@harsh.beria93 Are you rethinking about the investment in BAT? The stock has taken a huge hit and the news has been particularly bad - https://edition.cnn.com/2023/12/06/business/bat-cigarette-brands-writedown/index.html
Excellent article reference @vishalc . Thanks for posting this insight!
InMode, VFC and BAT are very different.
InMode: I feel very confident about this, and have been buying regularly. Its not very often that one gets to participate in very high ROE, very high margin free cashflow generating business at 10x PE. I am hoping that growth slowdown is temporary.
VFC: Here stock price has gone down when business is facing challenges. I haven’t done anything after February 2023, when I last bought around $25.
BAT: I feel very confident because business has not been affected and its largely a perception issue. Also they are not highly leveraged and are generating a lot of freecashflow.
If you know which stock will move tomorrow, its better to sell everything and buy that. Unfortunately, I dont know that.
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hi Harsh,
what are you thoughts on potential market size for inmode as once doctors install their machines, replacement may not be needed for years. so, in terms of growth and longevity of growth , do you a runaway unless they develop new product? recurring revenue is 20% or less. so sales growth is dependent upon 80% sales of their machines
Hi what website do you use for getting such data? Like we have screener is there any global website for checking such data for global companies?
Tikr.com is mentioned in the photos at the bottom right corner.
Also for US markets, you can try stockrow.com, All Stocks | Complete List of Stocks | Seeking Alpha
But unfortunately nothing as capable as free screener.in. I don’t know about paid softwares for us markets.
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Hi Harsh,
Hope you are fine. There has been no update since around Nov 2023. It would be great if you can share your current approach to global markets, as it helps people like me to learn and grow.
Thanks.
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Hi Harsh,
Are you still active with your global portfolio? Any new regions that look interesting? I have recently started exploring on diversifying outside India, US and Greater China. Let me know your thoughts.
@harsh.beria93 Can you post an update on your global portfolio. Its around 9 months since the last post. Thanks !
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