@LarryWink juicy questions!
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I am throwing darts in the twilight with some of the 28 odd bets I have in folio. Exicom is based on their friendship with Jio, and hence also the powers that be. HFCL had a good run in 90s before intense competition hit, and also maybe not investor friendly. My best guess is generational change may happen. Thanks for the updates and congratulations!
Yes, chargers and batteries are both critical for renewables adoption, here they have shown good judgement by getting out of EV batteries when the heat got too much for them.
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TRIL seems a good bet since itās doing a vast range of products some of them niche but at current levels it can give some shock. Bharat bijlee seems safer bet, they seem to be transforming 
DISCLAIMER : this is not investment advice, I am not a sebi registered investment advisor, please do your due diligence before investing.
3 Likes
@hardik_shah1
I mostly go for smaller caps which means tier-2 basically, reasons remain potential faster growth, the biggest reason, also potential re-rating opportunity as they are relatively undiscovered in the market.
I donāt track companies much, just look at opportunities which happen to come under my lens momentarily, just my investing habits.
4 Likes
Do you invest in mutual funds also as your core portfolio other than this stock portfolio, and if yes, how you divide the percentages amongbthe two?
@LarryWink After taking a preliminary glance, on most fundamental parameters, i find Shilchar and Indo Tech better companies than TRILā¦Am I reading it wrong?
1 Like
@Mudit.Kushalvardhan nothing in mutual funds, though I have started doing some fixed deposit due to family pressure, target being about 5-10% of current AUM.
3 Likes
Hello Vikas Sir, Are you still holding Ceinsys given the not so good report and selloff?
1 Like
Hello @sbuy210, have made no change in Ceinsys holding. The only big change in folio is selling off All E tech, this is to pay taxes. Also because IT sector may face stagnation for sometime.
DISCLAIMER : this is not investment advice, I am not a sebi registered investment advisor, please do your due diligence before investing.
2 Likes
Latest folio status:
CAGR approx 35% since inception, 6.75 years ago. Currently 10% up from previous peak. 175% up in past year.
Total 28 stocks.
| Company name |
Last price |
Cost per share |
% of Total |
Return % pa |
Total Returns % |
Current Returns % |
| KPI Green Energy Ltd. |
1857 |
53 |
9.8 |
191 |
4982% |
3371% |
| Tinna Rubber And Infrastructure Ltd. |
1421 |
99 |
9.5 |
308 |
1469% |
1333% |
| E2E Networks Ltd. |
1739 |
614 |
7.7 |
769 |
184% |
183% |
| Shilchar Technologies Ltd. |
5675 |
2378 |
6.3 |
510 |
141% |
139% |
| Ceinsys Tech Ltd. |
510 |
355 |
4.2 |
112 |
44% |
44% |
| Azad Engineering Ltd. |
1798 |
1159 |
4.1 |
302 |
55% |
55% |
| 3B BlackBio Dx Ltd |
1137 |
355 |
3.7 |
60 |
390% |
220% |
| Gujarat Themis Biosyn Ltd. |
464 |
124 |
3.6 |
80 |
428% |
275% |
| Exicom Tele-Systems Ltd. |
321 |
242 |
3.5 |
182 |
33% |
32% |
| Ugro Capital Ltd. |
278 |
196 |
3.2 |
22 |
75% |
41% |
| Sharda Motor Industries Ltd. |
1753 |
1232 |
3.1 |
59 |
49% |
42% |
| Interglobe Aviation Ltd. |
4285 |
3197 |
3.1 |
36 |
36% |
34% |
| Zen Technologies Ltd. |
1063 |
857 |
3.0 |
78 |
24% |
24% |
| Arman Financial Services Ltd. |
2459 |
2235 |
2.9 |
9 |
10% |
10% |
| Indraprastha Medical Corporation Ltd. |
250 |
188 |
2.9 |
115 |
34% |
33% |
| Time Technoplast Ltd. |
305 |
221 |
2.9 |
39 |
32% |
38% |
| Godawari Power And Ispat Ltd. |
1093 |
763 |
2.8 |
15 |
48% |
43% |
| Anuh Pharma Ltd. |
232 |
204 |
2.6 |
48 |
14% |
14% |
| Satin Creditcare Network Ltd. |
245 |
257 |
2.6 |
-12 |
-7% |
-5% |
| Natco Pharma Ltd. |
1208 |
1090 |
2.6 |
65 |
11% |
11% |
| Sanghvi Movers Ltd. |
1123 |
1036 |
2.5 |
25 |
8% |
8% |
| Permanent Magnets Ltd. |
1095 |
1059 |
2.4 |
10 |
3% |
3% |
| Kotyark Industries Ltd. |
962 |
1247 |
2.2 |
-52 |
-23% |
-23% |
| Caplin Point Laboratories Ltd. |
1398 |
806 |
2.2 |
72 |
125% |
73% |
| HBL Power Systems Ltd. |
479 |
580 |
2.1 |
-43 |
-18% |
-17% |
| Shivalik Bimetal Controls Ltd. |
544 |
147 |
1.9 |
54 |
362% |
270% |
| Beta Drugs Ltd. |
1242 |
1509 |
1.7 |
-35 |
-22% |
-18% |
| RBM Infracon Ltd. |
561 |
667 |
1.1 |
-39 |
-16% |
-16% |
| Total Stocks |
|
|
100 |
35% |
160% |
75% |
Past year graph: (courtesy zerodha)
My folio just moved 150% from the peak it had in August 2021, in 3 years, while sensex has moved 25%, adding back all withdrawals, including that paid for taxes which is not really fair maybe, but letās say we are looking at pre-tax returns. Biggest chunks withdrawn in past few weeks. Maybe micro or small cap index is better for benchmark but I am just choosing the headline index.
I am under family pressure to build up 10% of current assets deployed into a fixed deposit, to do this I am slowly selling that much worth over 2-3 years, thats all.
Valuation is just OK, but technically its looking like any wild upswing is too crazy at least for smaller caps, maybe larger caps do better.
28 Likes
The change since last update is selling off phantom digital and converted into natco pharma.
Yes, I am holding several with losses but atleast with convinction enough to be patient. I would have liked to be patient till 450 mark but maybe the Natco train would have left the station by then and given bigger returns. I am increasingly convinced AI is going to be very disruptive like what mechanization did to handloom etc, for a few industries atleast.
This was the biggest loser among the current holdings, next only to kotyark.
Natco looks cheap because of issues with US market, now doing well.
4 Likes
Hi. Would it be possible to share the reasons for exiting Phantom?
@aadhar.aggarwal I donāt think itās a structural story any more. Itās speculative to try and guess what AI capabilities to do with graphics genre can be. I choose to to be cautious in this aspect. As shorter term is muted by preferential dilution, showing in valuation derating. Itās also the case that better bets are there. SME volatility and illiquidity are difficult to handle sometimes.
1 Like
Thanks for sharing updates, This Is not related to your holding company, but can you please share your insight on Route Mobile. Thanks.
@Abhi_Patel I have very little clue about this one. Messaging didnāt seem a very high growth area so now valuation looks at fair value. More and more non SMS routes are being used where competing can be difficult.
Disc: unqualified to advise, hence please do your own research.
1 Like
@vikas_sinha: Your views on Caplin Point?
Hello Vikas ji,
Just going through E2E networksā¦3 concerns :
- Currently Trading at P/E of 115.
- Current Debt to Equity above 2.
- In last Q4 earnings conference call, CEO Mr. Tarun Dua was in a hurry to close the conference call.
Would like to know your thesis hereā¦
Regards
Caplin is a decent steady compounder. Iāve invested to catch a faster growth phase with the sterile injectibles expansion in US, among other expansion plans. Having booked 50% of the position till now, plan is to keep watching and be satisfied with the projection of the company management. That valuation gives a decent return on the long-term.
Disc: unqualified to advise, hence please do your own research.
4 Likes
Vikas ji,
What are you doing with Exicom? 
What are your short-term views on it? Do you think the prices are topping out from a short-term perspective?
D-Invested. Tempted to book some.
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Lower PE cannot be expected by the market since the hype is big and opportunity too.
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Yes, DE is tough but required to achieve high level growth, better than equity raise. Growth phase is likely to mute profits but some patience is needed.
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Con call looks decently long and detailed, very good for supporting the thesis.
Thesis essence is captured by this news about AWS cloud
2 Likes
Just holding on for a steep rise 
Yes, momentum took me by surprise, I donāt know much detail, thesis was just based on the ev charging and bess/grid storage boom, for the long-term, betting on a biggie player.
5 Likes
