The following link is real weekend treat for Warren Buffett
and Bill Gates followers . Rest all please do your own arrangement for perfect
weekend treat :)
It talks about 25 Years of Learning and Laughter of Warren Buffett and Bill Gates' friendship . You will know more Warren Buffett after reading this. But this time , I will suggest, don't follow him blindly(diet). :)
Note : You will connect to it more if you read it by eating Oreos
and having VR headset. So please arrange those first :)
SNAPSHOTS OF AN AMAZING FRIENDSHIP
https://www.gatesnotes.com/About-Bill-Gates/Snapshots-of-an-Amazing-Friendship
https://www.gatesnotes.com/About-Bill-Gates/Snapshots-of-an-Amazing-Friendship
25 Years of Learning and Laughter
https://www.gatesnotes.com/About-Bill-Gates/25-Years-of-Learning-and-Laughter
sir, Did you mean that a crash in market is in the offing by saying "FEARFUL"? Further, we are missing stock ideas from you in the last one year.
ReplyDeleteHi Madhu ,
DeleteI can't predict but if go by symptoms and hints we are in bull market and current phase is between Exhilaration and Euphoria phase of the following image (cycle of market ).
http://www.stock-options-made-easy.com/images/bull-and-bear-phases.png .
If this phase continue then some smart investors will make huge money . But some investors like me will be skeptical .
No once can predict stock market direction constantly. I one think so then one is fooling oneself .
We can't even take all amount from stock market and wait for correction , But need to be careful before putting new capital in stock market .
Sir long time no new pick......waiting sir....
ReplyDeleteYes agree , however, I have written article on four picks (Intrasoft , Olympia , TechNVision and ADI Finechem Limited.
DeleteSome readers even given credit to me introducing to Satin Creditcare in Sep 2015 (price around 120-130) which was unknown to most investors that time ( http://value2wealth.blogspot.in/2015_09_01_archive.html ). But , unfortunately , myself grabbed very few shares at that price because I was waiting for correction . I had to buy most of the shares at 250 to 300 level . Hits and misses are part of every stock investors life .
My past learning mistakes(Chowgule ,Future network) insists me to discuss stock picks which has satisfy most of learned criteria .
I have shortlisted few picks but I want pick which has margin of safety with same time growth also and satisfy my checklist criteria ( I am OK with few least important criteria for exception).
Dear Sir,
ReplyDeleteEagerly waiting for new hidden multibagger stock , god bless you always....
Little good news about Olympia Industries Ltd market lot is changed to 1 from 100 and groups changed to XT from P.
ReplyDeleteI hope now some more brokerage houses will allow trade in it. Definitely , It is one step forward.
Details at : http://www.bseindia.com/markets/MarketInfo/DispNoticesNCirculars.aspx?Noticeid=%7B56B5CA7C-F5AE-4517-9712-F112815ECF1B%7D¬iceno=20160714-34&dt=07/14/2016&icount=34&totcount=36&flag=0
So can i deploy the money in Olympia?
DeleteHello Gaurang ,
DeleteIt is up to you, I already invested in it with Avg price around 137. I can’t buy more because It has already reached to my limit percentage allocation of my portfolio. So far, by looking market price point of view, this stock idea is rejected by the market. But I still love this stock. It is simple FNFG trading business. They are doing business in front of your eyes, far better than onion type of companies. You can keep an eye on feedback, listing, deals and listed item count etc.. You can’t make business decisions, but business is front of your eyes, just click away. You can see by listing search they are one among the best sellers for Philips products or they are increasing listing counts or they are increasing focus on toys which were not earlier like all this in front of your eyes. Even if they include some more brands like then you can see it immediately. I hope they start selling Patanjali, which is in high demand ASAP. More than Patanjali , Gangajal is in high demand :) . Any more suggestions ? . They are right now competing with Cloudtail whose objective is not to make money, but help parent company Amazon to expand. I am not sure why Narayan Murthy is burning his hard earned money in Cloudtail, he might have some long term objective which we are not able to understand.
You need to take decision, but I would suggest to wait for this quarter result. If this quarter it shows some profit with EPS of at least 3.5 then it will have TTM EPS of 20. If that happens then current price is quite attractive. The flip side of this approach is that stock will move fast to next level without giving entry to you. However, If result are not good, then you may get it at the current level or lower level.
Dear Sir,
DeleteThanks for giving valuable advise , i will share some interesting data data at your mail id
sir can you update your further view on TechNVision lots of announcement came after your last uodate on the company
ReplyDeleteSir,
ReplyDeleteNo new stock in your radar like earlier multibaggers?
Hi Madhu ,
DeleteI have found a small cap stock which is good and have some margin of safety as well. I am going to publish it on this Sunday night . Please don't expect good run like Intrasoft but It can be slow compounding stock. I am announcing early this to help my regular blog visitors .
Sir entered today in Olympia.hope to c good growth .
ReplyDeleteWelcome Snehal to difficult ride of Olympia . But , I am still sure It will rewarding in end if have patience to hold .
DeleteNavin Pansari is well qualified to take Olympia Industries Ltd to next level . He is IIM(A) graduate .
He has big role in success of Rashi Peripherals p. ltd . . Rashi Peripherals has grown consistently over the years @ CAGR of 29%.CRN Magazine had ranked Rashi Peripherals at No.1 (in group B) The Best IT distributor in India.
He need to show some more hunger for growth.
Good Morning Sir,
ReplyDeleteI am a silent follower of your blog.
Can you share you views on AIMCO PESTICIDES in long term..??
Awaiting your reply..
Thank you
Rajeah
I generally don't comment on stock which I have not studies in details . Generally , we provide our opinion on what we see by just over viewing at high level , but when we do details analysis our high level analysis become void due to new facts emerged in detail scan. I do get very little time from my regular job to do things related to stock market. So , I can't do detail analysis of other stocks than my interest.
DeleteAimco Pesticides Ltd was earlier turnaround candidate . It is already started to make profits which is captured in price .It is making good free cash flow but It has history of inconsistent profit .
So , If you buy at current price then you should be on your toe to sell . I mean you should be aware when to sell . You can make profit only if it expand NPM since no major capex has been taken so far .
If you are aware of any capex in future or you are sure about increase in NPM , and have skill to sell near right time then buy it .
If you are looking same space(chemical) then do further research on GHCL Ltd . It looks good .
Hello sir, GM .your view pls for Vedwaag systema and softsol .
ReplyDeleteSir,
ReplyDeleteI fervently request you to see whether LT Infotech (LTI) is worth investing for long term. Thankin you. MADHU
Hi Madhu ,
DeleteLT Infotech is new to stock market and it is very large to analysis in little time I get for stock market from my day job .I am not full time investor . I hope you can understand .
Sir,
DeleteI will be awaiting for your input till you find time. my mail id is : msatribeni@gmail.com.
Thanks.
Waiting for ur picks.it is Sunday night
ReplyDeleteHi Anand ,
DeleteI already publish it (Bluechip Tex Industries Ltd) .
Hi,
ReplyDeleteI came across your blog when searching for blue chip tex..Are you still tracking it? Is it worth buying at current price?
Any other share recommendation at current date apart from this?
I would appreciate if u could take your time out and reply.
Thanks
Rajesh
Hi Rajesh ,
DeleteI am still holding it (around 1% of my portfolio) . It is not kind of stock I usually buy but It is borrowed Idea from other experts . But, It is trading at low valuation and having good cash flow . Recent quarterly result were below expectation .It can't be fast multibagger but can grow steady .