Posts in category Value Pickr
Websol energy system ltd (15-10-2023)
Thanks @pahaaadi for the acknowledgment ! The Ebitda margins should be around 15% , 12-15% is safe to assume with scale it should go higher. Uploading a flashnote by B&K
Websol Energy Systems – Flash Note – 07 Sep 23.pdf (199.6 KB)
Raymond – The Complete Man (15-10-2023)
Few articles based on Jefferies’ buy; target price / valuation etc. Since then Raymond is down by more than 10%.
Disc: Invested
John Cockerill India: A Case Study on Decarbonisation of Steel (15-10-2023)
Nice article, can you throw some light on competitive landscape and JCIL’s product positioning relative to their competitors?
Sunflag Iron & Steel (15-10-2023)
Interesting reading!
Disc: Invested
Red Tape Ltd. – The next fashion giant? (15-10-2023)
The only differentiating factor here is that discounts in these brands are usually offered on old stock, New arrivals rarely have any discounts, unlike Redtape. But I am very sure these brands make most of their sales when products are discounted. Aspirational value plays a huge role in premium fashion brands like Nike, Adidas, Skechers, etc… you can’t compare Redtape to such brands.
Red Tape Ltd. – The next fashion giant? (15-10-2023)
We can do a simple exercise. Browse any ecom website for any good brand shoes , say Adidas, Nike, Reebok, Sketchers, you name it. See how many of their items are being sold at discount to listing price vs how many are being sold at quoted price. We will get the answer on how market is structures. My observation is, almost all brands are selling at huge discount vs listing price. I guess, numeracy is high among Indians, compared to, say Europeans/Americans. So even with all this jugglery on listing price and myriad discount %ages we are still able to figure the relative cost vs perceived quality of the product. IMHO we shouldn’t try to read much on it.
Rudra portfolio (15-10-2023)
Thanks for sharing, can you list those themes as I could not understand clearly from this video
Red Tape Ltd. – The next fashion giant? (15-10-2023)
This is the same in physical stores as well
Pragnesh’s portfolio (15-10-2023)
Hi @Pragnesh, any suggestions on fresh positions with a sizeable amount?