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Mudit's Portfolio (Passively Active)
Hi friends, After long time , being a silent reader and contributor to few topics, I thought of sharing my portfolio and the strategy behind it. What I have done is , I shortlisted 12 stocks out of...
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Introducing Potley.in - Uncluttered stock profiling
Fellow value pickers, We are extremely chuffed to share you ‘potley.in’! What is this: Just another portal to explore stocks. In a world with many portals to explore stocks like screener.in (btw,...
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Ador Welding Ltd
About the company Ador Welding Limited (AWL) is the second largest player in welding consumable and equipment market in India behind Esab India. The company was incorporated in 1951 as Advani Oerlikon...
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Buying the pessimism: Trying to catch the bottom
Good day to everyone at VP. This thread is inspired by the deep value style of investing, in which the idea is to buy at pessimism, look at companies that are overlooked, currently out of favor and...
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2023 VP Annual Conference, Goa : Apr 27-30
This year we made a format change so that more folks could be accommodated. Aim was to take in 20 solid contributors 10 newcomers/wildcards 10 inhouse VP domain experts We decided to try a new...
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Rakesh Arora Steel Industry Presentation, 2023
Rakesh Arora has already been silently contributing at VP. Fortunate that we could unearth him in time to cover Commodities/Steel Cycle decision-making aspects. With Rakesh’s help and guidance VP...
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Digant Haria BFSI Presentation, 2023
Digant Haria’s Presentation was the most elegant, and wisdom packed BFSI Presentation I have ever seen. Digant is a wonderful grounds up data-driven guy and can simplify decision-making in Financials...
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Buying the pessimism: Trying to catch the bottom
Good day to everyone at VP. This thread is inspired by the deep value style of investing, in which the idea is to buy at pessimism, look at companies that are overlooked, currently out of favor and...
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Aman Sonthalia Sugar Industry Presentation, 2023
Aman Sonthalia (from Kolkata) made one of the most appreciated, sharp and impactful presentations at 2023 VP Annual Conference on the Sugar Industry. Aman_Sonthalia_Sugar_2023_VPConf.pdf (5.2 MB) In...
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Gourab Paul EV Ecosystem India, 2023
@GourabPaul assisted by @SushmitaPanigrahi our in-house EV Domain Experts (guided towards Actionables Roadmap very ably by @nirvana_laha) worked very hard to create this EV Domain Deep Dive...
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Aman Sonthalia Sugar Industry Presentation, 2023
Aman Sonthalia (from Kolkata) made one of the most appreciated, sharp and impactful presentations at 2023 VP Annual Conference on the Sugar Industry. Aman_Sonthalia_Sugar_2023_VPConf.pdf (5.2 MB) In...
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Timex Group (TGIL) - time to take notice?
Timex Group (India) Limited (TGIL) was incorporated in 1988-89 as a joint venture between Titan and Timex Corporation, USA – a 150-year-old global watchmaker selling its products worldwide under the...
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Windlas Biotech - Pure play CDMO currently at ~1.1x sales
Market History Windlas Biotech came out with its IPO in August 2021 at INR 460 per share/Market Cap ~1000 Cr. The IPO saw a good subscription response at that time at 22x Since then, due to headwinds...
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Buying the pessimism: Trying to catch the bottom
Good day to everyone at VP. This thread is inspired by the deep value style of investing, in which the idea is to buy at pessimism, look at companies that are overlooked, currently out of favor and...
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Virtuoso Optoelectronics Ltd - A promising micro Cap
Brief introduction about the company Incorporated in 2015, Virtuoso Optoelectronics Limited manufactures consumer durable goods, assembles a wide array of products, and provides end-to-end product...
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Aman Sonthalia Sugar Industry Presentation, 2023
Aman Sonthalia (from Kolkata) made one of the most appreciated, sharp and impactful presentations at 2023 VP Annual Conference on the Sugar Industry. Aman_Sonthalia_Sugar_2023_VPConf.pdf (5.2 MB) In...
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Buying the pessimism: Trying to catch the bottom
Good day to everyone at VP. This thread is inspired by the deep value style of investing, in which the idea is to buy at pessimism, look at companies that are overlooked, currently out of favor and...
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Using Screener.in "Text Search" best-in-class capabilities
Hi, We all know how quietly Screener.in incorporates latest features/functionality to make our investing lives easier and more productive. Latest addition was the Summary Notes - again Screener was...
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Buying the pessimism: Trying to catch the bottom
Good day to everyone at VP. This thread is inspired by the deep value style of investing, in which the idea is to buy at pessimism, look at companies that are overlooked, currently out of favor and...
View ArticleClik here to view.
Phantom Digital Effects Limited
Phantom Digital Effects Limited Incorporation dated February 2, 2016, a Certified Trusted Partner Network (TPN) company, full-fledged creative VFX studio, based in India with offices operating in US...
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