Certainly, we shall update on the forum too. Tentatively the next meetup will take place on 7th Jan 2024. If you are not added to the whatsapp group, send me a DM of your phone number, will add you to the group.
Posts in category Value Pickr
Red Tape Ltd. – The next fashion giant? (18-12-2023)
Came across something interesting today –
Red tape is the only indian brand that shows up at the top of the Popularity/Best sellers filter with international brands like Puma, Reebok, and Asics on most of the popular e-commerce platforms.
ITC: “Will”(s) “Gold Flake” assist “Ashirwad” to win “Bingo!”? (18-12-2023)
With the kind of cash they generate, after capex if any and dividends, I think, they will always look to diversify and venture into a lot of things, along with M&A. Some of these ventures may fail, some may succeed, some may just stay on paper.
And I wish the company grows into an even bigger conglomerate, with many more diversified businesses, with no demergers, so as to keep all businesses under one roof, like Berkshire Hathaway, provided they use the cash diligently, without losing tobacco sales to illegal products, and FMCG becoming more profitable, with no additional allocations to hotels etc etc.
Invested.
Campus Activewear – betting on the India Consumption Theme (18-12-2023)
Going by this logic there is only one brand that shows up with international brands on Myntra and Flipkart which is Redtape.
Steel Strip Infrastructures – Hidden Gem (18-12-2023)
I will try to find . Does it fit the criteria for backdoor listing ?
Investing Basics – Feel free to ask the most basic questions (18-12-2023)
From what little I know, I don’t think we should mix investing and speculation, so to speak, together.
While there are instances, where stocks have risen 20 or 30 times in a couple of years, they are rare. With shorter term trades, the payoff could be very good, one can get 20-30% in a couple of months, and if one can do this repeatedly, finding trending stocks in trending sectors, with increased position sizing, pyramiding, with good knowledge of TA, and timely exits, not to mention the markets being buoyant, there is a possibility of making more than what one would get through investing in the same period of time, and all of this is without leverage, and in cash segment. Not to mention the risk management, which can completely derail everything.
100 crores from 1 crore in 3 years, must be derivatives too? He must be a great trader, and he must have been very lucky on certain days with derivatives trades, and he must have got big losses too.
From RJ himself. He admired both Buffett and Soros.
Sandur Manganese (18-12-2023)
Board recommends Bonus Issue in the ratio 5:1
ITC: “Will”(s) “Gold Flake” assist “Ashirwad” to win “Bingo!”? (18-12-2023)
ITC has usually been an investor darling mostly thanks to its diverse businesses. Its various sectors include FMCG, Agri, Paper, Hotels and IT.
While Hotels business demerger has been announced, I assume we will see ITC Infotech to be the next demerger candidate.
Now, this should be good news. But, what is the next business sector for ITC to enter into? I had read about ITC entering into Hospitals business as I had shared on 11th july 2023.
There has not been any update on this since 2017. Linkedin profiles of Dr. Chandy Abraham still show them as hired by ITC healthcare project.
This can be an excellent lever for ITC to grow to the next level.
Rudra portfolio (18-12-2023)
Please explain the rational behind Maruti Suzuki
IPO Review – Discussion until listing (18-12-2023)
Hi All,
Hope everyone is doing well. Is there any discussion thread on the upcoming IPO’s. It seems every week at least 3 companies are doing IPO. If there is any thread people are aware of or keep updating, Please put the link .
Thanks in Advance