Posts tagged Value Pickr
OPM Sole Criteria for Stock Selection – Screener.in (14-09-2024)
is there a screen for it?
Zaggle_A platform to address pain points for enterprises (14-09-2024)
Thanks @VaibhavBhardwaj @hunter for inputs
While I agree with your points on what was explained by management regarding cashbacks and incentives.
My understanding is that there is a third comonent which is part of this line item, that is interest/cost of credit for the free credit given (usually 45 days) on credit cards
Max Ventures – A Unique Demerger Opportunity (14-09-2024)
Is anyone following gurgaon RE trends? Any idea how Estate 360 sales are shaping up?
Great articles to read on the web (14-09-2024)
Chemical sector outlook
IRB INVIT TRUST- new game in the town! (14-09-2024)
My opinion is that the share price of Invits need not be exactly synchronized with the interest rate changes. The price can change 1 year after interest change occurs.
But definitely, when rates reduce by 1%, the share price of Invits that are giving >10% yield with minimum growth prospects are expected to increase by 15% and also Invits with 13% yield like IRBinvit and PGinvit are also set for price increase. Its just a matter of time.
Websol energy system ltd (14-09-2024)
No, that’s the question. What are the margins you are assuming. Is there a maths behind it ?
Bajaj Finance Limited (14-09-2024)
At the risk of digressing a bit from the topic, can you just shed some light on why you decided to enter Motilal Housing at a P/B of 6.89. I understand in the future listing gains and everything will come into picture but right now since Bajaj Housing is floated for a 3.2 P/B that itself is much higher compared to other entities in the sector (most are below 2). The IPO frenzy may result in Bajaj being listed at a P/B of 6.4 maybe but considering the housing sector do you think this is sustainable, or you have some other thoughts?
Two things may happen from here onwards, either Bajaj Housing will fall after certain period of getting listed or other NBFCs will get rerated and may rise up. I maybe massively out of line on this but just want to understand your underlying logic of going with Motilal Housing.
Impressive results Had I balanced my equity 3 years back! (14-09-2024)
I started adding few good scrips but did not knew what proportion I need to do at that time. By balancing I would have got additional 3lacs profit from my portfolio. Here is the fact sheet on my portfolio- here I am not recommending my portfolio, essence is how in long run a balanced portfolio gives better returns.
results from my portfolio before and after balancing.pdf (62.7 KB)
I am also attaching how the tool computed value at Risk for my portfolio
PORTFOLIO VAR AND STRESS TEST.pdf (66.2 KB)