. I was expecting nothing but a flat quarter, though I expected them to have some positive commentary on their NFB limits. But I know things at sanctioning level works little slow. Hopefully they would deliver that 2100 revenue and 18 per margin by the end of the year
Investing Basics – Feel free to ask the most basic questions (14-11-2023)
Hi
“One can start with the traditional way of learning through books way to have good understanding about the overall structure of the markets, businesses, concepts, as books are detailed, focused works. ” If possible please suggest some online resources, books , tools etc to develop understanding of different business or industries to begin with. It will be very helpful