Posts in category Value Pickr
RS Software – Will they pay investors too? (23-02-2024)
I am not tracking the company now but i know during 2015-2017 the company made many tall claims and took the investors for a big ride. Raj Jain has a habit of promising big things. During those times, they used to say that they are working with NPCI and they are part of all the digital stakes India has build including UPI. However, the revenue never became visible and eventually the investors suffered. So we should not just judge them by 1-2 quarters of results.
Disc: Not invested.
RS Software – Will they pay investors too? (23-02-2024)
I am not tracking the company now but i know during 2015-2017 the company made many tall claims and took the investors for a big ride. Raj Jain has a habit of promising big things. During those times, they used to say that they are working with NPCI and they are part of all the digital stakes India has build including UPI. However, the revenue never became visible and eventually the investors suffered. So we should not just judge them by 1-2 quarters of results.
Disc: Not invested.
Geekay Wires Ltd (23-02-2024)
Thank for clarificaton
Geekay Wires Ltd (23-02-2024)
Thank for clarificaton
Smallcap momentum portfolio (23-02-2024)
@LarryWink My understanding is that the performance cited here is about the platform that runs Smallcases, and not the performance of smallcases it hosts.
Their areas of income should be subscription and commission from the Investment Managers. I don’t think it is connected to the AUMs managed by the managers.
They have recently converted some of their free smallcases to paid ones. I guess the results will be visible in the coming years.
I suppose they continue to develop the smallcase platform; hence most of the expenses are due to manpower (software development).
FY23 was good for investors, but “smallcase” platform might show better results going forward.
This is how I interpret the results.
Smallcap momentum portfolio (23-02-2024)
@LarryWink My understanding is that the performance cited here is about the platform that runs Smallcases, and not the performance of smallcases it hosts.
Their areas of income should be subscription and commission from the Investment Managers. I don’t think it is connected to the AUMs managed by the managers.
They have recently converted some of their free smallcases to paid ones. I guess the results will be visible in the coming years.
I suppose they continue to develop the smallcase platform; hence most of the expenses are due to manpower (software development).
FY23 was good for investors, but “smallcase” platform might show better results going forward.
This is how I interpret the results.
Keltech Energies (23-02-2024)
Just learnt from a friend in the field, Solar industries and Premier explosives are better companies.
Keltech Energies (23-02-2024)
Just learnt from a friend in the field, Solar industries and Premier explosives are better companies.