KEI Correcting from 5000 levels to 4200 now, Fundamentals not changing!! what is the reason for this sharp fall? any takers please.
Posts tagged Value Pickr
Sealmatic India Limited (18-07-2024)
But, on a lighter note, promoter is acting like a retail investor and we retail investor, in contrary, are behaving like what a promoter should do…
Building a Community: Rule-based objective approach to fundamental long-term investing (18-07-2024)
Thank you Hiren, really appreciate your feedback.
We are a SEBI reg. rule-based fund management firm. Our fund management process involves combining multiple investment-rules to create each investment strategy. This tool was developed to create and backtest investment rules as part of our internal system.
Since we believe rule-based investing to be the future, and since most individual investors dont have a tool to backtest their investment-rules, we attempted to provide access to our internal backtester tool. Thus, we created a platform to allow individual investors to access the same. Hope it contributes to democractizing rule-based investing.
As we get more feedback / requests, we will add the features like you suggested.
Building a Community: Rule-based objective approach to fundamental long-term investing (18-07-2024)
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EFC – Entrepreneurial Facilitation Centre (18-07-2024)
In the below tracker, I have started tracking important company goals for AWFIS (a competitor to EFC).These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where we got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-19.xlsx (130.9 KB)
Trent — A value unlocking story from the house of TATA (18-07-2024)
curious back in 2004 ans earlier what must have been the reasons for your buying? I wish you were in this forum early to share your insights. 20 years back if I am not wrong, Trent was not a good performing business and likes of big bazaar, Pantaloons was the talk of the town…Also was Trent a high PE stock back then also or must be in Red with no profits?
If you could share When was your first entry and how did you build your position? Was it in lumpsum one time buy & forget or a conscious gradual building of position? Also when was your last buy? It seems your average buy price is around Rs 25!
Would be good to know your thoughts as would like to learn from those who catch such multibaggers much much before their time and results arise.
Trent — A value unlocking story from the house of TATA (18-07-2024)
It also happened because of the business understanding of different segments, the building of business base for many many years and excellent execution of the management & promoters…
Tata Consumer Products Limited (TATACONSUM) (18-07-2024)
Its in uptrend. But nearby previous resistances are there. Need to cross 1260 to say, it has broken out.
Smallcap momentum portfolio (18-07-2024)
@duvvurib Responses to your queries.
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When the portfolio is created, all 20 stocks are bought. Thereafter, every week we do what is known as rebalancing where the weaker stocks are replaced by stronger ones from the same universe. Typically, about 2 stocks get replaced very week.
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I do an equal weightage pf to start, ie 5% allocation to every stock. Thereafter, I allow the winners to run and do not disturb them. During rebalance, the stocks coming in will have the same allocation as the ones going out. For example, if the stock going out had an allocation of 4% during exit, the incoming stock will enter at 4% allocation. When I am investing lump sum, I try and bring back all stocks to the same allocation (not by selling winners).
This is my way of managing this pf. There is nothing sacrosanct about it. It can modified as deemed fit.
Trent — A value unlocking story from the house of TATA (18-07-2024)
Trent has an ROCE of 22%.That’s a fantastic return and not only that, it outpaces the average of 17% earned by companies in a similar industry. The trends I’ve noticed at Trent are quite reassuring. The data shows that returns on capital have increased substantially over the last five years to 22%. Basically the business is earning more per rupee of capital invested and in addition to that, 183% more capital is being employed now too. So I am very much inspired by what we’re seeing at Trent thanks to its ability to profitably reinvest capital.n summary, it’s great to see that Trent can compound returns by consistently reinvesting capital at increasing rates of return, because these are some of the key ingredients of those highly sought after multi-baggers. And a remarkable 1,105% total return over the last five years tells us that investors are expecting more good things to come in the future. So given the stock has proven it has promising trends, it’s worth researching the company further to see if these trends are likely to persist. However my worry is that TRENT has a high level of non-cash earnings.
Disclosure-I am invested for more than 20 years and my levels of buying were very low, levels, made a mistake of selling 500 shares @ 600 during covid and recovered my capital. This stock has become a Major portion of my portfolio 60%+ and that is my big worry. Suggestions on trimming down are welcome as I am in a dilemma.