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Dark horses

Discussion in 'Technical Analysis' started by sethuramcbe, Jul 5, 2020.

  1. sethuramcbe

    sethuramcbe Responder

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    Below are the list of not very popular dark horses which I am listing

    let’s see their progress after 5 years

    fine organic
    Black rose
    Shivalik rasayan
    Vidhi dyes
    Frontier springs
    Diamines
    Alufloride
    Bhageria
    Associated alcohol
    Kilpest


    These are just my basic filteration need to analyse them more and discard low quality , have none of them as of now

    but will add fine organic if I get 1800 below levels
     
    sethuramcbe, Jul 5, 2020
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  2. prabhjeet

    prabhjeet Member

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    Tracking Diamines and it has run up almost 20% in last 2 sessions.
     
    prabhjeet, Jul 7, 2020
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  3. sethuramcbe

    sethuramcbe Responder

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    Does not make any debt in long term story , always buy on pullback, many a times retail thinking is zyaada chala gaya instead check their growth story
     
    sethuramcbe, Jul 7, 2020
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  4. prabhjeet

    prabhjeet Member

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    What's your take on thier growth story?
     
    prabhjeet, Jul 7, 2020
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  5. sethuramcbe

    sethuramcbe Responder

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    Dear I don’t bet on unknown or unproven more than 1 percent of portfolio

    take solution was one such example , learning was never overboard on portfolio allocation and follow a basket strategy for dark horses

    let’s say 100 percent portfolio I split into fmcg pharma spec Chem agri rural. it auto and finally banking

    Then quality and valuations comes to picture then allocation to stock and sector

    My views might be biased as I am tracking fine organic and Shivalik rasayan , fine organic I see a long term potential for sure
     
    sethuramcbe, Jul 19, 2020
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  6. sethuramcbe

    sethuramcbe Responder

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    Have any one studied the names I posted as a basket these would be min 40 percent by now
     
    sethuramcbe, Sep 8, 2021
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  7. shabbir

    shabbir Administrator Staff Member

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    I did in fine organics and it is doing ok as of now. We still have 4+ years time before we look into them.
     
    shabbir, Sep 9, 2021
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  8. sethuramcbe

    sethuramcbe Responder

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    1650 - oleo chemicals and factory closed that was best time for fine i suppose.

    one of Ethyl acetate plays - laxmi , ingrevia and i believe iolcp
    ingrevia is cheapest of these

    IEX - again a good power platform business

    jubilant pharmova - valuation wise not bad between 550 - 650 i believe
     
    sethuramcbe, Sep 9, 2021
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  9. shabbir

    shabbir Administrator Staff Member

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    Yes I guess but I bought at double the price.
    I don't like the Jubilant management when they said we will charge a royalty for naming out companies as Jubilant.
     
    shabbir, Sep 10, 2021
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  10. sethuramcbe

    sethuramcbe Responder

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    shabbir bhai , Divis CFO was caught hands down doing some miscrepancy, was it punished for that .

    Jubilant foodworks can charge a royalty for name similar to pizza hut/kfc right
     
    sethuramcbe, Sep 17, 2021
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  11. shabbir

    shabbir Administrator Staff Member

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    Not sure if I heard it. Can you share a link?

    You shouldn't unless it is a brand and not a background company name. KFC is the front name and not the company name like Devyani Intl
     
    shabbir, Sep 17, 2021
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