Godawari Power’s significant stock drop from ₹1223 to ₹950, despite a book value just above ₹250, raises concerns.
Posts tagged Value Pickr
Emami – FMCG Available at Low Valuation (01-09-2024)
With current revenues and profits matching 2021, further valuation increases seem unlikely without fundamental changes.
Godawari Power – Any Trackers? (01-09-2024)
STEEL INDUSTRY WEBINAR
CareEdge Webinar: Can India Boost its Steel Industry Amid Global Uncertainty?
Coal Gasification with Carbon Capture could be a game changer for India-Shifting Coal from an Energy Commodity to a Chemical Feedstock (01-09-2024)
The shift towards blue hydrogen and coal gasification is indeed noteworthy
Microcap momentum portfolio (01-09-2024)
That’s superb return, keep it up. I did for nifty 500 constituents and only for 4-5 months, some marginal profits. Not sure if it is a good time to start again. But I still advice to adjust your strategy if the underlying index gets in some kind of sideway trend. It’s the worst!
Investing Basics – Feel free to ask the most basic questions (01-09-2024)
If you are asking how much of future growth is embedded in the current price, then in my limited understanding, P/E does not reflect that. Even with businesses with proven business models and success, P/E can give wrong signals. Visible growth, TAM huge, P/E reaches great heights, sustains for a few quarters, defying all logic, but it comes down, for reasons pertaining to the business of course. The aspects that are not excluded before, or overlooked, are visible, and P/E crashes, even if there is earnings growth. So, better to have an eye on the price too, before having bigger positions, if the stock is trading at very high valuations.
Microcap momentum portfolio (01-09-2024)
@i_mustafa I started in Dec 2022. XIRR since then is 80.79%.
Dr. Reddy’s Lab – Transformation Journey (01-09-2024)
Any idea what impact would this event have on revenue?
Microcap momentum portfolio (01-09-2024)
Hey Mate, what is the XIRR so far? even tax adjusted if you can share. I had done a similar exercise back in 2022 YE. But I guess it was the worst time. You see what I learned is that the momentum is best strategy for return but its biggest enemy is a range bound market like what he had for 18 months back in 2022. It keeps on making you buy high and sell low on repeat.