great set of number, waiting for concall.
Posts in category Value Pickr
Mayank portfolio (26-10-2024)
moving in a right direction. debt reduction is going on and management is moving the business in right direction.
Mayank portfolio (26-10-2024)
management is experting improvement in ebidta margin from net quater.
growth in CDMO is quite good. i am holding it for 2-3 year till then their new capacity are live and running.
Mayank portfolio (26-10-2024)
good set of number management is very bullish for future growth. yesterday concall was worth listening.
Mayank portfolio (26-10-2024)
Current quaterly result are going good for my portfolio companies.
company is generating good cash flow and acquiring new business for inorganic growth. its NABL Accredited labs is increasing my confidence in it.growth guidence is remain in midteen but profit growth and cash flow are moving it more.
Mayank portfolio (26-10-2024)
| COMPANY | PORTFOLIO % |
|---|---|
| GARWARE HI TECH | 13.8 |
| KRSNAA | 5.5 |
| NUVAMA | 11.9 |
| SENCO | 13.2 |
| SUPRIYA LIFE SCIENCE | 7.3 |
| ORIENTAL A | 5.6 |
| LAURAS LAB | 5.8 |
| NEULAND LAB | 6 |
| THYROCARE TECH | 5.7 |
| PRIVI SPECILITY | 6.7 |
| DEEPAK FERTILIZER | 6.7 |
| JUBLANT PHARMOVA | 6 |
| Edelweiss Financial Services | 5.9 |
| TOTAL | 100 |
Currently my portfolio is down 7.74% from all time high for me its good because i am holding only mid and small caps. recently i made some changes sold pricol and purchased edelweiss financial services i consider edelweiss for is Alternative
Asset Mgt business which can go through demerger.
Solitaire Machine Tools (micro cap stock in machine tools sector) (26-10-2024)
Thanks Bhaven very detailed and useful analysis.
I also believe with growing AI there will be need nuclear power and India is also looking to start nuclear power basis ET article below.
Demand for Nuclear power should also give huge tailwinds to products sold by this company and we should track sale volumes in future to see the uptick.
Disclosure: Invested recently hence my views will be biased.
Tracxn Technologies (26-10-2024)
Does anyone know why the earnings release has been postponed from 25 Oct to 8 Nov? Does it indicate some trouble?
Avenue Supermart: a compounding machine? (26-10-2024)
Big Basket has both 2 hours to 1 day delivery and quick commerce, each segment has its own customers who are loyal to their quality products and never mind paying high price for the quality and convenience. It took more than 10 years for them to build this customer loyalty.
In case of Zomato, Swiggy and other startups funded by VC the strategy is to pump up the valuations and eventually take exit, they will do anything it takes to reach their target.