Lucky to have won the ovarian lottery - born in India; >10% nominal GDP growth, 1.3B population, low base.
Lucky to have come across ValuePickr platform - one that focuses on good process. If you have got the process right, the results will follow.
Lucky to have access to different investment styles, experiences and methods used by successful investment gurus at the click of button.
As a student, am doing a simple task of working hard to read, understand, digest and apply the VP processes and invaluable experiences generously shared by investment gurus. Thankfully, have got passion and a bit of temperament. Has been an awesome journey so far. Hope the good run continues…
Thanks to everyone for the tremendous collaborative effort and knowledge sharing.
@lustkills Sandeep bhai - I am trying to find some good, reasonably valued companies in food industry. (especially organic segment). I am sure you are aware of the long runway ahead for the organic food industry in India. Do you like anything (not a tip seeker)…just trying to dig more into this sector as everything i find looks overvalued ;-)? Heritage foods, Hatsun, Tasty bites, ADF, DFM (not necessarily organic) are good businesses but extremely overvalued at the moment. Would love to hear your thoughts.
India has one of the fastest growing middle class. At current rates of growth, by 2021/22 India may have as many households with disposable income of $10,000+ as the U.S. or the eurozone. Exciting times ahead.
Great to get update on your portfolio. Just one unwanted advise. It seem you have too much concentrated on NBFC/HFCs with 5 of total 16 names being from that sector with Bajaj/Piramal/Edelweiss/Muthoot being 4 of top 7 seven holding.
Also, you may explore looking at metal/infra sector in your opportunistic part of portfolio in my opinion.
Good to see you have adpted learning technical analysis. I still do not have confidence in my skill
Plenty of opportunities around; not at no-brainer mouth-watering level though. Balancing risk-reward and capital allocation remains the key (more so in current times).
Learning to navigate this volatile period. Bullish. At the same time on tose because of interest rate cycle. Interesting year ahead - mix bag of opportunities and risks. Cheers.