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ValuePickr 2.0: Time to Review 2010-2019, and set Roadmap for the next Decade
@Donald wrote: Hi Guys/Ladies, Greetings in the New Year!! Its been a long sabbatical . Last I posted was probably in Mar 2018 on NGL Finechem! I regret the prolonged absence - much of it was...
View ArticleDivyanshu's Portfolio
@Divyanshu_Bagga wrote: I finally managed to convince my father to move a part of his real-estate investments to equity. So I am trying to build a portfolio for him which has low volatility and yet...
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Business Quality 2.0: Towards a more holistic VP BQ Framework for Emerging Moats
@Donald wrote: The objective is to arrive at a more holistic framework for evaluating businesses with “Emerging Moats”. Businesses not fully-discovered by the market yet, or discovered, but...
View ArticleDivyanshu's Portfolio
@Divyanshu_Bagga wrote: I finally managed to convince my father to move a part of his real-estate investments to equity. So I am trying to build a portfolio for him which has low volatility and yet...
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Using Pivot Tables/Charts, Slicers & Screener to Semi-Automate Historical...
@hack2abi wrote: Firstly, I would like to deeply thank Mr Pratyush Mittal and his team at Screener.in for developing this amazing website and making it freely available to everyone to use, without...
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Galaxy Surfactants
@deevee wrote: Hi All Starting this thread on Galaxy Surfactants as I could not find any thread on it. Moderators please feel to change if required. Thanks. What are surfactants? Surfactants are...
View ArticleImproving content quality, data cleanup, flagging misuse and other...
@basumallick wrote: Since the VP community keeps growing and a large amount of content keeps getting added every day, there is a need for all active members to help to keep the forum content quality...
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United Spirits Limited (USL) - Diageo India
@suru27 wrote: Was surprised to see that one of most well-known company does not have a thread and thought to create a thread for the same. However, going through researching this script has been one...
View ArticleValuePickr - Chintan Baithak 2019 Indian Equities Market Past Return
@dd1474 wrote: Turn to Look at Return While reading CSFB Annual return studies, which provide for Global Equities and other asset class return over the years and also for individual country, I realize...
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VP Stock Story 2.0: Kickstarting individual(s) ownership of compact Updated...
@Donald wrote: Back after a small gap. Quickly realised from discussions with committed VP old-(&new)-timers that probably the fastest, and the most impactful work that we can do at...
View ArticleVP Cyclicals 2.0: Cement Industry Key Issues & Cyclicality
@ashwinidamani wrote: On prodding of @Donald posting my exisiting work on Cement and further on will add inputs on Birla Corp Cement can be sold to two sets of customers Retail Customer – Trade...
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IRCTC: a necessity, a monopoly
@deevee wrote: Hi there everyone, In our IPO discussion thread we had posts prior to listing of IRCTC. I could not find a thread on IRCTC therefore I am starting one. Request VPers to start...
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SBI Cards & Payment Services Limited
@karu_lamborghi_ wrote: I am initiating a thread on SBI Cards. The company has filed a DRHP with SEBI and is expected to come out with its IPO. This is an attempt to simplify the DRHP to better...
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Burger King The much awaited IPO of 2020
@KC1986 wrote: While I am writing this thread Buger King India received SEBI approval to listing. This IPO may be the most awaited IPO of 2020 considering the fact that India has long runway for...
View ArticleCompilation of recorded Red Flag instances
@naruto wrote: Appreciation of capital is good but protection of capital is equally important. Young gullible investors who just learn about terms like p/e or other ratios will find lot of companies...
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Framework/Guidelines for Handling Panic Situations in the Market
@rupaniamit wrote: Moderator - if you think this post can be moved to an existing better suited thread, please do so. I didn’t find one, hence created a new thread. Sorry for long post. But I hope...
View ArticleCrisis 2020 - Where to invest safely?
@okhade wrote: I have been a regular reader to this forum and benefited tremendously. My contribution was less so I thought to pen down my limited views to contribute to this forum. Below is my...
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ITC: "Will"(s) "Gold Flake" assist "Ashirwad" to win "Bingo!"?
@dd1474 wrote: Background: Established in 1910, ITC is the largest cigarette manufacturer and seller in the country. ITC operates in five business segments at present — FMCG Cigarettes (since...
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Market Meltdown, the Virus, and our Actionables
@Donald wrote: Beginning of March, around Holi started speaking to some Market veterans I resonate with and who have seen 2-3 market cycles of this nature. Till then even I was in the sanguine camp,...
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International Generics 2.0: Embedding new Learnings in a re-drawn Map
@NauticalTwilight wrote: This post deals with overall introduction to the International Generics industry At the outset, kudos to all the folks (@crazymama @ankitgupta @ananth @Donald @spatel ) who as...
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