@kenshin I came across this thread while trying to understand about Nvidia and why its shares have gone “Tesla” crazy. You started this conversation in 2020 and seem to have believed in AMD back then. 4 years later what are your thoughts on Nvidia and the future of this industry? Personally I believe the company that is closest to the consumer is going to make the most money not the chip manufacturers. Question is who is going to be able to monetize the power of AI and come up with an application convincing enough that we want to pay for the service?
Posts in category Value Pickr
Basilic Fly Studio Ltd (25-02-2024)
Hello thank you,
Could you help me with one thing, VFX is increasing for sure, my question is with AI vfx is mostly becoming more easier than before, will Basilic Fly be benefited? Can it be like Margins can go down?
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (25-02-2024)
Jindal saw concall mentioned about Hydrogen theme.
Man industries concall mentioned about Hydrogen to be transported in LSAW pipes only.I see a huge opportunity in MAN INDUSTRIES and JINDAL SAW.Any more value buy available in transportation sector specially pipes? Do you think Man industries have taken the first step and will be leader in LSAW pipes for hydrogen?Inputs are welcome.
Rain Industries – An oversold de-leveraging play (25-02-2024)
As I understand this, they have impaired the CGU and as the CGU has goodwill, goodwill is the first category within CGU to be impaired.
And the goodwill impaired cannot be reversed upon reversal of Impairment.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (25-02-2024)
With elections round the corner and due to farmer’s protest, the government has increased FRP to Rs.340/quintal. Can anyone share the impact of this on sugar industry and it’s long-term impact on sugar companies??
Shalimar Paints Ltd. — Worth a Serious Look — Significant Rerating Triggers Inplace (25-02-2024)
I was really intrigued after reading the article by Mr Shankar Nath. Wanted to dig deeper to understand the capability and the track record of the management, specially Mr. Ashok Kumar Gupta who has done wonders with Jindal Stainless and APL Apollo Tubes.
There are two points which I am a little concerned about
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In the interview – https://youtu.be/HgdbdmBBYfY?t=246 in Sept 2020, Mr Ashok Gupta talked about reaching 1000 Cr revenue in three years. Now there was another COVID wave after this so it would have definitely affected his plans. By march 21, there was revenue degrowth of ~5% and by march 22, they reported revenue growth of ~10%. Results begin to look good by March 23, where they reported revenue growth of ~35% (at 486Cr). The problem is, if you look at the end of dec quarter, FY 24, the revenue growth seems to have slowed down (TTM revenue is ~526 Cr.). At this rate it might be difficult to reach a 1000 Cr revenue even by FY 25. Is this a case of over-promising and under-delivering? I am not sure.
It seems, the 1000 Cr revenue target was later revised and is now targeted for FY27 – Shalimar Paints hopes to cross Rs 1,000 crore topline in coming years, ET RealEstate -
The company does not seem to have published earnings call recordings/ transcripts for Q2/Q3 FY ’24 . (Or is it that I am unable to find them?). Is this a red flag? Would love to understand fellow investors point of view here.
Disc: Not invested, tracking
Jindal saw – Another beneficiary of India’s growth story (25-02-2024)
Jindal saw concall
Smallcap momentum portfolio (25-02-2024)
@visuarchie hii, Could you please share the current percent allocation of the funds within these 20 stocks, either here or in excel. I want to enter but not sure about how do allocate funds.
Dream FIRE Portfolio (25-02-2024)
I use US brokerage as I built this portfolio while staying in US.
Smallcap momentum portfolio (25-02-2024)
thanks this is super helpful
On 1 – wow that’s a lot of effort to do manually. Should be a better method as manual may miss. However this is excellent
One thing – have you tried variations of this strategy to see the variation in results?