What happen to your VA Wabag holding? You sais, you added it, as it was a better option for you, considering the risk vs rewards.
Then suddenly it was gone from your portfolio w/o mentioning anything about the exist. What made you to exist this stock? I think its still a good opportunity and it is one of my highest allocation.
Would like to know your view if you don’t mind.
Thanks much.
Posts tagged Value Pickr
Priyank’s Portfolio (15-10-2023)
Priyank’s Portfolio (15-10-2023)
What happen to your VA Wabag holding? You sais, you added it, as it was a better option for you, considering the risk vs rewards.
Then suddenly it was gone from your portfolio w/o mentioning anything about the exist. What made you to exist this stock? I think its still a good opportunity and it is one of my highest allocation.
Would like to know your view if you don’t mind.
Thanks much.
Jkil — jkumar infraprojects (15-10-2023)
My personal view:
I agree as I used to hold this stock earlier. However, there is a difference between being a good business and being a good investment.
They operate is a industry infamous for political connections. This company has also seen income tax raided couple of times.
I will buy it with huge margin of safety (its on my radar). Its currently trading a little over long term average PE. I would look for good correction to add.
I think the story is still the same.
Jkil — jkumar infraprojects (15-10-2023)
My personal view:
I agree as I used to hold this stock earlier. However, there is a difference between being a good business and being a good investment.
They operate is a industry infamous for political connections. This company has also seen income tax raided couple of times.
I will buy it with huge margin of safety (its on my radar). Its currently trading a little over long term average PE. I would look for good correction to add.
I think the story is still the same.
Finolex cables ltd (15-10-2023)
Contrary to my belief the promoter disputes have escalated and now its an all out war between the two cousins.This is an inportant lesson for me as an Investor as well. The market knows much more than an individual Investor looking at results of a company and the perceived value of its brand. The time when I first invested in finolex cables, polycab was available at around 700 odd and finolex around 360,see the kind of returns polycab has made(almost 2.5x as compared to finolex). Family fued is taking its toll on the copany with no clear line of succession. I feel sad for Mr. Deepak Chabaria,he has given his
life and everything to this company and he comes across as a frank and honest man during concalls. I only wish that better sense prevail between the warring brothers.
finolex cables case status in SC and NCLT.pdf (2.2 MB)
John Cockerill India: A Case Study on Decarbonisation of Steel (15-10-2023)
A very interesting read @kalpesh4430
Hitesh portfolio (15-10-2023)
Thanks a lot for a wonderful presentation. Fundamentals will be more clear with mental models.
Yash Pakka – (Previously Yash Paper) – Rising from ash (15-10-2023)
Been following it for long…story sounds good.
Execution is what I look for 
Disc: Exited, might re-enter later.
Jkil — jkumar infraprojects (15-10-2023)
Last time I checked…there was too much dependance on Maharashtra region, is it still true?
Their scale & delivery has been good.
What are the triggers for the expected Earning Acceleration, could share your notes please?
Astec Lifesciences (15-10-2023)
Management in Previous conference calls have denied this atleast for the medium term. Also long term, with CDMO getting a bigger share, Agrovet merger might be a challenge for some innovator clients which might have competing products with Agrovet.
