@ca.ankitarathi Nice Thread.
Definitely looks good. Have you estimated the Forward Earnings for for FY 24/FY25 based on the order book.
Posts in category Value Pickr
Som Distilleries and Breweries (30-11-2023)
Cash flow is very less compared to Operating profit because more than 50% of profit it stuck in Inventory and receivable. Is this something worrisome ?
DCX Systems Ltd (30-11-2023)
@StageInvesting
investor presentation
PowerPoint Presentation (dcxindia.com)
HBL POWER SYSTEMS: Booting-up for the Race of the Century (30-11-2023)
Though the Kavach TAM is big pond but with entry of MNCs like Siemens & Kyosn no of fish is also increasing and will be interesting to watch the development.
It will surely gona affect existing player ,specially player like kernex who solely depend on Kavach revenue.
https://twitter.com/equitybyaadi/status/1730082127151022257?t=dqVamjxmw4VgbrnAEn7DDg&s=19
PayTM (One 97 Communications Ltd) (30-11-2023)
Hope this helps?
Long term investment strategy (Buy, hold but don’t forget) (30-11-2023)
I will take a deep dive into the reasons for higher economic growth (>8%) during 2003-2013 and use those lessons for my study and analysis.
Since I have a positive outlook about world economy, this study will help me.
As an investor, positive outlook about the world economy is always good.
Since this is deviating from the main topic discussed in this post, I would not add more comments here.
Midhun’s Investment journey and Space to organize investment ideas (30-11-2023)
While most of us grieve and reflect upon the venerated life of Charlie Munger sharing A nice article on the life along with some of his famous quips.
Charlie was the Ben Franklin of our era, a true polymath and great philosopher. His influence on the ever expanding tribe of value investors will now move to vicarious realm.Like he used to love interacting with the “eminent dead “ from now on I am sure he will be canonised along with them by legions of his followers.
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (30-11-2023)
Absolutely! IF they are able keep their asset quality, credit cost in control, we are looking at a business which will be many times its current size in coming years, given the long runway for the Business(MSME lending). What makes me optimistic is that the Management doesn’t just talk about growth but also risk management and credit cost. We need to keep a close watch over quarters, how the Management walks the talk.
