In AGI acquisition saga, the report of businessworld clearly shows the back channel deals. Now one has to value AGI excluding HNG.
Posts in category Value Pickr
Eco Recycling Limited (Ecoreco (15-05-2024)
Its a dissappointing set QoQ, but need to get some clarity on EPR fees, impact on fire and expenses related to new plant opening.
YoY numbers are strong, market seems to think that the story is over here given the selling pressure, but i feel this dip is a buying opportunity.
Looking foward to the concall today
Zomato – Should you order? (15-05-2024)
20 rupee fee is only applicable for small orders under 99.
5 rupee as handling charge is still there irrespective of order value. So it isn’t different from Swiggy instamart or even bigbasket.
Agree on better product catalog on Blinkit compared to counterparts.
Smallcap momentum portfolio (15-05-2024)
Just keep a GTT till it’s not triggered.
Great articles to read on the web (15-05-2024)
How are you conducting the AI Sniff test?
Please share the Checklist and thought process behind it.
Mudit’s Portfolio (Stage Analysis + Relative Strength) (15-05-2024)
Whats the rationale for 30% in cable stocks (Polycab, KEI)? Valuations are super rich + overhang of Income Tax outcome for Polycab. Would you not be better of diversifying across the energy sector (transformers, solar EPCs)?
Plus wanted to understand what your exit strategy is? Is it purely based on a stage 3 breakdown or would you check fundamentals (valuations, growth outlook) etc?
Smallcap momentum portfolio (15-05-2024)
How to enter/ exit highly illiquid stocks like Jaibalaji? It is either in 5% upper circuit or lower circuit.
Buy Unlisted Shares (15-05-2024)
Sure thing! If you’re interested in buying shares of unlisted companies use platforms like Altius Investech, here’s a simple guide:
- Research the Company: Understand the business model, financial health, and growth prospects of the company you want to invest in.
- Sign Up on Altius Investech: Create an account on Altius Investech’s platform.
- Browse and Select: Explore the available shares of unlisted companies on the platform and choose the ones you want to buy.
- Place Your Order: Double-check the share details (price, quantity) and place your order directly on the platform.
- Complete the Transaction: Follow the platform’s instructions to securely complete your purchase.
- Monitor Your Investment: Keep track of your investment’s performance and stay updated on any relevant news or developments.
Zomato – Should you order? (15-05-2024)
Credit cards, UPI, Wallets and other bank offers makes the delivery fee go away like Onecard gives free delivery once a month, Cred UPI give cashback in range of rs.10 to 20, Simpl also gives free delivery option sometimes cashback too.
Also, the prices are actually lower even after delivery fee for some products. For example local general stores and shops in my area sell fortune oil packet for Rs. 125 -130, same goes for Rs. 117 on blinkit. Additionally, black A4 print cost Rs. 5 per page at my local print shop and blinkit does it for Rs. 3 per page plus the paper quality is far better. There are many such examples.