Profit Booking Call

Intrasoft Technologies Ltd.

We have initially recommended Intrasoft when it was trading in range of 45 and 52  in Dec 2014

http://value2wealth.blogspot.in/2014/12/conclusion-intrasoft-technologies-ltd.html

http://value2wealth.blogspot.in/2014/12/e-commerce-intrasoft-technologies-ltd.html

Now, it is trading at Rs 509. It is 11.31 times return from a low price of Rs 45, excluding dividend.

Some of the followers might have bought in the range of 45 to 55, but most of them might not have the patience to hold for the long term. So not many of my blog followers might have lucky to make more than 10 times on this Intrasoft.

Nevertheless, it was a fruitful journey. Now, I am giving profit booking call on Intrasoft to sell your 90% quantity. You can still remain invested with 10%.

Intrasoft story is still intact but there are going to be headwinds for growth. This is my gut feeling that time to book profit in Intrasoft , One can’t express every investment decision in words .

Olympia Industries Ltd :

 Similarly, I am also concerned about the total number of feedback count on Olympia Industries Ltd which is good indicators of performance of the company.

GST has even impacted cloudtail . They were earlier having two entities Cloudtail and Cloudtail India. One of this (Cloudtail) has stopped business. So if you combine sales of both then they are also seeing the decline.

Before GST implementation (till June) Olympia has reached to 10000 listing from normal 6500. But now it came back to below 5000.So definitely a concern. It is not working as I expected .This is may be due to GST .We may see the impact of it for next 1-2 quarters. If you wish then book profit and move to another counter and come back once see some visible positive indicators. BTW, I will still remain invested in it. May be if I decide to sell in near future then I will sell around 20% quantity.

TechNVision Ventures Ltd:

Solix technologies(TechNVision) is concept stocks . I am going to give time till at least till 2020. I am not going to sell before that unless something drastic negative happens. I believe the story is getting unfolded nicely but it is not getting captured in numbers. I believe, first, it should be captured in top-line growth, then in the bottom line.

Next Stock Pick :

Finally, I got some value pick with the margin of safety. But, It is illiquid stock. I am also waiting for some correction in it. But, in the bull market sometimes waiting may be a costly mistake but it doesn’t look like it will move fast. I will work on writing analysis next week-end. Till then bye .

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My first 150 times bagger in 50 months : Power of Sequential Multibaggers

First of all Shubh Ganesh Chaturthi to you.

Generally, luck doesn’t fever me.But, during this period of around 50 months (to be precise 53 months), luck did favor because of god’s grace. I made around 150 times return during this period that too only stocks discussed on the blog. You will argue that yes we have seen you track record page of discussed stocks and you might made max around 10 times, So, Mr Feku please stop here. But, I will carry on.

                My 150 times return is hidden the stocks listed on that page itself. It was hidden like CORE muscles (six packs abs) hide behind fat, if one does CORE exercise which makes them strongest, it will not be visible unless one reduces fat around that area. Similarly, I will try to show my 150 times baggers from the following list.

From Track Record Page                              

http://value2wealth.blogspot.in/p/blog-page_26.html

Gain due to over 70% luck and less than 30% skill
	Discussed Date	Sold Date	Discussed price	Sold Price	Low	High	CAGR	Gain	LTP 25-Jan-2017	Comments
Nucleus Software Exports Ltd.	13-Mar-11	Dec-14	78	210	57	353	41.78%	2.7x	276	My avg was 68 but return calculated on 78
Kaveri Seed Company Ltd	Aug-12	Dec-14	160 (800)	870	150	1075	118.48%	5.8x	490
Umang Dairies Ltd	Aug-12	Jul-15	40	65	25	101	17.57%	1.6x	76	My avg 28 but return calculated on 40
Sah Petroleums Ltd(GP Petroleums Ltd)	Oct-12	Dec-14	12.21 (Bonus Adjusted)	80	6.05	98.35	94.15%	6.55x	90
Intrasoft technologies	Dec-14	Oct-15 (partial)	45 and 52	560	41	600	181.95%	8.66x	390	CAGR and Gain on LTP
Olympia Industries Ltd	Jul-15	NA	165 to 90	NA	90	349	63.51%	2.1x	345	CAGR and Gain on price of 165
TechNVision Ventures Ltd(Solix technologies)	Oct-15	NA	46	NA	46	221	237.28%	4.13x	190
ADI Finechem Limited	Nov-15	NA	225	NA	170	560	118.49%	2.37x	535

Now , I will show journey started with Rs 1 in Aug 2012 , how it become Rs 150 + .

Luckily , Rs one converted in Rs 161 at whopping 216% CAGR .

All the stocks were discussed in public domain . Non of these universally accepted quality stock . It doesn't mean that I don't hold quality stocks . More than 90% multi-baggers are not universally accepted quality stock during initial periods . Based on their solid performance those become quality stocks.

You can see that journey started with Rs 1 in Aug 2012 became Rs 161 by Jan 2017. It is journey of 1640 days (around 4 years 5 months). I always maintained that my blog post of discussed stocks should be treated as starting point of your analysis not the conclusion. I divided money in 3 stocks in 2014 but someone smarter could have put all this money in TechnVision at that time. So, one might have got return of 56*5 = 280 baggers. Doesn’t it look like fantasy? In fact, yes. The reality is that almost all of my discussed stocks used to trade below my discussion price after putting on the blog after few days or few months. So, one can make entry in it below the blog discussed price. But, this never happened with TechnVision. So , no one who came to know about this stock through my blog could have got it at Rs 45 or less .
Another point , what if I kept my money in the long term in one stock , Kaveri and not switched money . Jan 2017 I could ended up with just Rs 2.5 because it was trading half of my sold price .

                I know, TechnVision and Olympia are trading below Jan 2017 price and those may trade below or higher in future. That’s why this idiot smartly chosen historical time period. So, no-one can compare with current price and take away my pleasure. Sometimes, even idiots can also apply smart trick to show that they can also act smartly. 

                To get 100 baggers either your stock pick should get first 10 beggar then again 10 baggers or you should have two different 10 baggers in sequence .Money wise, getting 100 bagger in one stock or combination of stock by sequential multibaggers is same. But, to be honest getting 100 bagger in one stock is more pleasant. Both methods have their own challenges, but sequential multibaggers is more risky and chance of error is high. Recently, Auyush Mittal has completed 100 baggers in Avanti Feeds Link . This is skill, on other hand mine is more luck than skill. On other hand Ramdeo Agrwal also has 100 baggers to his credit because of his knowledge. If we study VP sir (http://value-picks.blogspot.in/) by sequential multibagger then we may see multiple 100 baggers in some period. I beg, borrow or steal insight from anywhere I can get it. I do have some mutibaggers borrowed from Ayush ,VP sir and some others . Earlier (2011), Ayush had discussed Avanti Feeds and for tracking I had invested Rs 4400 and not sure why I forgot it. I rarely see that account because I had created some other account due to lower brokerage. Guess what that Rs 4400 become Rs 1,20,000 , growth of two zeroes . It was very pleasant surprise same time it proves how idiot I am. Invested only Rs 4400 .

                I have mathematically somehow proven I do have 100 baggers, but knowledge wise I don’t even have 1% knowledge compare to them . I have lot of scope to improve on my knowledge. But there are challenges lies ahead.

What is next? : To be frank, chances of disaster are very high in my next stock pick after getting this more than expected success. So , it is very important for you to cross check and do more due diligence analysis than earlier . Currently, Market is expensive and only people with great skill can get bargain picks. I am not compulsive buyer. So, I may discussed next stock pick tomorrow or not even in next two years. If some lucrative idea comes then definitely I will share.  Till then, you may forgive this boring guy who can’t give picks on regular intervals.

May Lord Ganesha Remove The Obstacles

Of Your Life, Provide You With Auspicious

Beginnings, Inspire You With Creativity,

And Bless You With Intellect, Good Health, Wisdom And some mutlitibaggers.

Ganpati Bappa Morya, Happy Ganesh Chaturthi! 

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2. Check your email inbox(sometime junk folder/promotions tab) for confirmation email and click on confirmation link.

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