Hi @hitesh2710 sir,what are you views on IEX it has recently broke the previous resistance and has entered stage 2 and also the volume is on the higher side with FIIs and DIIs increasing their stakes
Posts in category Value Pickr
Microcap momentum portfolio (17-08-2024)
You are doing automation using any programming language or something else.
Microcap momentum portfolio (17-08-2024)
You are doing automation using any programming language or something else.
Tips Industries Limited – Ready to RACE ahead! (17-08-2024)
This is due to a broader shift in investor sentiments towards consumer stocks.
However, this is a great business for the longer term. At least, till the growth continues.
- A great business requires very little capital to pursue its growth. Tips has a very high RoE and RoCE.
- The company is prudent about capital allocation. They do not unnecessarily reinvest in business and believe in returning the extra cash to investors.
- This company is decreasing the number of shares outstanding through buybacks. Typically, companies do the opposite and dilute equity.
I will refrain from commenting on the present valuations. They can correct also. But for a long-term investor, this is a great business to hold.
Globally, the music label business is getting investor attention. 2 years back, Bill Ackman took a significant stake in UMG. Also, select global PE firms are buying music libraries, because they act as an annuity.
Tips Industries Limited – Ready to RACE ahead! (17-08-2024)
This is due to a broader shift in investor sentiments towards consumer stocks.
However, this is a great business for the longer term. At least, till the growth continues.
- A great business requires very little capital to pursue its growth. Tips has a very high RoE and RoCE.
- The company is prudent about capital allocation. They do not unnecessarily reinvest in business and believe in returning the extra cash to investors.
- This company is decreasing the number of shares outstanding through buybacks. Typically, companies do the opposite and dilute equity.
I will refrain from commenting on the present valuations. They can correct also. But for a long-term investor, this is a great business to hold.
Globally, the music label business is getting investor attention. 2 years back, Bill Ackman took a significant stake in UMG. Also, select global PE firms are buying music libraries, because they act as an annuity.
Rudra’s PF and Information attic (17-08-2024)
Hello Kapil,
There’s a dedicated thread for putting such requests to the Screener team. You can put up your request there
Rudra’s PF and Information attic (17-08-2024)
Hello Kapil,
There’s a dedicated thread for putting such requests to the Screener team. You can put up your request there
Microcap momentum portfolio (17-08-2024)
@visuarchie you shared your great thoughts and strategies in this ValuePickr forum. Just adding few more enhancement points for your strategy sir. Anyway thanks for your appreciation sir. We will keep improve the automation process together sir.
Microcap momentum portfolio (17-08-2024)
@visuarchie you shared your great thoughts and strategies in this ValuePickr forum. Just adding few more enhancement points for your strategy sir. Anyway thanks for your appreciation sir. We will keep improve the automation process together sir.
Rudra’s PF and Information attic (17-08-2024)
Hello Adithya,
I think there are good opportunities in the Pharma segment. Please go through the respective threads on Valuepickr to know more about each company. I am more bullish on the CDMO space and the NCE (New Chemical Entity) led opportunities. Not qualified to recommend so pls do your due diligence.