How to Build a Profitable Investment Strategy? Research to Returns with Rajeev Agrawal

Rajeev Agrawal shares his investment strategy through a case study of Ujjain Finance Services Limited, where he highlights making early purchases at a significant discount in anticipation of a reverse merger. He discusses the management's strong intentions for the merger, the bank's solid financial position, and emphasizes the importance of timing and thorough assessment in investment decisions, despite current stock price declines. Agrawal remains confident in the long-term value of his investments, sharing that they continue to hold their stocks without making specific buy or sell recommendations.

Rajeev Agrawal discusses his investment strategy using Ujjain Finance Services Limited as a case study. Initially, he highlights that he purchased shares at a significant discount when the market price was much higher, driven by the anticipation of a reverse merger between the bank and holding company. He reflects on the management's strong intention for the merger and the bank's robust financial health, particularly its sufficient capital and good credit history.

Despite challenges posed by COVID-19, which severely affected loan repayments, Agrawal emphasizes that the overall valuation was attractive, leading to substantial returns over two years. However, he notes recent declines in stock prices while expressing confidence in the long-term value of the investments, reinforcing the notion that timing and careful assessment are crucial in investment decisions. He clarifies that they are still holding onto these stocks, although he refrains from making specific buy or sell recommendations.