The ART of Valuation

[valuestudent]

This.

Hitesh portfolio

@valuestudent, I have remained almost 100% invested in stocks all through the past few months. I often feel tempted to get into cash off and on but till now have resisted the temptation to do so. Primary reason being that I find conflicting signals coming through while looking at the markets. There are some segments of markets that seem frothy like the high quality basket consisting of stocks like dmart, bajaj finance, HFCs etc. Even some perennial laggards like GVK, HFCL etc are showing some …

Best Regards