Growth Expectation in valuation Vs Real Growth moved in opposite direction.
Posts in category Value Pickr
Ola Electric – Full Stack EV play? (17-08-2024)
Beyond the customer niggles (which are huge since I’ve seen around 4 cases in my society where people have become fed up and just dumped their Ola EVs), my other major issue with Bhavish is he over promises and underperforms. Look at the history of announcements vs actual launch dates, recent controversy with MMI. Heck, even the Roadster promos seems to be copied as per a LinkedIn post (Abrar Bin Ayub on LinkedIn: How sad! Folks at Ola Electric completely ripped off work of Zero… | 12 comments), which raises very basic fundamental questions about his leadership.
Krutrim AI seems to be a miss, his comments about bringing higher working hours per week, high attrition, none of these bode well for stability.
NPST – Technology Provider for UPI Tech (17-08-2024)
How does listing on main board work?
Does sebi have some regulations or it depends ln management?
Global Investing (17-08-2024)
Do you have any suggestions on brokers available in India through which we can invest. I have read about interactive brokers online but I am skeptical if its even regulated by SEBI or some other agency. And then I read about Kotak Securities, its doing partnership or something with interactive brokers (I am not sure if I understood it correctly).
Also, I don’t know how to make international money transfer without credit cards as credit cards don’t allow usage for investment.
Can you tell us what platform are you using or compare brokers (AMC, per trade cost,
regulations, etc) if you have knowledge in this field
Garware Hi-tech films (Earlier Garware polyester) (17-08-2024)
Very good result.
If PPF, SCF and IPD are running at 100% utilisation where will the revenue growth come from for next few quarters?
Any brownfield /greenfield capex coming online soon or at least planned?
NPST – Technology Provider for UPI Tech (17-08-2024)
At the end of 2024-25 expected as per management commentary
EID Parry – an agriculture titan disguised as a sugar business (17-08-2024)
Hi , thanks for the comment and agreed. They also have another opportunity to increase realization if the government removes the ban on exports. I think government would eventually take this step, as sugar stock seems to have exceeded local demand at the moment and there is no longer a risk of local supply crunch / excessive sugar prices.
NPST – Technology Provider for UPI Tech (17-08-2024)
Does anyone know when NPST is likely to come on to main board?
Microcap momentum portfolio (17-08-2024)
@9916673623 is working on automating this process. He has made significant progress in that. While validating his programme, we found an error in the listing that I had.
I have corrected and posted it again, thanks to @9916673623.
Once his programme is completed, it can be applied to any index and for any look back periods. Wonderful work that he is doing.