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Posts in category Value Pickr
The SME portfolio (25-09-2023)
I have no idea about their technology and hadn’t included the technology part in my review at that time.
CreditAccess Grameen: Traditional MFI model, efficiently operating at scale (25-09-2023)
Power packed interest from Western Investors
The SME portfolio (25-09-2023)
I had once reviewed it but looking at the valuations (around March) and seeing it rallied so much, didn’t went deep into it. Also one lot was of 8 Lac rs which was unaffordable, hence ignored further on.
Investing Basics – Feel free to ask the most basic questions (25-09-2023)
hi
How to know that a particular group of promoters is good or bad. Please elaborate
Thanks
The SME portfolio (25-09-2023)
Have you looked at Taylormade renewables? Any thoughts on it? Addressable market is huge and they have patented their technology. Bagged order from Asian paints, quiet remarkable.
Hindustan Foods (25-09-2023)
Assets have been increasing, so are sales and profits, but there is also debt. There has been capex, and FCF is negative.
And there is price appreciation in the stock, and consolidations, because of previous high moves.
Not invested.
Himatsingka Seide (25-09-2023)
Company recently launched Himeya brand under its flagship. In my view, a very good move!
Business Idea / Gap / Requirement in the Investing / Stock Market Field (25-09-2023)
Idea 3:
Find a niche area that aligns with your core strengths, focus on building expertise in it. Spend months and years creating a loyal subscriber base. Once you have a substantial following, consider monetization.
e.g. Take https://www.investkaroindia.co.in/ as an example. Tar is very knowledgeable and hardworking. His weekly wrap has gained significant popularity. He dedicates over 30 hours to creating his weekly wrap, providing valuable content such as market summaries, research analysis, technical insights, and high-quality signals for many years. He has been able to amass over 25k subscribers. Recently, he monetized this weekly newsletter at Rs. 1500 per annum. If even 5% of his subscribers convert to paid subscribers, his revenue will reach approximately 20 Lakhs.
Similarly, you can select a niche area such as Special Situations (mergers, buybacks, etc.). or say your industry vertical. Focus solely on this niche, become an expert in it, and offer your services for free for several months or even years. Once you have built a substantial audience, consider monetizing a portion of it while keeping the rest of your services free.
Disclaimer: I do not personally know Tar. This is simply a business idea for reference.