HI Visha, I have started my journey just 5 years back and am just at my baby steps on this journey. The reason i am thinking about portfolio churning first as I could not decide which is the best to go about. If I should churn the portfolio every now and then or keep the stocks forever, so I have come up with this middle path. I decide my investing based on the sectors first. I am not interested in cyclical sectors. If I like a sector and feel it could have a secular growth, I will then deep down into individual stocks. Currently I am invested in Shalby, UTI AMC, Nuvama, Ujjivan Small finance bank, Benaras Hotel, Basilic fly Studio. Will keep on adding new companies from the cash flow generated from my job.
Posts tagged Value Pickr
Megatherm – Mega Opportunity (03-07-2024)
The stock is up 80% from when this thread was created (in less than 4 months), despite a few deep ‘sell-offs’. The title wasn’t as misleading.
Gulf Oil Lubricants – A low risk way to play the economic cycle? (03-07-2024)
Nothing concrete , this was been asked about in Q4 concall to which Mr Ravi Chawla said data center being the buzzword “can be though about” which basically means - no pen to paper progress uptil now.
National Peroxide (03-07-2024)
Hydrogen peroxide prices are currently at less than half what they were when the company got demerged. So definitely should not list at a price above Rs.600
StageInvesting +Elliot Waves (03-07-2024)
Already shared few days back.
DIY Momentum QnA and Discussion (03-07-2024)
How you are able to compare these returns from this website?
StageInvesting +Elliot Waves (03-07-2024)
Would you please share analysis of Sharda Motors using stage analysis?
DCX Systems Ltd (03-07-2024)
Check the difference in no.of stocks in QE security and Hrti bhai…Graviton did arbitrage
Rakesh Arora Steel Industry Presentation, 2023 (03-07-2024)
Guys have updated my views on valuation of steel companies. Removal of export rebate in China has led to increase in sustainable EBITDA by around Rs5000/t. This has led to step up in valuation band by around 0.5x on P/B. If u will like to read the full note, it is here https://www.goindiastocks.com/blogs/insights?type=Article&id=168
Deepak’s portfolio requesting feed back (03-07-2024)
Would you please purchase or sale after last PF post and the rationale for the same ?