Mahesh Kaura

Retired CE|Keen interest in Mutual Funds, Equity|Value and Longterm Investor

[Mahesh Kaura @mchander110]

@BaluGorade In my opinion , no . It May lead to unnecessary churning by PMS to show better per tax returns

[Mahesh Kaura @mchander110]

Piramal pharma#
Q1 revenue up from 1934 Cr to2752 Cr
EBITA Margin up from 9 to 18%
Strong recovery in CDMO business due to improved funding of small biotech

[Mahesh Kaura @mchander110]

@BaluGorade Hospitals and diagnostics…..

Keeping in view the present life style, working culture which is very competitive and stressful and eating habits, number of people who will require medical consultation is going to increase exponentially.

[Mahesh Kaura @mchander110]

@BaluGorade Very soothing view

[Mahesh Kaura @mchander110]

@BaluGorade Reading the book ‘ what I learned about investing from Darwin’. In Jan to June 26, Nalanda has bought 7.5% of Indiamart ,whose last 10 years avg ROCE is 45 % which qualifies the first and important filter as per their Investment philosophy mentioned in the book. Next multibag..!

[Mahesh Kaura @mchander110]

@BaluGorade SBI Focused fund as the same has given the xirr of 14% in my SIP for the last 8 years. Hope Lindy effect will play in the next 10 to 15 years.

[Mahesh Kaura @mchander110]

@unseenvalue Cohance and syngene

[Mahesh Kaura @mchander110]

@BaluGorade Invested 5000/- in HDFC large and midcap fund (present name) in 2002 and is worth 4.01 lakh today@ xirr 20%. One day gain is almost equal o total investment. This is the Power of compounding .

[Mahesh Kaura @mchander110]

@BaluGorade Recency bias phenomenon

[Mahesh Kaura @mchander110]

Invesco India Large and Midcap fund annualised returns
1 year 7.29%
3 year. 23.78%
5 year. 18.01%
My Xirr for the last 7 years 19.59%

So invest for long term with patience

[Mahesh Kaura @mchander110]

@gurjota Please don’t misguide with selective stock analysis of PPFAS portfolio. See their long term performance (minimum 5 years horizon as they always advise) which is 15% and my sip xirr for the last 8 years is 16.38% which pretty good.

[Mahesh Kaura @mchander110]

@unseenvalue You are doing a great work for the investors. Learned a lot from your book, your discussions on spaces along with Mr Aditya Khemka,presentations on Substack and listening to concalls .Having a substantial exposure to Pharma and hospitals with some stocks already 3x. Thanks 🙏

[Mahesh Kaura @mchander110]

@Quest_for_value Cohance lifesciences with new CEO

[Mahesh Kaura @mchander110]

@BaluGorade PPFAS also advises the investors to invest for a minimum period of 5 years. So they are walking the talk.

[Mahesh Kaura @mchander110]

@gurjota Please show when have PPFAS promised to the investors that they will always be the best performer in all categories. I am investing in PPFAS flexi cap for the last 8 years plus thro SIP, my xirr is 16.34% inspite of lower returns in the last 1 or 2 years, which is great.
#Ppfas

[Mahesh Kaura @mchander110]

@BaluGorade SBI focused fund has given a return of 16% in my SIP for the last 8 years. Excellent performance in my portfolio

[Mahesh Kaura @mchander110]

@gurjota I fully agree. In addition I have observed that quality of work executed by the professionals is very poor.I had a very bad experience in fixing of Split AC. After fixing AC, water was not draining outside.Had to call the professional from local market to refix.

[Mahesh Kaura @mchander110]

Piramal pharma up by 15% and that too with huge volume. Results were ok. So what is the news if any body can share as there is a saying that market acts a head of the news.

[Mahesh Kaura @mchander110]

@gurjota No body can predict what is going to happen in future.Any guidance is assessment only based on past data. Retirement planning has to be a long term and data shared by you shows that for a period more than 5 years,returns are between 10 to 12 % which is inline with guidance.

[Mahesh Kaura @mchander110]

@BaluGorade I think he is contradicting himself. The idea of maximum returns from max uncertainty he admits that he got from a book on investing. Reading definitely helps to streamline thought process to tackle various issues and take decisions.