I know Zomato is trading at a premium valuation. It’s the only highly valued stock in my portfolio, and one of the reasons I’m bullish on it is because of the management.
I read a recent blog post by Manas in which he talks about how Deepinder is great at figuring out what to do at each stage of the S-curve of a business
Link to the full post here: S curve stacking | Manas J. Saloi
Could anyone with better understanding of this sector share their views on how this would play out for edible oil manufacturers?
Valuepickr should add into it’s guidelines to give disclaimer if one is already invested in a stock or its competitor.
Now a days since valuepickr has been advertised on youtube by influencers few of the folks are coming in here to promote buy/sell calls for 3 to 4 months movement.
The merger of IDFC will attract the same tax treatment as that of Tata Motors DVR? If so, is it beneficial in liquidating the IDFC than getting it converted to IDFC Bank?
Idea is not to look at rear view mirror, which will tell nobody has grown this large so nobody will, but some intelligent looking into future.
As mentioned TAM is huge and if there are no external shocks (govt. regulations, economic crisis).
India’s GDP can be assumed to grow at ~5% (conservatively) + eating the share of kiranas, marts, e-commerce etc. As shared, New Business lines will also contribute some pp.
It is slighlty difficult to see them growing at 15% for 10 years but I can’t rule it out. May be i can say that it will be bull case but with high probability.
Hey Arka, do we know why did it sell the land though?
This is huge.
Got confirmation from my broker that 9th October would be the last date for IDFC Ltd FnO contracts.
This will add 142 rooms in Bangalore to their current portfolio.