Posts in category Value Pickr
Maithan Alloys Ltd (19-12-2023)
Some promoters always surprises investors
c3093d2d-5510-4e12-b501-9ab8bd2335cb.pdf (bseindia.com)
Matrimony.com Ltd – Lot of opportunity to grow (19-12-2023)
I think, the site can monitor the traffic of a user. I don’t know if they have the tech to analyze the data gathered, unlike a person who can, looking at what is being done. So they may restrict access if they find out by themselves, or via other means. And if such people are caught, the management may take it to court and see to a judgement being given against the perpetrators.
No positions, but used the site.
Arman Financial Services Ltd (19-12-2023)
Book Value per share jump
https://x.com/ishmohit1/status/1737141255413416181?s=46&t=Am0XGIAZR4xg3ZqcxYwxeg
Matrimony.com Ltd – Lot of opportunity to grow (19-12-2023)
I want to make a silly argument. I’ve seen Marriage brokers in tier2/tier3 cities extracting bride/groom data from these sites like Matrimony and running their own business by marketing and selling it for commissions. I don’t think there’s any way to defend against this and hence the company will miss out on potential revenue opportunities on rural areas.
Disc: Have a small position, wait and watch for few quarters and then will decide
Gravita India success story (19-12-2023)
Returns from equity markets?
If so, not a bad way to use surplus funds.