Thank you, awaiting your Google sheet also for study of methodology.
Posts in category Value Pickr
IRFC – A Zero NPA NBFC (09-12-2023)
Can we get the relevant and current fy figures mentioned in the case study?
Shankara Build Pro – Building Materials Organised Retail (09-12-2023)
I am trying to understand how margins were 6-7% in 2017-18 when they were on expansion spree and lot of new stores were not breaking even? If i see current results, i think all stores are profitable and commodity prices also cooled off but still margins are around 3% as compared to 6-7% in 2017-18. Even retail contribution has increased, now around 55% as compared to less than 50% back then. I have gone through concals and AR but couldn’t figure out why. Could be something straightforward which i am missing, please let me know.
Thanks.
Indian Energy Exchange (IEX) (09-12-2023)
One simple and easy to understand use case may be used car sales. In many cases the authenticity of records are questionable but blockchain can solve this problem. But as already pointed above, it requires huge computing power and is super expensive (at least for now). Another challenge is that all the value chain partners should be connected and can’t work in silos.
Persistent Systems-Potential Multibagger (09-12-2023)
(post deleted by author)
Praj Industries (09-12-2023)
My richdreamz portfolio – visit my portfolio to learn together! (09-12-2023)
Hi @richdreamz,
As usual very well articulated post. Always love your writings.
If you are fine, can you please elaborate on your fitness journey. This is one of the important aspects of a good life and many of us miss it more often.
Regards,
Raj
Case Study: Felix Industries (09-12-2023)
Hello, I would like to know the reason why there was such a drastic change in sales in Sept 21- March 22 quarter?
Also, there has been a significant reduction in promoter holding since past couple quarter.
Would love if you could clear my queries.
Regards
Rajesh Exports: Time to examine this story seriously? (09-12-2023)
pls share intellegence from the shared report.
one observation : this is March -2021 document. is this still relevent?
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (09-12-2023)
Just make a account with them, initial articles would be free of cost @Aman7967