Purnha @PurnhaInv
SEBI registered investment advisor after gigs at top perf hedge funds in Boston and Connecticut. No advice here, just interesting shares. Please DM for more Joined August 2019-
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Top Long and Short names for the week of 1/8/2024 from the model. Goal is to have an alpha generating market neutral portfolio. Last Week perf: Longs: -3.4% Shorts: +5.3% Equal weighted 40 names on each side. Market neutral.
Top Long and Short names for week of 1/2/2024 from the model. Goal is have alpha generating market neutral portfolio. Performance Last Week 2023 Longs: +0.5% 49% Shorts: -0.4% -20% Equal weighted 40 names each side. Market neutral.
@rohaninvestor Agree 💯on the sector breakout; look at iron ore prices over last few days but my favorite is Kalyani Steel ... higher quality numbers, faster growth and cheaper than these
@realEstateTrent My market neutral model did almost 20%. Long only was more than 45%. This year was growth year, alot of active managers did extremely well. As for passive, look over 2 years....
Top Long and Short names for the week of 12/26/2023 from the model. Goal is to have an alpha generating market neutral portfolio. Last Week perf: Longs: +0.5% Shorts: -0.3% Equal weighted 40 names on each side. Market neutral.
Top Long and Short names for the week of 12/18/2023 from the model. Goal is to have an alpha generating market neutral portfolio. Last Week perf: Longs: +6.3% Shorts: -4.8% Equal weighted 40 names on each side. Market neutral.
63 Moons Technologies Ltd. Market cap: 2370 Cr Reserves: 3235 Cr PE latest qtr annualized: 8 Meanwhile, BSE ltd, CDSL and Multi Comm exch trading around 5-300x PE.. Momentum is 👑 in this mkt
Top Long and Short names for the week of 12/11/2023 from the model. Goal is to have an alpha generating market neutral portfolio. Last Week perf: Longs: +1.5% Shorts: +0.6% Equal weighted 40 names on each side. Market neutral.
Rotation out of auto names is good time to study ancillary names which were hot a few weeks back. I'm looking at Shriram Pistons & Rings Quality mngt, consistent growth, decent margins, great value at 10x PE Let others worry about Tata Motors, Mahindra, Hero Honda or Bajaj Auto
Top Long and Short names for the week of 12/4/2023 from the model. Goal is to have an alpha generating market neutral portfolio. Last Week perf: Longs: +2.6% Shorts: -2.7% Equal weighted 40 names on each side. Market neutral.
@rishibagree Difference between inflation rates, published and price appreciation of real estate is giving birth to such genius financial engineering.
I think it's a very common understanding in India. Any student of finance is bound to get surprised cause cash flow mismatch but RE buyers rest their case on capital appreciation and given high rates of inflation, especially in RE, the believers continue to do so.
Rental yield in India is 2-3% whereas Home Loan rate is 8%+. Wonder how she fund her 5% annual deficit from ???
Studying International Travel House (Majority owned by ITC Limited). Asked ChatGPT to summarize some of my notes, here's the reply More soon, but broadly - Travel comeback - ITC hotel demerger - 10x PE, 124 cr reserves, no debt, 320 cr mkt cap - Sales, margins🚀 Disc: I Own it
If you are buying #TataTechnologies at 1400, you are paying approx. 80 PE, 10x revenue and 20x book for an auto related business that is growing at 20-25%. Charlie Munger would be rolling in his grave....
👇🏼This is the perfect morning motivation as you get ready for #TataTechnologies and #GandharOil IPO listings. Stay relaxed and avoid chasing always served me well, especially during hyped up trading days!
Watching volume like a hawk, like what I see. International Travel House. Shall we call it an ITC cub...? #StockMarket #BreakoutStock
Travel season here. International Travel House still trading 10-12x earnings even though - Tourism, events are back post covid - Yatra IPO to increase interest - Margin expansion possibilities - Growth consistent - ITC pedigree - Thomas Cook troubled - Reserves 45-50% of mkt cap
For all those who didn't get any allocation for #TataTechnologies IPO or #Gandhar Oil IPO, how does it feel to waste all that time and energy. I mean it could have been invested in researching overlooked stocks. Yeah, didn't get any allocations either 😎 Good luck for next!
63 Moons Technologies Limited is a cash flow machine with high growth. Not much of an expert on litigation but the valuation without considering litigation risk is just 🔥🔥 Disc: I own it
This is the power of good PR. If the news is delayed by few days, things run smooth. #TataTechnologies #TataTechnologiesIPOGMP moneycontrol.com/news/business/…
I also applied for Tata Technologies and Gandhar IPO but if you don't get allotment, just relax. Before this, LIC, Reliance Power, Glenmark and SBI Card drew the largest no. of applicants and here's how they perform. Yes, you will get plenty of time to grab, stop chasing.
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