I wrote about the company on my blog.
I am trying to figure out the moat and also waiting for more favourable valuations.
Posts in category Value Pickr
SmallCap Hunter : Trying to find the dark horses with triggers (22-12-2023)
Thank u for clearing my thought.
RPG LIFESCIENCES – Change in Governance and Performance (22-12-2023)
In this below tweet , RPG was also discussed in the last management part.
Overall a great video to listen.
https://x.com/unseenvalue/status/1737878545370673474?s=20
Hope it adds value to this forum.
dr.vikas
Skipper Ltd., (Power and Water) a moat in making? (22-12-2023)
And so, if I am permitted to dream, then I see Skipper at 1000+ in 3-5 years. Dhanda hai, just needs to win & execute.
Edelweiss Financial Services (21-12-2023)
Sale to AIFs is different from investment in AIFs. As per my understanding, there is no issue with sale of loans to AIFs. The problem comes if Edelweiss had invested in AIFs/ if they accepted units in AIFs as consideration instead of taking money for the sale of loans
WPIL Ltd – Global Water Pumps (21-12-2023)
After reading chart, possible 1st Target now 4145; 2nd Target 4506; Pl do your own analysis before investing.
At present, I am not Invested
Phantom Digital Effects Limited (21-12-2023)
Just found resistance 5 paisa below the target I had mentioned in the above Chart. Now, Once it crosses 480. it should move fast.
Biocon – The ultimate biosimilars play! (21-12-2023)
Knowing when to exit is great… Otherwise at times we fall in love with out thesis. Congrats
Saregama India Ltd: India’s premier music publishing label (21-12-2023)
Goldman bullish on music streaming… sees India as the next frontier of growth…