The main issue in the company is that they have acquired a lot of companies, used it for some time for a product or two and now it’s like a burden. there is no use or work done in that company. (superheroes is one such example when i tracked it). One should be cautious as doing unnecessary acquisitions don’t make sense. And somewhere down the line it also hints that the mgmt doesn’t have a specific target or roadmap except for words. (wings got acquired, sold some earphones then some random tshirts, now what’s next was unknown. the company will have to invest into building that wings business if they want it to grow… so going into anything that looks fancy won’t help)

just my perspective. not invested.

I read the S Mart concall. It’s very fantastic, but didn’t understand few part of the concall. Can anyone elaborate this.

I liked this philosophy. In fact, after reading “One Up on the Wall Street” multiple times, and doing some back testing on various stocks which I had invested or rather moved in and out based on valuations, I have realized that, if I could have stayed away from FOMO and would have invested in only those stocks which I understand well then also I could have achieved the same CAGR at portfolio level instead of buying some unknown businesses and closing the position in Loss since I was unable to bear the loss.

Sometimes, simple strategies can beat all kind of styles like Momentum, Low volatility indices and what not. These styles generally come after every 4-5 years and then disappear.

Simple Investing strategy can stay with you for much longer time with almost same results.

I have recently started tracking this company trying to analyse it better, however can someone tell me why are the OPM constantly taking a hit? Is the company trying to gain a higher market share at discounted prices??