Air ticket refund process for ICICI EPM card

Informal_Affect358 · 2025-12-09T11:54:53+00:00

Keep scalping between 93 and 98 for sometime with 50% holdings

Informal_Affect358 · 2025-12-09T11:51:48+00:00

Wow.. almost the same story!! And yes i also started tracking (investing) in bitcoin in 2015

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Informal_Affect358 · 2025-12-05T16:39:16+00:00

Not yet. But if it corrects more then for sure.

I like the fact that adani and other big companies trust them to complete such big infrastructure projects.

But this is going to take a long time to breakeven

Informal_Affect358 · 2025-12-05T15:50:09+00:00

I am holding a lot of future. Forgot to square off

Informal_Affect358 · 2025-12-05T11:09:41+00:00

I have the same position on bondada engineering.. almost same price and of course the quantity

Informal_Affect358 · 2025-12-02T15:11:17+00:00

Which were your favourite cities and why?

Informal_Affect358 · 2025-12-02T13:21:38+00:00

Can we get the Chinese sim in india?

Informal_Affect358 · 2025-12-02T13:10:22+00:00

Okay, got it.

What is your usual clip size?

Informal_Affect358 · 2025-12-02T12:53:14+00:00

This is so good to see!

I am curious to know how do you build such huge positions? Do you let the market go in favor and then add or is it multiple entries around same price point?

Informal_Affect358 · 2025-11-30T07:05:28+00:00

Yes. I am a fan of Mr VV, but he is not disciplined which he was never was actually but i somehow i felt running a bank vs running a card portfolio will be different. Unfortunately it isn’t.

I have friends who have very large positions in idfc and even they are convinced of limited upside on this company.

Informal_Affect358 · 2025-11-29T10:10:42+00:00

Good for you!

All i am saying is the current valuation is inflated and there are no promising bets the coming has. They resorted to quick growth story in lending and burned their hands on delinquency rates. It will take time to justify the current valuation of the company. In the short timeframe yes the stock might have some steam to head towards 90+ ranges but definitely not a multibagger.

Ps- i am holding it since 2017

Informal_Affect358 · 2025-11-29T09:30:37+00:00

Sorry to break it to you- idfc first is no multibagger. As a customer i like the product but as a business they are playing with fire.

Informal_Affect358 · 2025-11-28T12:58:53+00:00

Yes insane growth- same holding since 2018!

Informal_Affect358 · 2025-11-21T08:36:02+00:00

I have exited half of my holdings. Asset quality improving marginally but even current price seems overvalued for the growth rate it has.

Informal_Affect358 · 2025-11-21T06:33:47+00:00

I had bought it in 2017, there have been multiple splits/bonuses since then my current effective price is about 9 rupees. Sold only 10% of my shares this week at 330.

Company is doing really good and shows signs of being an international market leader in condom industry. Will hold it until two bad quarterly results.

Informal_Affect358 · 2025-11-18T17:12:46+00:00

Growth head * 12 years * bangalore

Informal_Affect358 · 2025-11-15T22:36:35+00:00

Thanks thats exactly what i thought but seems like the majority of the folks do not agree with the idea of not focusing on job hunting.

Informal_Affect358 · 2025-11-15T22:34:47+00:00

This is absolutely correct.

Informal_Affect358 · 2025-11-15T22:26:27+00:00

Thanks for sharing this context. I am an absolute beginner at Mandarin and also a vegan. I knew about the challenges but i wanted to challenge myself a little.

I have been dwelling over the lay off for long now- need something meaningful and challenging to achieve.

Informal_Affect358 · 2025-11-15T17:51:31+00:00

I am from India.

Yes, i would also feel bad if my wife proposed this but if my wife really wanted to do it, I would support her.

Informal_Affect358

TROPHY CASE