I agree with so many points, but even managements in the concall, will sound always optimistic even in the bad times. Can you please tell us the list of points which should be tracked in the concall(what r the red flags?). Examples: 1. Employee expenses 2. Decrease in Growth Guidance 3. Sales growth 4. Product mix 5. Capex 6. New employee 7. New customers
"Dhande ki Baat karo" very good strategy, I just started this process, checking Business PPTs and concalls etc. I have one question though, how to do this with 1000s of stocks? is there a time-saving way?
Hi Prerana, need one clarification. for example, if a company didn't performed well in a quarter you are suggested to cut some portion of allocation, and if that company performs well in next quarter, do you add the amount back? how is your approach in this case. just for learning purpose. thanks in advance.
That’s why I mentioned it’s case 2 case. You have to understand the nuance of BM to be an active investor. ( watch my video on why I sell ) > For ex : there were companies in my PF that underperformed in Q1. Whose pace of growth fell. But Q1 was little different. It was due to election and heat wave which saw less foot fall. It’s not due to something structurally wrong in the business. I didn’t taper my allocation or cut it. > I would have gone to cut, let’s say if the performance deteriorated in Q2. This is why you understand the BM, read the concall. It’s not just one parameter that you look in isolation and take decision.
Please understand sometimes even promoter doesnt know how better his company is going to perform. Many a times promoters are selling shares and still company perfoms... Promoter also dont have 100 percent visibility. As long as the company is in good sector and is have good earning visibility, showing good growth one shud stay invested.
I have buyed Bse at 500 and sold at 1200. Now it's 4000 On the contrary I have buyed Lancer at 25 and it goes to 120 not sold now it's at 36 So market is such a mysterious place 😂 But I have learned one thing that keep at 70% in IT, consumer & pharma
These youtube shorts and instagram reels making me to have a dirty mind. This is our 3rd session right??...... 3rd episode 😄 3rd Session ❌ 3rd Episode ✅
I agree with so many points, but even managements in the concall, will sound always optimistic even in the bad times.
Can you please tell us the list of points which should be tracked in the concall(what r the red flags?).
Examples:
1. Employee expenses
2. Decrease in Growth Guidance
3. Sales growth
4. Product mix
5. Capex
6. New employee
7. New customers
"Dhande ki Baat karo" very good strategy, I just started this process, checking Business PPTs and concalls etc. I have one question though, how to do this with 1000s of stocks? is there a time-saving way?
Reject quickly
@@PreranaNAmannaok but on what basis other than sales growth, can you share your process or rejection criterias plz.
Hi Prerana, need one clarification. for example, if a company didn't performed well in a quarter you are suggested to cut some portion of allocation, and if that company performs well in next quarter, do you add the amount back? how is your approach in this case. just for learning purpose. thanks in advance.
That’s why I mentioned it’s case 2 case. You have to understand the nuance of BM to be an active investor. ( watch my video on why I sell )
> For ex : there were companies in my PF that underperformed in Q1. Whose pace of growth fell. But Q1 was little different. It was due to election and heat wave which saw less foot fall.
It’s not due to something structurally wrong in the business. I didn’t taper my allocation or cut it.
> I would have gone to cut, let’s say if the performance deteriorated in Q2. This is why you understand the BM, read the concall. It’s not just one parameter that you look in isolation and take decision.
what is the number of stocks you have in your portfolio right now or in general.
Please understand sometimes even promoter doesnt know how better his company is going to perform. Many a times promoters are selling shares and still company perfoms... Promoter also dont have 100 percent visibility. As long as the company is in good sector and is have good earning visibility, showing good growth one shud stay invested.
I have buyed Bse at 500 and sold at 1200. Now it's 4000
On the contrary I have buyed Lancer at 25 and it goes to 120 not sold now it's at 36
So market is such a mysterious place 😂
But I have learned one thing that keep at 70% in IT, consumer & pharma
Which is more profitable investing 10k per month with study or working extra hours and investing 25k by earning more through mutual funds
PNA u had asked a couple of questions in sky gold concall .. was so happy to see u there.
PNA ।। Pl discuss your PF stocks
Sir please read Bansal roofing
These youtube shorts and instagram reels making me to have a dirty mind.
This is our 3rd session right??...... 3rd episode 😄
3rd Session ❌ 3rd Episode ✅
Some attractive stocks now
1. Onwardtech
2. Infobean
3. Sigmasolve
4. Orienttec
5. Apollo pipe
6. Star housing
7. Butterfly
8. Sirca
9. Iris doreme
10. Blse
11. Ideaforge
12. Ksolves
13. Arti surfactant
14. Jyoti resins
15. Hp adhesive
16. Apcotec
17. Arkade developer
18. Wardwizard
19. Kronox
20. Trigyn
21. Tracxn
Whats the logic for this list? can you explain your philosophy and filter criteria..?