Thanks for doing that, can you give a couple of examples of how you calculated that? Did you account for GST if that was included in the order value?
Posts in category Value Pickr
PDS Limited – A platform for entrepreneurs (25-02-2024)
As per the disclosure its a subsidiary of ASDA stores. Probably a sourcing arm based in Turkey. It may not have any assets. I think it would be more like a sourcing contract. As for ASDA, the PAT mentioned may be a very small amount, which would make sense for them to outsource the activity to a specialised company like PDS.
PDS Limited – A platform for entrepreneurs (25-02-2024)
As per the disclosure its a subsidiary of ASDA stores. Probably a sourcing arm based in Turkey. It may not have any assets. I think it would be more like a sourcing contract. As for ASDA, the PAT mentioned may be a very small amount, which would make sense for them to outsource the activity to a specialised company like PDS.
Info Edge – Peter Thiel model (25-02-2024)
Does anyone have any insights on how Info Edge’s later bets (startup investments from balance sheet before the formation of the AIF) are faring?
Zomato – Should you order? (25-02-2024)
https://x.com/Rahul_J_Mathur/status/1761778261946777652?s=20
Blinkit is expanding it’s Franchise Owned Franchise Operated Warehouses. Asset light way to expand. A welcome step.
CCL Products (25-02-2024)
Company receives tax breaks in Vietnam so this is a blended tax rate.
Smallcap momentum portfolio (25-02-2024)
How come your Momentum strategy never picked Anant Raj till now.
I like stocks like this, quite easy to hold and ride.
VST Industries: Puff full of power? (25-02-2024)
How long Supply by BAT will continue, your take on that please.
Macfos Limited- A niche E-commerce Company (25-02-2024)
No, it surely is not an old thing, a lot of companies who apply for refunds of gst through our firm, in their input details or annexure b for which they are claiming refund, i have seen name of a company named macfos pvt ltd, it is as recent as 1 or 2 weeks back. And these companies are mostly taking hardware supplies from this macfos pvt ltd.
I am neither invested nor interested in this company because of my lack of exposure to this hardware supply field. I can’t even feel like anything like this might be existing, thriving is a totally different matter. I am mentioning it here only because i thought i have gained a lot from this platform, so, i also should contribute to the community whether i am interested in company or not.
Please check this, this might be a mistake also from my end and those companies applying for refund also might be using its previous name, but being a bit careful won’t cost much.
Dream FIRE Portfolio (25-02-2024)
Could you explain a bit more on the AI related software companies that you have mentioned in your post will be very helpful