Hey, Many thanks for the updates.
What is the reason for this one off, was it higher inventory bought earlier by customer ? And now replenishment will start ?
Posts in category Value Pickr
DHP India Ltd – Regulators and Fittings (04-03-2024)
Rudra’s PF and Information attic (04-03-2024)
In Table 1, does velocity signify CAGR and valuation is peak PE multiple? What do the arrows in yield column represent? Interesting to find that the initial investors would have made money even at the end of many of these infamous bubbles.
Rudra’s PF and Information attic (04-03-2024)
In Table 1, does velocity signify CAGR and valuation is peak PE multiple? What do the arrows in yield column represent? Interesting to find that the initial investors would have made money even at the end of many of these infamous bubbles.
Voldemort’s Portfolio (04-03-2024)
Did not buy polymatech expecting them to be a Nvidia competitor
I understand from my limited knowledge that opto-semiconductors work with the absorption and emission of light, such as LED diodes.
In this context, the hair regrowth lights produced by the company might be devices that emit low-level laser light at specific wavelengths, typically in the red or near-infrared spectrum. This light is thought to penetrate the scalp and stimulate cellular activity within the hair follicles.
Whether this treatment is effective or not is a separate matter. (there were studies in both ways).
I do find too much good floating about the company which is making me jittery. But until we have some quantifiable flags, i find the company to be doing extremely good and will continue holding
Regards
Voldemort
Voldemort’s Portfolio (04-03-2024)
Did not buy polymatech expecting them to be a Nvidia competitor
I understand from my limited knowledge that opto-semiconductors work with the absorption and emission of light, such as LED diodes.
In this context, the hair regrowth lights produced by the company might be devices that emit low-level laser light at specific wavelengths, typically in the red or near-infrared spectrum. This light is thought to penetrate the scalp and stimulate cellular activity within the hair follicles.
Whether this treatment is effective or not is a separate matter. (there were studies in both ways).
I do find too much good floating about the company which is making me jittery. But until we have some quantifiable flags, i find the company to be doing extremely good and will continue holding
Regards
Voldemort
My Portfolio review (04-03-2024)
What do you mean by vakueresearch ?
My Portfolio review (04-03-2024)
What do you mean by vakueresearch ?
HDFC Life Insurance Company (04-03-2024)
Yes, I tend to agree with your observation. I have also realized that, probably HDFC Life is more suitable for entry and exit at right prices. Whether it is a long term compounder or not is not yet clear.
HDFC Life Insurance Company (04-03-2024)
Compared to historic, usually more than 3x, it definitely looks undervalued at this stage. But then Icici pru is trading at, i think, less than 2.5x.
Still comparitively, HDFC life is tradi g at higer multiples than Icici or Sbi.
Invested and planning to increase.