Hello Guys, i am also interested to join in. I am from Navi Mumbai too
Posts in category Value Pickr
Permanent Magnets – Business under transformation? (02-05-2024)
@Rudresh Link isnt working anymore. Do you have a copy of this release by company?
Also, anyone tracking order book for Permanent Magnet?
Cloning Famous Investors (02-05-2024)
Also, remember capital allocation also plays a big role here, let’s say you allocate a high amount to a certain stock while cloning whereas the Big HNI might just invest very little of their portfolio, and if the thesis fails, it doesn’t impact their returns and on the other hand your CAGR mess up
Gurugram Valuepickr (02-05-2024)
Hi, I am from gurugram. Ill join whatsapp group shared too
Gurugram Valuepickr (02-05-2024)
Hi. I am in. It would be awesome to share ideas and learn from each other.
Why is VRR greater than Repo Rate now? (02-05-2024)
From my understanding the VRR is usually lower than repo rate to inject liquidity into banking system. But now, the VRR is greater than repo rate which is counter intuitive. Can anyone help me with why this is the case
Ador Welding Ltd (02-05-2024)
I presumed you will attend.
Disclaimer, i sold 50 pc of my tracking position today
Skipper Ltd., (Power and Water) a moat in making? (02-05-2024)
Did they mention why tax rate is so high?
I was expecting better margins with such big revenue growth.
ValuePickr- Mumbai (02-05-2024)
Surprised to see other city VP chapters racing ahead of India’s financial capital. Lets go Mumbai!!
Skipper Ltd., (Power and Water) a moat in making? (02-05-2024)
They guided for 25% growth, but delivered 75% revenue growth.
Margins still around 10%.
Next FY guidance, again 25% growth and 10% margins on a higher base.
So, how are people viewing the result?