Posts in category Value Pickr
Addictive Learning Technology limited (LAWSIKHO) (04-05-2024)
They are planning to do 4x sales in 3-4 year but on base of FY 23 or FY 24?
Atma Nirbhar Bharat – Stock opportunities (04-05-2024)
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (04-05-2024)
I would tend to agree with this observation.
ICICI Bank and ICICI Direct web site was down for more than 4 hours just few days back (I do not remember the exact date), so these technical glitches are across the Banks.
Sometimes those are not reported widely by Media.
Hence, as long as business is good, an investor should focus on the business fundamentals.
Off course in this case, fundamentals will be impacted to some extent but keep faith in your conviction and management’s capability to overcome such tough situations.
Probably they were little less cautious earlier and Hope that, they will learn a lesson and turn around the situation like many other banks.
Disclosure : Invested in Kotak Bank in the past 2-3 years.
Multi-Disciplinary Reading – Book Reviews (04-05-2024)
When To Sell Paperback – 1 December 1999
by Justin Mamis (Author)
A classic book that was updated and revised in 1994, now with an updated foreword written by the author. A meaningful analysis, a few rules to follow, how to choose good charts, and numerous case histories. Guidelines to follow which help you to be self-reliant.
AGI Greenpac- on the cusp of growth? (04-05-2024)
So from the con-call it appears that Management doesn’t anticipate a scenario where the ruling is not in their favor (as in there doesn’t seem to be a plan B with regard to future growth). So let’s hope their confidence holds good. One point that I couldn’t quite grasp was the condition subsequent to acquisition of HNG to sell their Rishikesh unit (400 TPD capacity) which is a voluntary modification action from AGI. Anyone can shed more light on this?
Meghmani Finechem – Underrated multibagger? (04-05-2024)
Why would a B2B product be sold via 2/3 channels in between? Seems weird. CPVC is mostly used in pipe making if I’m not wrong.
Basilic Fly Studio Ltd (04-05-2024)
This was not discussed in last concall at all. Interesting to learn more and which companies may get benefit?
By the way following list point out treaty with India government. US is not included. Canada and UK is included.
D: Invested
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (04-05-2024)
I of course don’t know what the market is thinking but the book value per share growth rate is quite ordinary for this stock. This is due to constant and large share dilution that is happening.
In my understanding this is what matters in the financials.