Ajay vasudeva

I deployed 5% of my cash today into small- and mid-cap stocks, specifically Advanced Enzyme Technologies, Indoco Remedies, Vaibhav Global, and Greaves Cotton. My remaining cash position is 10%. Disclaimer: I am invested and biased.

"That was the right call—Nifty corrected 5% in just 10 days. I'm still holding 15% in cash and haven't started buying yet. Waiting for the right opportunities in small and mid-caps."

My focus is into pharma & specialty chemicals companies because these companies are moving into the CDMO (Contract Development and Manufacturing) space, where margins are higher and contracts are long-term.

Solara active pharma posted bad results. The conference call was short. Pessimism is at its peak. Took some exposure today at 468. Tracking now.

If Laurus labs come around 850 , i will buy more. Management is executing. Sold some shares around 910 and 1125. Still the largest allocation in the portfolio.

@ResearchFraise Down to Results effect. Muted results From DCAL.

just in one day, all tarrifs go went gone.. #DCAL

What everyone believes seldom proves right.I don't think stock market bottom is made with India-us deal. Deal is not so good for india. FII will keep selling. Stay cautious.

@sneha_rane21 I’ve bought some more near 312. It's 3% of the portfolio. I think management is trying to increase and doing their best to increase revenues. so ,stock should not show more price correction. Disclaimer - invested and biased.

@vasudeva007 Avg price is 394. Planning to buy. Will stock rise?

Bought more shivalik rasayan today @ 337. 2% of portfolio. Avg cost is around 365 now. Disclaimer - invested and biased.

@BalakrishnanR @Iamsamirarora @flipkartsupport Sir, I was only aware about the listed company 'repro india'. Who do authorised books on demand edition with top notch print quality.They on board the publisher before printing.their book on demand editions are good. But maybe some unauthorized sellers Are printing xerox copies

@Iamsamirarora @flipkartsupport Sir, they have this stupid "print on demand" editions. Simply print it at a local xerox shop and sell it immediately to the customer. Saves on inventory and probably on royalty also. Pirated in that sense

Flipkart is openly selling pirated books online. Time for Flipkart to make this seller go brock. @flipkartsupport

Bought more Deepak Nitrite around @1750 for long term. It is now 3% of the portfolio. Also bought a little qty of Barbeque-Nation. It is a short term trading bet.

Sold shares 10% of laurus labs. Because 1. It become 20% of the portfolio. So, to manage the risk sold some shares. 2. Finding short term opportunities To generate greater returns in the short time. Remaining 90% i am holding. The buying price was from 85 to 390.

Make it a habit, while reading/listening companies quarterly con calls, look for alternative explanations. Do not believe management blindly. Consider missing information.

If i bought a stock @ 100,now 120. But value increase more than 20% than it is bargain now.

If i buy a stock at ₹100 & it drops to ₹80, we get anchored at 100 and think that at 80 it is a bargain. But the present price of stock in relation to past price doesn't mean anything. The underlying business value is what matters.

Investing is like sowing the seeds and waiting for the flowers to come. Patience is needed. Nothing can happen before time. Everything takes time to grow.

Bought Advanced enzymes @ 290. Looking reasonably valued with positive management commentary. Management is honest.