Samael

[Samael @lucivision]

@NagpalNitin4556 Which valuation of pplpharma are you referring to here?

[Samael @lucivision]

@mchander110 Source?

[Samael @lucivision]

@oldschoolinvest Just wait a few more hours.. Piramal will post a loss again tonight to accompany Syngene

[Samael @lucivision]

@babytrillion_ Huge volumes. Not good.

[Samael @lucivision]

@stocksbyrishabh Low volume any concern?

[Samael @lucivision]

@mayurvanga @DagaVish Told you!!!

[Samael @lucivision]

@mayurvanga @DagaVish Like you said, wild guess only. Because Q4 topline was actually below estimates, some of it might have spilled to Q1.

[Samael @lucivision]

@Arshadarch @unseenvalue They're moved under Public category

[Samael @lucivision]

@RakJhun How discount?

[Samael @lucivision]

@KothareKumar @unseenvalue Balance sheet is not in good shape so unlikely

[Chander Bhatia @ChanderBhatia01]

Concentrated bets (8-15 stocks) are not everybody’s cup of tea. A very few people can handled it well to their advantage.

So far I have been doing a concentrated bets (right now I hold stocks of 12 companies) and luckily successfully.

When it is favourable, it is highly rewarding, otherwise, it is bit challenging.

Understand the concept before venturing into concentrated investing.

[Samael @lucivision]

@rajupp @greensoulergo Okay bhai, Thank you for the reply.

[Samael @lucivision]

@puthagappuzhu Thank you so much.

[Samael @lucivision]

@puthagappuzhu hi bro, which office chair are you using? Would you recommend it?

[Samael @lucivision]

@puthagappuzhu Shop name, location and the price you bought it for please? Do you find it comfortable?

[Samael @lucivision]

@rajupp @greensoulergo Omg. What chair you are using currently and would you recommend?

[Samael @lucivision]

@balakoteswar XIRR of 39% but total return is just 61%? Started around 2 years ago?

[ValueEquity @EquityValueIn]

Portfolio should have a mix of all themes in my opinion , few tilted to growth , value and optionality , allocation should be tilted to market dynamics and margin of safety and where the opp size is very large

Getting too aggressive trying to be an extreme value/growth investor , unnecessarily putting yourself into buckets does not help in my opinion , have to find the best of both worlds tilted towards margin of safety and incremental growth and focus on management integrity and quality

People who only tilt to high growth may be stuck in sectors at the end of the cycle , and people who are too value oreiented might be too early to themes that even if stock does well, time based returns are not very impressive

Play as the pitch demands and opportunities present itself not according to biases or buckets