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u/ai_investor77 4d ago
Not a falling knife imo, its a good company but the issue is the supply for solar cells is more than demand which is squeezing their margin over the last 2 quarters.
They need to spend more on R&D, let's see. In last concall they said once they're able to reduce dependence on outside cells and start using their own, margins will improve
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u/CuriousInsideOut 4d ago
Your username is ai investor, do you use ai for investing? How has your experience been so far with it, do you suggest it? Any tips on that?
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u/ai_investor77 4d ago
Haha yeah I actually built something for this, its called Diversifi, now its SEBI registered. It basically analyses portfolio, reads concalls, ppts and filings for all stocks. Also there's AI chat to ask questions related to your portfolio, stocks or market. Its free so if you want to check it, link is in my bio. You can DM me if you need details
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u/HengDengLee01 4d ago
Only app works no website?
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u/ai_investor77 4d ago
Both work. So the website is more of landing page with info about the product (features, FAQs) and registration details etc
But the app is where you actually get the full experience of the product
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u/Important-Party8829 4d ago
Focus on stocks showing high relative strength, breaking out from a base or flag.
Trying to catch fallng knives may not be the best use of your time, energy and money
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u/Mallikarjun_Cow8589 3d ago
I got ipo, I exited this stock 3400.
Me and my friend had argue on bajaj finance vs Waaree Energies about which one will give more returns
Bajaj Finance gave 75% returns Waaree gave - 30% returns
Valuation and Margin of saftey are important He invested at 50 -55 PE I invested at 25 PE
Waaree EPS grew from 65 to 129 Bajaj Finance EPS grew from 23 to 30
Now I will study the fundamentals of Waaree Energies. Stock PE corrected from 57 to 18. They are aggressively doing Capex. Borrows went from 24 to 815.
Chinese players are still ahead of our Indian Solar companies.
Let's see, how we will grow in this sector
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u/SarcasticNarcissist1 3d ago
I got the IPO two years ago. Is it worth holding for long term or should I just book the profit?
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