Is Xanomeline used as an API in any other medicine.???
Are there any other manufacturers for Xanomeline???
Posts in category Value Pickr
Globus Spirits (26-12-2023)
Don’t give to much weightage to any management commentary, Specially to commodity players.
Just figure out key variables, try and track those along with management commentary.
HDFC Bank- we understand your world (26-12-2023)
Markets are comparing an Apple to an Apple, and now we will have to wait for next NPA cycle to see who has done a good job at risk management.
Presently the PSU and Pvt banks are VFM.
Comparing historical BV is good way to start, we have to see what would the Mean banking valuation be for any well managed bank.
Perhaps someone can derive what will be the average BV for top 5 pvt banks in next 5 years would give a good learning
My Portfolio- Why I own what I own- Veni Kothari (26-12-2023)
On Vmart I did not like management decision to lower ASP and instead of focusing on premiumisation they are focused in value growth so an investor I do not like the fact that they are compromising on margins, I know the founder is focused on the value segment and want to target lower middle class and also he is visionary and smart I just do not like this strategy, though valuations are cheap and although Lime Road is making losses I think the intent was right and they did not overpay for Limeroad acquisition it just did not workout well and they have realised their mistakes and focused on reducing their loses.
Also I am not very confident about about their MOAT, only comfort is valuations.
Priyank’s Portfolio (26-12-2023)
26 December 2023
- Have been re-structuring the portfolio.
- Sold off Max India. I like Max’s management but there are some other businesses that I like more.
- Reviewing M.K Ventures.
- Note for Self:
Sansera Engineering Ltd – Initiating Coverage – 20122023_20-12-2023_14.pdf (3.9 MB)
Company Insider BUying Tracker (26-12-2023)
I have been doing investments for few years
I have used few tools before I made my own tool for insider trade tracking.
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tickertape tool and the one which is provided by trendlyne ( I have used both and they are good but not great )
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The tool which I have created is highly sophisticated and provide detailed insights on insider trading.
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But I want to understand is there really a need for such tool in first place. Because I see not much interaction in the thread.
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These are the few screenshots of the tool. Currently the tool is just running in my system. Not hosted anywhere. Just share your opinions. I can share it to public as proper tool if there is a real need in place. Hence creating the thread.
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Home page
Individual company page
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LeadsPage
Watchlist updates
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Tracking the company through Tags and status
Tags and status dashboard
My Portfolio- Why I own what I own- Veni Kothari (26-12-2023)
I am studying SW solar I still I am trying to figure out their MOAT in EPC business, promoters selling is not a big deal as Shapoorji Pallonji group is under a lot of debt and this is business is not their focus, also since Reliance has entered I am assuming it will receive a lot of EPC contracts for their upcoming capex for solar plants they had announced to be built in jamnagar, they have also won a lot of orders in Nigeria and raised a QIP so there is revenue visibility too, could you please share your thesis on SW solar.
HDFC Asset Management Company (26-12-2023)
FY2023 profits of AMC companies. HDFC may go down to 3rd position in current fiscal due to SBI’s excellent growth in AUM
Management should make aggressive plans to move up to 2nd position in AUM first
HDFC Bank- we understand your world (26-12-2023)
I think it is more serious in HDFC because as far as what I have heard if targets are not meet they lose their job, my RM in HDFC shifted to Kotak for a lower package as he just had a kid and wanted some work life balance.
HDFC Bank- we understand your world (26-12-2023)
True, their mobile banking app is not the best. All the pain point or mis-selling you mentioned are practiced by all banks 
(For proof, you can search bank name on Twitter)