I am holding for long term,
Given the company has very high margins,
High revenue growth,
Low attrition,
In Sunrise Sector,
Debt Free,
Authentic promoter,
Decent valuation,
Small in size.
I am ok with some issues here and there !
Posts in category Value Pickr
Phantom Digital Effects Limited (06-09-2023)
Pace e commerce new_ updates (06-09-2023)
How do you think the company has compeititive advantage among its peers?
Mirza International – consistent performer but undervalues at present? (06-09-2023)
Thanks @sahil_vi for your insightful post.
The guarantee commission issue is now clearly a thing of the past. Redtape is now being run by one branch of the family rather than multiple family branches, each looking for spoils! This will go a long way in improving corporate governance going forward.
If the foot ware industry as a whole is indeed expected to grow 8 fold over the next 6-7 years & annually at about 25%, then clearly Redtape is in a sweet spot & set to benefit immensely over the said period. It is not unreasonable to assume that Redtape can continue to grow at about 29%, the growth it exhibited in Q1. If it can sustain Q1 margins, then the stock is trading about 25 times for the current year 23-24. Investors can gauge for themselves how they want to value the Co., but to me it seems further re-rating is a definite possibility, but for that to happen, the market needs to reassured that corporate governance going forward will be top notch. Only time will tell.
Investing Basics – Feel free to ask the most basic questions (06-09-2023)
@Ferrari1976 I am trying to calculate these numbers Division wise. I dont think they have shared Working capital numbers. Can you please help me with the calculation steps for any one division.
Investing Basics – Feel free to ask the most basic questions (06-09-2023)
AMCs have multiple funds. One fund selling to another fund of the same Fund house. This seems the most logical explaination as per me.
Phantom Digital Effects Limited (06-09-2023)
@RocketMan If you remember my message in June that receivables will be an issue for this company. But you had shared a video that all issues are resolved. Now you see from this issue of KJR Studio what I meant. This is a very common issue in the film line. So again I will reiterate my point of view. A very high risk high reward bet.
Phantom Digital Effects Limited (06-09-2023)
Sir don’t you think you are suffering from what we call as a “Confirmation Bias”. Though I hope this movie does well and Phantom recovers the money.
Investing Basics – Feel free to ask the most basic questions (06-09-2023)
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Deep Value Portfolio (06-09-2023)
Spicejet is up 18 percent today…I think there is value certainly up to 46 rupees which is the effective price that the leesees took…I feel Spicejet is turni g the corner anyway