Reflecting on the journey of developing Screener Specter has been a rewarding experience, and as we enter Samvat 2081, I wanted to share some insights that I hope resonate with fellow investors and builders.

The Power of Incremental Improvement

Developing Screener Specter has been a lesson in the value of small, steady enhancements. Every feature addition, from historical valuation metrics to support/resistance levels, has been shaped by user needs and feedback. This is much like investing, where gradual growth often outperforms sudden, impulsive changes. Success in both areas seems to come from patience, steady progress, and staying aligned with long-term goals.

Embracing Feedback and Adaptability

Feedback has been the driving force behind Screener Specter. Listening to users helped me evolve the tool to meet real-world needs, making it more effective and valuable. In investing, adaptability is equally essential. Markets continuously teach us to adjust based on new information rather than sticking rigidly to preconceived ideas. Embracing feedback, whether from users or markets, keeps us open to evolving and improving.

The Importance of Documenting Decisions

Throughout development, I documented significant changes, decisions, and the rationale behind each. This documentation provided clarity and direction, especially when faced with challenges. A similar approach can be invaluable in investing, where keeping a journal of decisions and emotions allows you to learn from past moves and recognize patterns. Revisiting these records periodically can prevent repeated mistakes and build on successful strategies.

Data Transparency and Fair Evaluation

A core priority for Screener Specter has been presenting data transparently, allowing users to interpret information without bias. Just as in investing, transparency and clarity prevent us from relying on one-sided narratives. Honest data evaluation—acknowledging both strengths and limitations—can prevent impulsive decisions and encourage balanced perspectives.

Balancing Simplicity with Complexity

Building a tool that is both comprehensive and user-friendly is a challenge, one that required me to continually evaluate which features added true value. In investing, simplicity can often outperform complexity. Overcomplicating an approach can lead to analysis paralysis or unnecessary over-trading. Striking a balance—focusing on core metrics without adding excess noise—enhances decision-making.

Staying Resilient Amidst Challenges

Building Screener Specter has had its share of obstacles, from debugging to incorporating new ideas. But every challenge reinforced my commitment and brought invaluable growth. Investing, similarly, can test patience and resilience, particularly during market downturns. Remembering the bigger picture and staying grounded in your purpose helps you weather challenges and emerge stronger.

Collaboration as a Force Multiplier

This past year has taught me the value of collaboration. Working alongside like-minded investors and developers has enriched both Screener Specter and my own approach to investing. Collaborating with others can offer fresh perspectives and insights, helping you think beyond your own blind spots. This is true in investing as well; discussing ideas and strategies with others can clarify thought processes and deepen understanding.

Looking Forward to Samvat 2081

As we step into Samvat 2081, I’m excited for the future possibilities for Screener Specter and the new horizons in investing. This new year offers a chance to embrace fresh perspectives, keep building on what we’ve learned, and stay resilient through the cycles. Wishing everyone a prosperous Samvat 2081, filled with growth, learning, and meaningful progress in both markets and life.

Hello experts,

I am new to investing and had gone through Supriya life sciences Annual report and recent quarter report. Overall opportunity looks good to me also, I remember the Q1 con call they answered that OPM guidance for Q2 was given above 30% however, they reported Steller 39% now, they have given conservative guidance of 1000 cr revenue so, they need Sales growth 25% to achieve the top line of 1000cr revenue may be because I heard of Tailwinds in CDMO. what’s your thought on this ?

THE MOST IMP THING! I am not able to find and track that what are the raw material this company uses to manufacture all the product categories because this look like margin expansion has only been when material cost was extremely low. I just fear that this should not turn out to be a value trap when material cost inflates and margin collapse and then PE would look expensive

Need your opinion here

Status – Invested

I agree. But labour cost was not a deterrent for qc even in developed countries like USA. So many qc companies in USA for a country with less population while India has a good population and per capita income is rising leading to people giving more importance to convenience, time saving over cost.

US Quick E-commerce companies:
GoPuff, DoorDash, Uber, Instacart, Postmates, GrocerKey, Jokr, Buyk, Fridge No More, Gorillas, Getir, Zapp, Delivery.com, Mercato, Weezy, Flink, Jiffy, Ultrafast

Very detailed article on USA qc:
https://www.coherentmi.com/industry-reports/us-quick-e-commerce-market

Q2FY25: V2 Retail: What happened to the profitability?

Baheti Recycling Industries Ltd

PPT

https://nsearchives.nseindia.com/corporate/BAHETI_26092024181438_IntimationofInvestorPresentation26092024.pdf