@sabeer Sir, competition would hv still promoted competence nd eventually cooperation.
Kids here have to fight - not compete on a fair and equitable basis
@prabhakarkudva Sir, points 3 & 4 are the toughest - how long is the 'long holding period' nd what if the business runs into disruption after one has held thru years of neglect
I know thr's no silver bullet for these bt ny idea hw to manage it apart frm pf nd asset allocation
@suru27 TPL plastech - one of Time Technoplast's subsidiary also in the same biz nd roughly same valuation. Capex tailwinds vl benefit both - How do u choose one over the another in these cases?
@saaiyer Thanks for the inputs.
Btw, Tried black coffee also in the interim period - m sort of coffee addict - That streches 12 hr headache to 14-15 hrs.
Vl go for ur salt+water suggestion now
@Sanjay__Bakshi Sir, weren't catalysts an edge in previous era when information was the edge?
Nowadays any immediate catalysts do get priced in instantly.
Longer term catalysts\trends r little tougher to detect bt that again goes bk as wide moat expanding type of investing. Isn't it?
@nrmangal@Curious_Com_ Nd on the fair side, Quess sub-contracts it's employees to other cos as it is thr core business. So that's more like an inventory or leasing asset thr...ππ
@tushar9590 Cmp less than what Wilmar paid for the remaining stake buy + the company currently in investing phase for high Margin food products biz.
Do u see this a value buy now?
@thechartist26 Are u trading more now than Feb-Mar carnage bcoz u r seeing more setups?
Or is it that more cos. are coming in ur 20% to 52wk high scan now