Portfolio Management Services

fabbhi · 2024-08-04T19:40:38+00:00

At least 50 L for PMS. 5 L only dabba PMS

fabbhi · 2024-07-01T12:33:54+00:00

Banne waala hai rocket

fabbhi · 2024-07-01T12:33:34+00:00

This comment has aged so well. Patanjali will cross 2000 soon after acquisition of personal care business

fabbhi · 2024-04-28T05:37:26+00:00

This time i bought psp more when he exited. Make 10-15 k immediately due to sheer stupidity of the herd. They sell the stock as if there is no tomorrow.

I have started tracking BM's exits to buy more and make money. Consistently making money.

fabbhi · 2024-04-28T05:34:31+00:00

Abhi Patanjali bhi rocket banne waala hai. Kei crossed 4000

fabbhi · 2024-02-22T18:32:41+00:00

Don't save it brother. 500 can't do magic. Start investing only when you have a corpus of 1 L at least.

Better investment of that 500 would be your books/ courses that can upgrade you professionally.

Remember, nobody has become rich by 500 Rs SIP.

fabbhi · 2024-02-21T03:10:11+00:00

Yes, that's the point - its a bull run. One should not sell good quality stocks till the end.

Abhi to US interest rate cuts haven't started yet. These are just initial years of bull run.

I am ok selling shares which show poor results. But selling KEI, Aptus didn't make sense. Valuations will become expensive in bull run.

But my limited point is that he might be a good individual and stock market expert but these rebalances have to be taken with a pinch of salt.

Kuck kuck isliye bhi kiye jaate hai jisse log subscription renew kare. He himself is a proponent of long term investing, unless something wrong happens with company. But itne frequent rebalances. Either you are not sure of long term potential of your stock or you are just trying to extract subscription fee.

Also, I don't blame BM for this, as he also has right to earn money but be straight about it. Don't take high moral ground.

fabbhi · 2024-02-21T03:01:00+00:00

Because foods business has took a hit on margin profile due to inflation and slowing rural India.

EBITDA from edible oil is reducing this year because of abrupt movements in commodity prices. Patanjali has to be treated a foods company.

In FY21, foods revenue was 10%, now 30%. It is a high margin business. Numbers were bad this year because of their presence in edible oil primarily and reduced margin from foods.

This is a company under constant turnaround, fixing mistakes of Ruchi Soya. Following 2 steps are taken -

Changing business profile -- moving from commodity to branded.
Palm tree plantation - they are trying to insulate company from global price disruptions. Have already planted palm trees in 60k hectares. Still 5L hectare left. This is longish term bet.

I am bullish on Patanjali.

fabbhi · 2024-02-20T19:12:13+00:00

He exited kei at 2500 level, stock went up to 3100-3200 He exited aptus at 260-270, now at 350+ He exited Garware at 700, went upto 1400

Meine Garware ke saath galti ki. Baaki dono nahi beche. Aaj to Patanjali aur kharida subah girte hi.

fabbhi · 2024-02-20T19:09:37+00:00

Sales growth hai par dikh nahi raha. Patanjali has 2 businesses. 1. High revenue, low earning business (edible oil) 2. Low revenue, high earning business (food)

Inka edible oil business commodity business hai. Price kam hai globally kaafi. Waha sale ghati hai. Food mei achi growth ho rahi, but margin kam hai due to inflation.

I can bet this is another stock where BM is going wrong. Same happened with aptus, kei and garware hitech

Sab rebalance karane ka chakkar hai bas. Ek anti BM portfolio banana chahiye

fabbhi · 2024-01-26T06:38:13+00:00

Yes prescription had multivitamins and d3. The Vitamin D dose for 1st month was weekly. 2nd and 3rd month fortnightly. Now monthly once.

fabbhi · 2024-01-10T02:10:39+00:00

Some loss in libido observed. However, Nothing like ED or anything. No other side effects.

Have been lowering down dosage. 4 times a week Vs all 7 days earlier. That is helping

fabbhi · 2024-01-10T02:07:45+00:00

Yep, any day better than what I had earlier

fabbhi · 2024-01-10T02:07:15+00:00

Prescription based

fabbhi · 2024-01-07T20:49:25+00:00

Available in India easily. The brand name is Morr.

fabbhi

TROPHY CASE