Rajeev Desai

Pranav

5 hours ago

Sir tell me one thing.
Harshad Bhai's famous strategy was cost replacement theory.
Like what was the initial cost of setting up the company and factory and in future what will be the cost required to setup the same business with that much scale. So that is the true value of company. Which can help us track the intrinsic value of the business.

This what he did with Acc, polo steels.
Is it possible to value the cos this way in this era.
Also what is your view was he a good. stock picker or else he was a good speculator.
Or do we require speculations angle to take the stocks up.

Just for understanding.

My Reply- to all - Please read Pranav question too.

He is running after full proof plan.

He is in a confused state of mind.

Should I do replacement theory, should I do speculation with it? What should I do?

I have said here many times, each stock is different. But he read but ignored it.

I said here many times, don't use same yardstick for all stocks. He read but ignored.

All stock whi