Thanks for kind words or if they sound a warning for me as well Trent has been one of my best investments in last few years in terms of price & allocation ( although wanted more allocation to begin with) Yesterday I was discussing its story in my case with someone close as my tryst with Trent dates back to 2012 although didnt invest then…will certainly reply back with this story to provide my perspective…
Posts in category Value Pickr
Simple Investing (23-08-2023)
Shivalik Bimetal Controls Ltd (SBCL) (23-08-2023)
“Vishay is a clear frontrunner in the market for current sense resistors, delivering superior quality and continuously expanding our portfolio of products to meet the evolving demands of design engineers,” said Joel Smejkal, President and Chief Executive Officer at Vishay.
“Given the significant rise in automotive, industrial, consumer, and aerospace applications for these products, we’re committed to expanding our production capacity to meet the rapidly growing demand and provide unparalleled service to our valued customers and distributors.”
Simple Investing (23-08-2023)
Cudos to you, specially about Trent for having 7% allocation size. I am not able to gather courage to invest in Trent. I like the company , but with PE at such high level and also, if i recollect, Peter Lynch has advised against investing in companies which depend on youth tastes and fancies, which are very fleeting. Dont know if that applies to Trent. But not able to gather courage for Trent. If you could shed some light on your thesis about it, it will be very helpful to see it in correct light. Not an investment advice, just your way of thinking about Trent.
Security and Intelligence Services (India) Limited (23-08-2023)
Quess has very low margins. Teamlease was a very high P/E few years ago. Plus the services are also a little different to be compared from a one-to-one basis.
South Indian Bank (23-08-2023)
RBI approved a new CEO for South Indian Bank. I guess it’s old news. He was previously employed with Karur Vysya Bank at one point. However, he resigned from KVB due to personal reasons 5 months before his term ended. I hope he is an able administrator and CEO like the outgoing CEO seems to have been. What has been a constant in South Indian Bank seems to be the chairman. Let’s hope the chairman and the board have done a good job picking the new MD and CEO.
Disclosure: Invested
SmallCap Hunter : Trying to find the dark horses with triggers (23-08-2023)
Is anyone tracking below two companies?
- Jai Balaji Industries: It makes iron and steel products. Its profit has jumped from 22cr to 170cr. YoY.
- Ashapura Minechem: It is involved in mining and makes derivative products. Their profit has jumped to 102 cr. from 35 cr. YoY.
Just wanted to understand the root cause for such a big jump in profits. And if these profits are sustainable.
PACE E COMMERCE – will it be game changer? (23-08-2023)
New Brand launched for Men & Women – “OSTILOS” this year.
Eco Recycling Limited (Ecoreco (23-08-2023)
Currently it is not in e-waste, but they are planning for the same. Right now they are municipal waste (C&T, processing and waste to energy) and construction and demolition waste
Eco Recycling Limited (Ecoreco (23-08-2023)
The other company on e-waste management is Anthony waste management. Which is better ?