Posts in category Value Pickr
Raymond – The Complete Man (22-09-2024)
Mukul Agarwal was already holding more than 1% in Raymond Ltd. So, perhaps this is just de-merger allocation in Lifestyle
Raymond – The Complete Man (22-09-2024)
Mukul Agarwal was already holding more than 1% in Raymond Ltd. So, perhaps this is just de-merger allocation in Lifestyle
SPML Infra Ltd~ A turnaround bet in Water Infrastructure industry? (22-09-2024)
Awesome Work Dhruv Bhai… I attended their investor presentation via Tiger Conclave today. They mentioned the same points on a high level which are beautifully articulated by you. Obviously the said their side of story, which looks appealing but you have given a more rounded view from an investor perspective. Hats off to you for your detailed work. One thing from my side based on their response on competition, they mentioned LnT as their competitor not Wabag or EMS as both these companies are not into what they call as Bulk(river to reservoir) business. They are into waste water treatment.
Also out of curiosity – how can anyone set an alert, when a company does a conf call for the first time?
SPML Infra Ltd~ A turnaround bet in Water Infrastructure industry? (22-09-2024)
Awesome Work Dhruv Bhai… I attended their investor presentation via Tiger Conclave today. They mentioned the same points on a high level which are beautifully articulated by you. Obviously the said their side of story, which looks appealing but you have given a more rounded view from an investor perspective. Hats off to you for your detailed work. One thing from my side based on their response on competition, they mentioned LnT as their competitor not Wabag or EMS as both these companies are not into what they call as Bulk(river to reservoir) business. They are into waste water treatment.
Also out of curiosity – how can anyone set an alert, when a company does a conf call for the first time?
Fratelli Vineyards Ltd – A successful business transition in play? (22-09-2024)
Fratelli’s AGM is scheduled to be on the 25th of Sept. Does anyone know how can we register for the same? It’s online.
Please do let me know. thanks a lot
Fratelli Vineyards Ltd – A successful business transition in play? (22-09-2024)
Fratelli’s AGM is scheduled to be on the 25th of Sept. Does anyone know how can we register for the same? It’s online.
Please do let me know. thanks a lot
Raymond – The Complete Man (22-09-2024)
detailed writeup about Raymond
mukul agarwal added stock last quarter
Disc tracking
Raymond – The Complete Man (22-09-2024)
detailed writeup about Raymond
mukul agarwal added stock last quarter
Disc tracking
Mudit’s Portfolio (Stage Analysis + Price Momentum) (22-09-2024)
Do you know of a github code repo written in python to calculate momentum?