https://twitter.com/caprize_invest/status/1776231329568559146?s=20
SOME GOOD DATA POINTS on wind energy and renewable sector. sanghvi movers shud benefit
4 Likes
The learnings remain still valid helping PF remains strong and at ATH.
Hope VPers got through them and benefitted,
Switching from laggards like chemical sector in April 23 to sector with tailwinds like Power, Renewables,Ancillary play on renewables, IT products, Transformers, Capital Mkt, Wealth Management ,select consumer retail plays helped
Besides ethical management who wont shortchange minority shareholders & execute well investing in sector with tailwinds and giving time to your investments also very important
7 Likes
3 Likes
Who says IPOS seldom make money. Kaynes Technologiesa shining example of big wealth creation by betting on fist gen technocrat entrepreneur who execute well good ROCE moat and opp size is huge. Key here is not to get distracted by optically high PE but focus on multiyear fwd basis as opp size is huge
Kaynes IPO came at 587 In Nov 22 & NOW TOUCHING 4500 .
Disclose Invested in ipo & since long
9 Likes
AKUMS DRUGS IPO seems a good IPO closing on 1 Aug 24.
1 Like
John (Jack) Bogle founded Vanguard, building it into one of the world’s largest and most respected investing institutions on the planet Championing low-cost index fund investing, he’s enabled millions to build long term wealth Here are som pearls of wisdom from the man himself
- ‘Don’t look for the needle in the haystack. Just buy the haystack!’
If you don’t enjoy stock research, or you’re new to investing and want a minimum effort approach, just buy low-cost index funds
-
‘Investing is not nearly as difficult as it looks. Successful investing involves doing a few things right and avoiding serious mistakes.’ From my years of investing and coaching others, the biggest mistake I see people make is overcomplicating their strategy. Keep it simple!
-
‘Time is your friend; impulse is your enemy’
Invest with a long-term outlook of multiple decades and avoid buying the hype or out of FOMO. Hold strong businesses/index funds over the long term and you’ll do better than most.
- ‘Where returns are concerned, time is your friend. But where costs are concerned, time is your enemy’
Compound interest is a beautiful thing. But every day it’s not working for you, it’s working against you. Particularly if you have debts
- ‘If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks’
If you could go back in time and pick the best-performing stocks of the last 5 years, your portfolio would suffer several 40% dips. Volatility is the price you pay for high returns.
‘Learn every day, but especially from the experiences of others. It’s cheaper!’
- ‘Fund investors are confident that they can easily select superior fund managers. They are wrong.’
If you’re going to invest in a fund, make it a passive one. Most active managers fail to outperform the passive funds.
7 Study those who’ve succeeded where you wish to succeed. If someone’s book can teach you in 30 mins what would take 5 years to learn from trial and error, it’s worth the investment!
- ‘The true investor… will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.’
It takes time to master, but always stick to the fundamentals!
- ‘In the long run, investing is not about markets at all. Investing is about enjoying the returns earned by businesses.’
Never forget, investing is buying part ownership in a company. Make sure it’s a company you believe in long term.
-
‘My biggest prediction for the future is that people are going to start looking after individual investors.’ This was an interesting one, because he’s spot on. Investing for retail investors is more accessible and cheaper than ever!
-
‘The stock market is a giant distraction to the business of investing.’ Don’t let the reams of ticker symbols, daily movements, articles and information distract you from why you’re investing in the first place. Stick to your strategy and ignore the noise!
BONUS quote:
‘The historical data support one conclusion with unusual force: To invest with success, you must be a long-term investor.’
Simple facts: most short-term speculators (swing and day traders) lose money. The longer you hold, the more likely you are to succeed!
22 Likes
Check out CDMO player Innovasynth reversed merger recently still at 200 crore mcap
Check out Rajan Raheja group Innovasynth recently reversed merged - CDMO player at 200 mcap - 100 % allocation
1 Like
AKUMS just posted the Q2 results, wherein the YoY revenue dipped a bit, whereas new profit doubled. However, the market has not cheered this news with the stock being down 4% today and about 40% down from its peak post-IPO in August.
If anyone attended their con-call, can you pls share your notes?
Looking to understand the growth story from here, and short term triggers if any
thanks
Operating profit is down from 152 cr to 121 cr yoy. The PAT looks double optically only due to negative 21 cr other income in Q2FY24 vs 17 cr positive in Q2Fy25. Also the tax is unusually high in Q2FY24.
disc.: Not invested
1 Like
3 Likes