I am not an investment advisor. I am just sharing my learnings for educational purposes. Thank you.
Posts in category Value Pickr
Microcap momentum portfolio (21-05-2024)
I am not an investment advisor. I am just sharing my learnings for educational purposes.
Microcap momentum portfolio (21-05-2024)
@stuti_agarwal I do not have an account with Angel and hence not sure about their menu.
But normally every broker (including discount brokers like Zerodha or Dhan or FYERS) offers this option. You will normally find this under Orders. You have a create a basket and then add the stocks you want to buy / sell and then execute it with one click.
Or, if you are familiar with smallcase, you can do what @Anand_Jain suggested to which is to create a smallcase via Angel and then invest.
Akshay’s portfolio (20-05-2024)
Thanks Akshay for your response.
I have spend a few hours looking at Protean and thought it is overvalued currently. What is your take.
Where do you see revenue and profits in 5 years. (for Protean)
It would be helpful, if you could share your research notes.
Thanks
Bala. P
Avanti Feeds (20-05-2024)
Hi Ayush ,
The company has guided of ending the year with 6 Lac MT Shrimp Feed Sales (9M figures are around 4.2Lac MT) and 15000 MT for processed Shrimp. The available Capacity is around 7,75,000 TPA for Shrimp Feed and for Shrimp Processing , it is around 29,000 TPA so capacity wise , they do not need any Capex as of now.
What I want to understand is How Big the Market is…? At what levels , these sales can go up in say next 5-6 Years. Though Company is planning to make Fish Feed and can also go into other verticals in similar line of business but do you have any idea of Market of Shrimp Feed and Processed Shrimp.
Avanti is no doubt the Market leader which has consistently performed well. I only want to understand how Big it can Grow…! If you have any idea or figures which you may have read or heard in any concall or discussions…
Disc : No Holdings , Interested…
Cupid Ltd – Helping the world play safe! (20-05-2024)
When Mr. Garg decided to sell his shares, the price fixed was almost equal to the CMP at the time. It’s not the fault of either the incoming Management team or Mr. Garg that the Share Price went vertical immediately after.
Dollar Industries ltd – Fit Hai Boss (20-05-2024)
In their current quarter results they mentioned the percentage of offline to online like 88 to 6 percent, and was going through different platforms where they have listed products .They are present on all the online platfroms like meesho, amazon,flipkart.I was checking for one sku ie dollar leher men vest which MRP is around 90 to 100 and on this platforms they are selling around 70 rs per piece including delivery charges,if anyone knows about the offline channels what price can we get the same product
Rategain – Fast Growing SaaS Leader (20-05-2024)
I hope they are able to crack the India market with distribution, which has been their only segment that has shown signs of slowdown. However it wont be easy with the incumbents. I feel TBO TEK is a better bet if one has to play the India hotel distribution theme, but the valuations are insane at the moment and there is no headroom left for generating alpha.
Ujjivan Financial – Small Finance Bank (20-05-2024)
Microsoft Word - 26_Intimation_Investor_PPT_20052024 (bseindia.com)
Good results and good guidance for FY25. While valuations are undemanding, the liquidity overhang from UFSL arbitrageurs looking to rush to sell later this week will potentially dampen the enthusiasm from the good results.