You must write a book on your learnings from your market
Vivek,
Do you still hold AKUMS DRUGS in your portpolio, any views on this company?
It is back to IPO price.
Thank you!
IPOS are mostly trades specially if they r bull mkt ipos n held with a strict stop loss .
Bear mkt IPos come at good valuation n create good wealth.
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Hi Vivek
Joined this thread newly and enjoying it thoroughly ….
What does your current portfolio look like ?
Doing well.
Recently added GRSE Interarch Force Motors Aarti Pharma
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Booked good profits in GRSE after buying it in good qty post Q1 . Price rise was too sharp
Rest holding on as as opp size n mgmt quality remains good.
Force motor gave excellent returns in last few months to become my top holding as I average on upside as well based on triggers like good monthly sales, new orders from defence n state govt for ambulances . My bet was on Urbania to become a big hit in India turned out to be true,
NSDL also did a quick trade after buying on listing day n selling at good profit in few days
also bought Anthem bio in ipo on listing day and averaged on upside post Q1 nos. Mgmt quality n opp size remains good
Fractal analytics first pure play IPO has filed its DRHP. plz study it
Holding on to my other large holdings peacefully since last few years like HBL Engg, Nuvama wealth ,MCX. Aurionpro, VBL,Uno Minda. Inactivity pays if execution is good by ethical mgmt and opp size is large.
Transrail , SML Mahindra, Godfrey Phillips RECENT entries besides Anthem due to good nos
I am not sebi regd advisor. plz do your due diligence.
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Track platform cos closely as these asset light cos founded by well educated first gen technocrats backed by high quality PE players deserves special attention. Once op leverages comes into play top n bottom-line can rise sharply. Key is to focus on fwd PE.
Zomato Ixigo Blackbuk one shud carefully study. Discl recently invested in them post good nos
Both these cos came with IPOs recenly so journey has just started .opp size remains large execution good by first gen IITians entrepreneurs having good backing by Sequia Saif Steadview Elevation cap n Sanjeev Bhikchandani in Eternal gives comfort
Good Writeups on above cos tks to @theashworld who is doing great self less service to many readers of VPers.
Plz do your due diligence consult your fin advisor n I am not sebi regd advisor.
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@Vivek_6954 Any interesting IPO in the current flurry of IPO
Fascinating story. Averaged on upside post good nos . PE 27 ROCE 33%,Good promoters who execute well,cash flows low debtor days. Good exports post timely acquisition of a high quality co in Netherlands acquired cheap in 2008 crisis.
ANYONE HAVING RECENT agm notes ?
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Hi @Vivek_6954 , your thoughts on LG IPO listing day buy?
DONT GO overboard. Wait for good price to enter
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BlackBuck – Driving the Next Wave of Logistics Growth
A digital twist to the festive fireworks, BlackBuck (Zinka Logistics) – a tech-driven logistics platform for India’s trucking ecosystem - is another one of Solanki’s top stock ideas.
The company’s asset-light model and rapid digitisation push are unlocking massive operating leverage. As user addition grows and government boosts tech adoption in tolling and logistics, BlackBuck’s profitability runway looks long and bright.
“This is a high-growth, high-operating-leverage story,” said Solanki, adding that the asset-light model ensures incremental revenue quickly flows to the bottomline.
Despite a 170% surge in the last one year, Solanki is bullish on the stock’s medium-to-long-term potential, calling it a play on India’s digital logistics transformation.
With India’s growth revving up, Solanki’s three Dhamakedar Diwali picks - BSE, Fiem Industries and BlackBuck - may brighten your portfolio this festive season.
No wonder prosas took a big stake in Ixigo. They hv stellar track record took 45% stake in tencent 2 decades back in china and understand the digital n platform business v well.
All these platform cos are asset light high growth high op leverage stories under intelligent fanatics first gen IITian n likes promoters backed by quality PE players who have already done the homework on quality of promoters and balance sheet. Buy on dips these platform digital plays focussed on forward PE few years down the line.
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Acutass previously called AMI Organics I like . Bet on first gen technocrat promoters who execute beautifully and have growth mindset and CDMO & api and sp chemical sector where opp size is huge.
Discl Invested since long. averaged on upside post good nos in last 2 qtrs.
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Just stumbled upon this thread, absolute gem @Vivek_6954 sir. If possible can you please share your top holdings and the rationale behind the same, also how are you thinking about the next wave of tech companies coming up starting with Zomato (Eternal), which seems to be values like VCs would (on GMV multiples), but huge profitability challenges seen in Indian ecommerce by leaders like flipkart/amazon could suggest that profitability is not as easy as market seems to think and any growth seems to be baked in already.
Already mentioned if you go thru my portfolio thread
@vivek What is the good entry price Approximate range for LG and Anthem Bio
Lets wait for nos.
Anthem is from lumpy cdmo sector n current valns are high though promoter quality n execution is good..
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So true one should read and reread it.
Solid nos from Blackbuck
The company’s asset-light model and rapid digitisation push are unlocking massive operating leverage. As user addition grows and government boosts tech adoption in tolling and logistics, BlackBuck’s profitability runway looks long and bright.
“This is a high-growth, high-operating-leverage story,” said Solanki, adding that the asset-light model ensures incremental revenue quickly flows to the bottomline.
Blackbuck ppt NOV PPT Q2 FY 26.pdf (795.6 KB)
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@Vivek_6954 how do you value this business and what do you compare it to? Valuations are high, could be for reasons. From the superloads, whats the revenue you expect say 2-3 years from now, similarly how much run way left in core business (tolling, tracking, fuel), in short say 3 years from 3-5 years from now what the topline you expect and from there what could be the sustainable growth rate (if we assume they will grow at 30% for next 3 years), so does it justify the valuations?