Posts tagged Value Pickr
Microcap momentum portfolio (03-07-2024)
No, we are not capturing portfolio returns anywhere.
Sumitomo Chemicals ~ After Excel Crop Care Acquisition (03-07-2024)
Blockquote
a) Parent compnay has discovered only one new molecule in last 30 years in agrochemicals space , rest of the products are 30-40 years old .
@StageInvesting - you mentioned this above. May I know where you found this statistic? From one of their reports, it appears in crop protection chemicals alone they have over 2300 patents and they have launched new molecules every year. They have also collaborated on R&D with Bayer and Valent on different products. I am not clear why you say they have discovered only one new molecule in the last 30 years. That seems incorrect - happy to be corrected if you can share the source.
Shanthi Gears/Shanti Gears (03-07-2024)
I have been checking this over the last week.
Good Product and Industry Profile. Strong company background with Murugappa group. Good upturn in results and cash flows.
What are the drawbacks here. Anything that is not visible on surface?
Lincoln Pharma … the next mid-cap pharma in the making …? (03-07-2024)
Despite so much working capital stuck in Receivables, they’re able to function without racking up much debt, but definitely needs to work on bringing it receivables down.
Krishca Ltd : A SME offering steel strapping Solution (03-07-2024)
In SMEs, this is the pattern going on, after a few months company raises pref. All the SMEs are doing the same.
Krishca Ltd : A SME offering steel strapping Solution (03-07-2024)
In SMEs, this is the pattern going on, after a few months company raises pref. All the SMEs are doing the same.
Is Buy and Forget a Myth? (03-07-2024)
And also important is: what you bought instead.
I sold RVNL, thinking it is overblown at 241. Now it is 415. So, it was apparently a silly decision.
But then I bought HGIfra instead at average 900. Today it is 1727.
So, when I compared today, I realised that while I would be up 71% in RVNL, I am 92% up in HGInfra.
Why I did that? HGInfra appeared cheaper, and nobody was talking about it. An ignored stock, as the gurus say.
I am not a very rich person, but the bet paid off.
Is Buy and Forget a Myth? (03-07-2024)
And also important is: what you bought instead.
I sold RVNL, thinking it is overblown at 241. Now it is 415. So, it was apparently a silly decision.
But then I bought HGIfra instead at average 900. Today it is 1727.
So, when I compared today, I realised that while I would be up 71% in RVNL, I am 92% up in HGInfra.
Why I did that? HGInfra appeared cheaper, and nobody was talking about it. An ignored stock, as the gurus say.
I am not a very rich person, but the bet paid off.
Microcap momentum portfolio (03-07-2024)
Guys recently i came across this interesting thread. Do we captured this momentum portfolio returns weekly/monthly anywhere?