Been following it for long…story sounds good.
Execution is what I look for 
Disc: Exited, might re-enter later.
Posts in category Value Pickr
Yash Pakka – (Previously Yash Paper) – Rising from ash (15-10-2023)
Jkil — jkumar infraprojects (15-10-2023)
Last time I checked…there was too much dependance on Maharashtra region, is it still true?
Their scale & delivery has been good.
What are the triggers for the expected Earning Acceleration, could share your notes please?
Astec Lifesciences (15-10-2023)
Management in Previous conference calls have denied this atleast for the medium term. Also long term, with CDMO getting a bigger share, Agrovet merger might be a challenge for some innovator clients which might have competing products with Agrovet.
Screener.in: The destination for Intelligent Screening & Reporting in India (15-10-2023)
First of all, thanks for providing such a fantastic tool. If we can have the following features, it will be super helpful
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Query feature for a screen. For example, let’s say I open a sector-wise screen, I want to remove garbage companies from that screen. A query feature will be super helpful here.
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Can we have some economic plans? 5K seems too much for a newbie. For example, multiple watchlists, industry filters, and segment results are common and super useful features and it’s very limited in the free plan. In an economic plan, we can keep a threshold, let’s say 50 or maybe less but not unlimited.
Pratik’s Portfolio – Review (15-10-2023)
Interesting set of companies, Pratik. For Kotyark Industries, what is your take on competition? Given the size of the opportunity, I do not understand why there are not many players making bio-diesel.
You need only a few charts to decide (15-10-2023)
Currently, its WIP. I will share it here in few weeks time once I complete this.
You need only a few charts to decide (15-10-2023)
Economic Value Added or Economic Profit Added. The concept is pretty old but modernized by Stern Value Management in recent times. It basically measures whether the company is adding value for shareholders or destroying it.
You need only a few charts to decide (15-10-2023)
Hi, thanks for showing interest. This excel is still work in progress. I will share it once I complete all other workings.
Red Tape Ltd. – The next fashion giant? (15-10-2023)
Exactly my point, Redtape can’t be compared to these brands in aspirational value. Yet those aspirational brands get most of their sales
Then, how can Redtape be expected to buck this trend of the market ?
Bhageria Industries – Can the Dye improve us too? (15-10-2023)
By the end of the solar implementation project, APM Terminals Bahrain will have installed 20,000 solar photovoltaic panels capable of generating 18.5 Gigawatts of electricity per year.
More scope for Bhageria Inds?