@BaluGorade & u need to be lucky too .. irrespective of ur research , timing , understanding . Quick decision is also a key + real value in knowing something which others don't know . market me jo dikhta hai woh bikata hai but aapko Jo dusro ko nahi dikh raha hai woh dekhna hai + patience
@BaluGorade Iwould say it's not that easy .bcoz returns keep changing as ur companies perform + depending upon on overall market conditions & valuation + timing matters .. intially was good with my stock picks ..but not with cycles but now I do making 30 % . Calculated risk taking is key
@atulroy Was speaking about this company from 2023 itself when others were hating it .Already 1x from lows & most important only 8 .5 % down from top when other companies are down mostly 25 -30 % range wait for 2 yrs everything will show up on screener when stock is again 1x from here
@atulroy At first place u don't even understand how to exactly read the financials .. if just looking at P & L at screener was enough everyone would have made money .. but that's not how it actually works . U don't even have any idea about actual PAT numbers ..
@BaluGorade I would disagree if u don't have enough time , energy , resources to put on research better go with MF but one who can should learn equity it's painful ,it's not easy but one thing knowledge compounds this knowledge helps u take risk & helps u to manage emotions ,it's fruitful
@shome_rajarshi Not asking for any proof to be honest .. this actually helps others in understanding & evaluating there strategies meanwhile .. u get to know are u in the right path ..
@shome_rajarshi If u don't mind since ur doing active investing especially in high growth companies .. what's ur XIRR till date .. bcoz u usually sell when growth slows down .. i know its a constant evaluation process u need to be on the toe .. i would like to share mine which is 26 %.
@sandipsabharwal Ab kohi kuch nahi bolega kyuki stock is 1x from from there so funny .. stock hasnt lost much either from top even more funny .. now just wait for bull market u guys will truly know the worth of this company ...
@CountryGulshan Increase in rent is considered in this case so practically one needs to include real estate returns as well .. real estate returns are roughly 7 -12 % roughly depending on location + rental yield ..
@PRATIKBULANI555 Meanwhile investors like me & many more who believed in her vision bought when others hesitated .. happy to announce its my single stock portfolio knowing it's risky but worth it .. 28 % XIRR in the last 3 years .. long way to go .. journey has just began ..
@vrdesai79@Dutta_Souravd 7% rate of interest pe 70 lakh banta hai .. agar us me si bhi tax , cess , surcharge sab nikal de toh 40 -45 lakh bachta hai depending upon tax rates ..monthly 3.3 -3.7 lakh banta hai . Kitna luxurious life chahiye aur .. ulta isi bacha kar reinvest bhi kar sakte hai ..
@Rishabh_RevQ Have used qc part of nykaa .. ordered some bath & body & skincare .. they deliver within 1 hr I know it isn't as fast as qc but it's not a ice cream either which I need in 10 min without getting melted & here too u get live location of the delivery partner .. overall good
@Sudh_Luv4Equity On technical front valuation seems much reasonable with steady growth rates along with
margin improving mostly in stage 2 one has to look at how much margins they could make once they breakeven & there contribution fashion , bpc private labels stores Calculation says 15 -17 %
@Sudh_Luv4Equity Now market is betting on nykaa margjns improving via gross margin , lower ad spends , better ad income , along with better unit economics especially on aov front along with stores performing well .. domestic oriented only thing waiting is fed rate cut ..