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Posts in category Value Pickr
KEI Industries Ltd – A consistent performer over the last decade (30-07-2024)
To me numbers looks fantastic, Consistent improvement in EBITDA margins from 11.20% to 11.28% vs 10.48% last year. There is an improvement in PAT margins as well.
Q1 is generally slow compared to Q4, this time, one differentiating factor could be Elections. Exports generally picks up in Q3.
Company is now zero net debt.
Really impressive set of numbers.
HDFC Bank- we understand your world (30-07-2024)
they are very complicated instrument’s
may include derivatives
credit risk default swaps
litigations etc
you cant realistically do analysis as there are many assumptions
Neuland Laboratories Limited – Transformation towards niche APIs? (30-07-2024)
Sharing below a fascinating article on obesity drugs.
The Race for the Next Ozempic | WIRED.
Interestingly, Eli Lilly’s tirzepatide is more promising than the semaglutide. And Neuland is developing it.
Just sharing.
I am invested and biased.
dr.vikas
Hiring l Investment Associate l 12-18L l 1-3yrs experience l Bangalore (30-07-2024)
EverFlow is looking to hire for its investment team based out of Bangalore. We are looking for extremely driven & hard-working individuals who are passionate about public market investing. This is a high visibility role working directly with the founders and will involve all aspects of investment due diligence – idea sourcing, financial analysis, primary & other reference checks and investment decision making. It’s a unique opportunity to be part of a small founding team and learn from individuals with 20+ years of public market investing experience at some of the most successful investment firms in the country.
We expect candidates to be self-starters with a demonstrated passion for public market investing. This role is best suited to someone with 1-3 years of work experience on the buy or sell side. We are looking for like-minded individuals with the right attitude, cultural fit, passion for investing, willingness to learn & grow at a fast pace with the organization.
Everflow Partners is an investment firm focused on making long-term investments in listed Indian equities. The team is led by Rahul Agrawal and Aditya Agrawal , who have over 2 decades of combined investing experience at leading investing firms like WestBridge Capital, GIC & IFC and are graduates of top educational institutions like IIM-A and IIT-Madras. The firm manages capital for some of India’s leading family offices, entrepreneurs and professionals.
Experience: Between 1-3 years of work experience on the buy or sell side.
Age: Below 30yrs.
Qualification: Graduate from a Tier 1 institute. High score CA/CFA welcome.
Location: Leela Palace, Indiranagar, Bangalore
Salary: INR12-18 lakhs
Designation: Investment Associate
Application process: Interested candidates should mail their resumes along with a stock idea + thesis (not more than 3 pages long – the shorter, the better) to careers@everflowpartners.com
Hiring l Investment Associate l 12-18L l 1-3yrs experience l Bangalore (30-07-2024)
EverFlow is looking to hire for its investment team based out of Bangalore. We are looking for extremely driven & hard-working individuals who are passionate about public market investing. This is a high visibility role working directly with the founders and will involve all aspects of investment due diligence – idea sourcing, financial analysis, primary & other reference checks and investment decision making. It’s a unique opportunity to be part of a small founding team and learn from individuals with 20+ years of public market investing experience at some of the most successful investment firms in the country.
We expect candidates to be self-starters with a demonstrated passion for public market investing. This role is best suited to someone with 1-3 years of work experience on the buy or sell side. We are looking for like-minded individuals with the right attitude, cultural fit, passion for investing, willingness to learn & grow at a fast pace with the organization.
Everflow Partners is an investment firm focused on making long-term investments in listed Indian equities. The team is led by Rahul Agrawal and Aditya Agrawal , who have over 2 decades of combined investing experience at leading investing firms like WestBridge Capital, GIC & IFC and are graduates of top educational institutions like IIM-A and IIT-Madras. The firm manages capital for some of India’s leading family offices, entrepreneurs and professionals.
Experience: Between 1-3 years of work experience on the buy or sell side.
Age: Below 30yrs.
Qualification: Graduate from a Tier 1 institute. High score CA/CFA welcome.
Location: Leela Palace, Indiranagar, Bangalore
Salary: INR12-18 lakhs
Designation: Investment Associate
Application process: Interested candidates should mail their resumes along with a stock idea + thesis (not more than 3 pages long – the shorter, the better) to careers@everflowpartners.com
Hiring l Investment Associate l 12-18L l 1-3yrs experience l Bangalore (30-07-2024)
EverFlow is looking to hire for its investment team based out of Bangalore. We are looking for extremely driven & hard-working individuals who are passionate about public market investing. This is a high visibility role working directly with the founders and will involve all aspects of investment due diligence – idea sourcing, financial analysis, primary & other reference checks and investment decision making. It’s a unique opportunity to be part of a small founding team and learn from individuals with 20+ years of public market investing experience at some of the most successful investment firms in the country.
We expect candidates to be self-starters with a demonstrated passion for public market investing. This role is best suited to someone with 1-3 years of work experience on the buy or sell side. We are looking for like-minded individuals with the right attitude, cultural fit, passion for investing, willingness to learn & grow at a fast pace with the organization.
Everflow Partners is an investment firm focused on making long-term investments in listed Indian equities. The team is led by Rahul Agrawal and Aditya Agrawal , who have over 2 decades of combined investing experience at leading investing firms like WestBridge Capital, GIC & IFC and are graduates of top educational institutions like IIM-A and IIT-Madras. The firm manages capital for some of India’s leading family offices, entrepreneurs and professionals.
Experience: Between 1-3 years of work experience on the buy or sell side.
Age: Below 30yrs.
Qualification: Graduate from a Tier 1 institute. High score CA/CFA welcome.
Location: Leela Palace, Indiranagar, Bangalore
Salary: INR12-18 lakhs
Designation: Investment Associate
Application process: Interested candidates should mail their resumes along with a stock idea + thesis (not more than 3 pages long – the shorter, the better) to careers@everflowpartners.com
Vinay Ambekar’s portfolio (29-07-2024)
Thank you Vinay ji, I am logged in but I am unable to download the portfolio document shared by you. I am logged in but it says “Private page”
3B Blackbio DX Ltd (29-07-2024)
Wondering if anyone in the community has heard anything concrete from Mr. Dubey about the NSE listing progress for 3BB?
Man Industries (India) Limited (29-07-2024)
Its been discussed in pretty much every earnings call. You can follow up there.