I enjoyed the commentary. I didn't like the presentation, for, as you said, he was just reading. That could have been a well written article. 
Posts tagged Value Pickr
Prof. Sanjay Bakshi’s Lecture link (11-09-2015)
Aurobindo Pharma (11-09-2015)
hi kapil,
Data about estimated market size you can find in company announcement section at bse & nse sites. Also IMS gives details about it.
About competition, what i do is reading various brokerage reports, company presentations, and of course google.Also sites like pharma compass, drugs.com can help you.
I suggest you to go through this thread...
regards,
Rakesh
Vivek Gautam Portfolio (11-09-2015)
VRL I bought both thru IPO & on listing is led by a street smart entrepreneur Mr Sankleshwar who has 73% stake in co and an enviable track record over last few decades.He started with a single truck & is Now amongst Indias logistics players.The founder has a growth mindset & has built good moat in form of Less then load capacity,reach allover India,relationship with reputed OEMs,Softening crude prices & impending GST passage are the tailwinds.
Omkar,Syngene & Garware Wall have informative threads on VP itself .
Vidhi is operating in the lucrative food color segment.Please go through a recent Edelweiss report freely available on its site.https://www.edelweiss.in/research/Vidhi-Dyestuffs-Manufacturing-Ltd--Expanding-for-the-Future;-Visit-Note/10006419.html
Alembic & Alembic Pharma (11-09-2015)
In all possibility the news article refers to Alembic Ltd and not Pharma..they wrongly mention Pharma in the article. There are no insider transaction in Pharma (as per BSE/NSE) whereas there is some transaction in Alembic ltd (that too most likely inter transfer of holdings)
Borosil (11-09-2015)
Borosil Glass Works approves buyback of equity shares @ 2500
Vivek Gautam Portfolio (11-09-2015)
Thanks for sharing your portfolio. Have few questions
Syngene - Was it a IPO allocation or a buy from open market?
Syngene - Looks like a great company. Did you buy it as a 30% compounder or a multibagger idea?
Vidhi - What are the growth triggers for this?
Thanks.
Prof. Sanjay Bakshi’s Lecture link (11-09-2015)
The thought process on the lecture * prejudices of Mr market* was excellent, though I must say the presentation could have been better. It seemed as if the prof was just reading out from a book...
Vivek Gautam Portfolio (11-09-2015)
Hi Vivek
Good to know ur churn, could you also explain your rationale for investment in these companies?
Particularly keen on VRL Logistics (how do u envisage its prospects with GST still a distant dream..), Omkar Speciality and Garware Wall Ropes
Rest could be good calculated bets. If i had to replicate ur investment themes apart from the rest maybe would have chosen Navkar Corp, Astec Lifesciences, Jubilant Lifesciences and Welspun India/ Kitex
Regards
Sreekanth
Vivek Gautam Portfolio (11-09-2015)
Posting after sometime.Holding on to most of the stocks except for Astral on which I fully booked the profit recently.
The recent additions have been
1) Strides Aroclab
2) Control Print
3) VRL Logistics
4) Syngene
5) More of PI industries@520-729
6) More of Avanti Feeds @1660
7) Vidhi Dyestuff
8) Omkar Spec Chem
9) Marksans
10) Garware Wall Ropes
Nearly 75-80% of portfolio is in stocks comprising of Avanti,Shilpa,TCS,Mayur,Repco,Aurobindo,Ajanta,PI,Page,Premco,OCCL,CCL,Kaveri.These are compounders & constitute my core PF IMO.
I hv been trying to invest in quality smallcaps which hv low mktcap vs opp size and can thus be a multibagger hence boosting the PF.
God has been kind & with help of friends here and over last few years these smallcaps invested earlier like Avanti,PFS,Premco,OCCL has given good return. Lets see how this year investment in these smallcaps work out.
Akme I hv taken as my investment in a start up to be looked after few years.LOL
Have booked profit in PFS,Ambika,DHFL,GRUH,welspun Ind etc.
Views invited on these picks.