One should be extremely careful in the latest/hottest trend/sector. Some of the names trade at insane valuations, for how long will such valuations sustain is a huge question mark. Many businesses in this sector have no competitive advantage, businesses have thin margins, operate on high level of debt, etc. Hence need to be ultra cautious.
Posts in category Value Pickr
KRBL- The King of Basmati rice (21-03-2024)
Hi,
I dont think its due to government…in fact their of appointing distributor is more than 2 qrt old. They have been scouting for long, they are not getting someone who does business on their terms. After long they did appoint one, but that disbt. didnt perform as per the agreement and in fact sued KRBL. That didnt hold, the relationship is no longer in place and they are back to square one in terms of finding a new distb.
Disc: invested
US based NRI’s – How do you guys invest in equity now? (21-03-2024)
if you plan to repatriate the money back some point in future.
Foreign account → transfers wise or something → NRE account → PINS account
Some point in the future, its the reverse flow 
SmallCap Hunter : Trying to find the dark horses with triggers (21-03-2024)
Weird! So as per this data the sales of smallcaps have declined by 23% from Q2FY22 to Q3FY24. And profits down by around 40% in the same period. Then how did the eps grew by 50%? 
Jindal saw – Another beneficiary of India’s growth story (21-03-2024)
Hi all,
Wanted to ask a basic question.Isnt this stock a value trap now?As far as my understanding goes peak earnings-peak profitability- and low PE is time to get out of the stock in cyclical business. Or is this a structural story? Would like comments from experts.
Jindal saw – Another beneficiary of India’s growth story (21-03-2024)
Hi all,
Wanted to ask a basic question.Isnt this stock a value trap now?As far as my understanding goes peak earnings-peak profitability- and low PE is time to get out of the stock in cyclical business. Or is this a structural story? Would like comments from experts.
Wockhardt – A story with twist and turn (21-03-2024)
And the capital raising is activated. QIP issue launch authorized.
PSP Projects – Construction Company (21-03-2024)
Contingent liabilities today is at 800 + crores and is raising. History shows government projects usually pay late and gets stuck in receivables. Margins have come down too. They have been lowest bidders for multiple projects. My question is are they sacrificing margins and being too aggressive to grow revenues?
PSP Projects – Construction Company (21-03-2024)
Majority of their problem has come from a non government project- SDB. Given that the project hasn’t managed to take off with diamond merchants, their retention money and last chunk of receivables have been kept pending beyond the stipulated time here.