One thing great in favour of long term is less frequent pain of tax. My recent turnover in the portfolio has reduced me to howling to the sky, as the tax has mounted (due to selling) and the portfolio has not gained (in buying).
Posts in category Value Pickr
Divyanshu’s Portfolio (15-03-2024)
Hi @Divyanshu_Bagga: Any plans to refresh the thread with latest portfolio and evolved thoughts? Looking forward to read your current thoughts. Thanks.
E2E Networks Ltd – Listed small Cloud computing player (15-03-2024)
Binswanger ANAROCK_DC Report_Aug 2022_Online.pdf (6.3 MB)
Have this old report:
As per this for E2E :
In Mar 2021, E2E had ~0.2 % of fixed assets of the Data Centre industry in India ( 26 / 12798.5), ~0.149% of installed capacity of the DC industry in India (1000 / 668 * 1000) and ~0.39% of the revenue of the DC industry (35 / 8976). Would love to have these numbers for today if anyone has access to it, plz share.
Avenue Supermart: a compounding machine? (15-03-2024)
I said to visualize it as such, not that there is a real transaction happening.
The intent is to distinguish from the special situations where land bank is empty and thus not reflected in PE or PB.
Nesco (15-03-2024)
NESCO Foods was the lead F&B concessionaire in AAHAR (India’s largest B2B Food & Hospitality Fair) held in Pragati Maidan, Delhi recently.
Avenue Supermart: a compounding machine? (15-03-2024)
You could have said, apparent rental income is accounted in share price, there’s no way it could be accounted in profit and loss. Without any real transaction how can you say that it is being accounted in books.
This argument might make sense that share price has discounted it, books of accounts don’t show hypothetical pictures, and there’s no rule written and unwritten which allows a company to lease assets to itself unless property is held by trust or subsidiary
There is no compect of notional revenue and what you’re saying would have been true, companies might own hundreds of properties and lease it to self and inflat it’s revenues like crazy.
Avenue Supermart: a compounding machine? (15-03-2024)
You may visualize the revenue as sum of revenue from its grocery business plus the rental income from its properties. Just that Avenue Supermart is leasing the property to itself. So rental yield of its properties is already accounted in the profit/loss.
Biocon – The ultimate biosimilars play! (15-03-2024)
https://twitter.com/kiranshaw/status/1768445810314772600?s=46
6 Crores seen in Electoral bonds revelation.
Tamilnad Mercantile Bank Ltd (TMB Ltd) – An undervalued pvt. sector bank? (15-03-2024)
Resignation of Company Secretary and Compliance Officer
Today, Mr. Prakash Chandra Panda has tendered his resignation to the board citing personal reasons.
Avenue Supermart: a compounding machine? (15-03-2024)
They are saving rent expenditure but how the value of land is accounted in the profit/loss?