Grizzly bear portfolio - keep it simple
@hiral wrote: Hello Friends, I will be sharing my investment style and portfolio on this thread. I would appreciate reviews / feedback from esteemed valuepickrs. About me: I started trading,...
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Abhi's portfolio
@abhijain wrote: Dear Valued members, Utmost thanks to the founding members(Mr Hitesh,Ayush,Abhishek,Donald,Manish and others) for this excellent platform to learn and attain financial independence. I...
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Harsh's Coffee Can Portfolio: Views Invited
@Harsh1 wrote: Hello Fellow Members This is my first post (i have been silent reader all these years ) and i post my portfolio here This was supposed to “Fail safe ” Portfolio but now its “ Ticking...
View ArticlePortfolio rationale
@Worldlywiseinvestors wrote: Have made a portfolio of 15-20 stocks along with a watchlist of 15-20 stocks. Basic underlying theme of the folio is market share gains by the companies that I own in the...
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Inox Leisure- A faster running horse?
@Akshada_Deo wrote: A few things to understand about the Cinema/multiplex space. ATP- is the average ticket price F&B SPH- is the food and beverage spend per head Occupancy- The number of seats...
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Sandur Manganese
@basumallick wrote: About the Company: 65 Year old company Y.R. Ghorpade, the former Maharaja of Sandur, after he merged the Sandur State with Union of India, was awarded a mining lease over an area...
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Polycab India ~ Connection Zindagi Ka - W&C, FMEG and EPC Player
@sujay85 wrote: About Polycab India Ltd. Established in 1964. Incorporated in January 1996. Listed in April 2019. Journey.png983×444 76.6 KB Domestic leader of W&C Industry: 86% of revenue [Power...
View ArticleVenkat's Portfolio - 2022
@Venkat.Anna wrote: Dear Forum Members, I have been investing in stock market since 2009 onward’s after the subprime crisis. I started earning/saving only after 2008 time. During the crisis I was...
View ArticleAngel Joseph's portfolio
@Matt1985 wrote: Hi All - The below is the portfolio of my wife, Angel who has scant experience in investing. While she has started to read and learn from this forum, I have volunteered to create this...
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Inox Leisure- A faster running horse?
@Akshada_Deo wrote: A few things to understand about the Cinema/multiplex space. ATP- is the average ticket price F&B SPH- is the food and beverage spend per head Occupancy- The number of seats...
View ArticleVP Chintan Baithak Goa 2019 - Sector: Asset Management & Wealth Management
@zygo23554 wrote: Sector view on one of the emerging sectors - asset management and wealth management. As of now we hardly have companies in this sector but this number is likely to go up over the...
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Akshada's portfolio: Views are welcome
@Akshada_Deo wrote: Hi everyone, I’ve started to invest pre elections and these are my investments: I’ve bought patiently on dips and my portfolio is 2% down ytd. Rationale behind each: Vinati...
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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...
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Trent -- A value unlocking story from the house of TATA
@KC1986 wrote: Of late I am writing this topic after going through multiple reports about the retail industry and different players in this industry. So you can find a nice summarized view of the...
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AA - Abhishek's Attic (place to store stuff to clear my head)!
@basumallick wrote: The Quant Journey With 2 recent books on investors / traders who were predominantly quants, there is seemingly an awakening of quantitative methods amongst investors in India. The...
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Racl geartech limited
@Shikhar wrote: RACL GEARTECH Market cap – 75 cr , CMP – 68 , Book Value – 65.5 , ROE – 16 % , ROCE- 17% Promoter holding – 51.12% ( 28.54 % pledged) Established in 1989 , based out from New Delhi RGL...
View ArticleGrizzly bear portfolio - keep it simple
@hiral wrote: Hello Friends, I will be sharing my investment style and portfolio on this thread. I would appreciate reviews / feedback from esteemed valuepickrs. About me: I started trading,...
View ArticleClik here to view.
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...
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Nigam Coffee Can Portfolio : Request Views
@Himanshu_Nigam wrote: Hello, This is my first post on the forum, having learnt a lot from the various posts. I work in the Corporate Banking domain for one of the main Private Banks, so going through...
View ArticleKotak Mahindra Bank - Low Cost Liability Banking Franchise
@lingalarahul7 wrote: Kotak is a well known bank across the country. Since there is no existing thread, I would like to take the opportunity to create one. Key banking numbers in FY19: PAT Margins:...
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