Greaves Cotton is one of the finest engineering company
But de-focused on capital good segments (non-auto) during last five years…
किर्लोस्कर oil took full advantage of this situation and gained market share.
Their EV business is not doing well … it is a tricky business and requires a very deep pocket.
The first time their latest EV स्कूटर nexus viewed significantly good
Posts tagged Value Pickr
Greaves Cotton – Is this up to investors? (05-09-2024)
Vishagan’s Portfolio Updates (05-09-2024)
H Vishagan,
You are currently in your early 30s or are you chasing financial freedom in early 30s, with this portfolio …
As an investor, understanding sectoral tailwinds and headwinds is very important and can be a determinant of pf returns. Currently renewables, recycling, agri, Oil & gas to some extent (and also healthcare) are sectors which seem to be having tailwinds – so ideally one must analyse these sectors and find companies doing well
Natco Pharma: Focusing On Complex Products (05-09-2024)
Very true. Reversion to mean may happen.
Vishagan’s Portfolio Updates (05-09-2024)
Hey @Dragon , Thanks for checking.
My Investment Thesis is simple:
- Understanding the business
- Consistently profitable business
- Available at fair value or undervalue
My Portfolio allocations as below:
Except HDFC Bank, Kotak Bank & Mahanagar Gas all the other holdings are long term investments.
Multibase India Ltd (05-09-2024)
any update on this years AGM plz
Raymond – The Complete Man (05-09-2024)
Good listing for Raymond Lifestyle at around 3000.
Now that it is a separate company, will there be a new thread for RLL?
Vishagan’s Portfolio Updates (05-09-2024)
Welcome to VP.Please refer to the other portfolio threads and check how can you make your better. You need to mention thesis, %of your holding and buy average( If possible).
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (05-09-2024)
Elliot Wave Count for SW Solar
Vishagan’s Portfolio Updates (05-09-2024)
Hello Everyone,
This is Vishagan, working as a senior consultant with 11 years of experience in IT. I have been reading investment related books since 2017 & managed to find a cashflow model that helps me to maintain the healthy financial position to my advantage.
To talk about my investment journey, as an individual chasing financial freedom in early 30’s.
Investment books I read to arm myself with knowledge.
Here is my equity portfolio:
I’ll start sharing my rational decision behind the investments in upcoming days. To start with
NATCO is the biggest holding in my portfolio: when i started accumulating this stock, The operating profit margins (OPM) contracted to 13.5% in FY2022 from 29.5% in FY2021, primarily due to write-downof large Covid-19 inventory and provisioning of credit losses amounting to Rs. 282 crore. Adjusting for the write offs, the OPM remained healthy at 28.0% in FY2022.
I thought this was an One-Time write off and accumlated it.
Please feel free to share your views on my holdings, as an amateur investor i’m open for constructive feedbacks.
*Disclaimer: My views are not recommendations.