Uncategorized

Nifty @10,000 “This time it’s different!!!”

  So, the market is at an all-time high, and we are inches away from Nifty @10,000/- Valuations of mid cap and small cap are so stretched, that some MF like DSP black rock has stopped taking new fund flows.

business-cash-coin-concept-41301

We at Shikhar capital started getting cautious at 9000/- booked lots of profits in mid and small at 9600 and now sitting idle.Lots of profits were gone into Tata Motors which is muted and  Jubilant food works which have rewarded handsomely after Q1 results. And now we remember the following quote by John Keynes

 “The market can stay irrational longer than you can stay solvent.”

(more…)

Markets @9000/- and we have nothing to do ….!!WRONG!!

So markets crossed 9000 and we at Shikhar capital have nothing to do except waiting………………………………………………….

home.jpeg

For  killing time we are exploring company’s which are out of flavor or which wee have booked good profits. To name a few we are completely out from Associated alcohol, (more…)

Why we love McDonald’s burger and why it is our top holding !!

 Why Mc Donald’s is our top holding ??

bur.jpeg

How could anyone get wrong with this?

Westlife development is the franchise for McDonald’s in India (West and South )

  1.  Westlife Development is the franchise of  Mac Donald’s for West and south region.
  2. 232 stores are already there and expected to be doubled in in next five years.

(more…)