The energy crisis in Europe is forcing industries and individual to shift from piped Natural Gas from Russia to the much cheaper and cleaner fuel alternative - LPG. I think we might see highest sales from DHP in times to come. Views?
Posts in category Value Pickr
Fermenta Biotech Limited (Old Name DIL – Duphar-Interfran Ltd) (06-09-2022)
My knowledge of NCLT stuff is quite less as of now.
Could someone please in plain English explain the attached?
It certainly is good news, stock price just shot after this
f6d38e6e-6867-4de6-a6b5-206311db9d46.pdf (736.7 KB)
PG Electroplast – Potential for cooler returns? (06-09-2022)
Industry insights on RAC given in Amber Enterprises Concall:
Jan-June - 6 mil units sold vs pre pandmic levels of: 4.5 mil (signaling rising demand)
This yr estimate is 8 mil vs 6.4 fy 22 and 7.2mil fy 20(provided general conditions stay same)
Collection of curated content for the curious minded (06-09-2022)
Most watched on YouTube
Panic: The Untold Story of the 2008 Financial Crisis
By Council on Foreign Relations
VICE on HBO looks at factors that led to the 2008 financial crisis and the efforts made by then- treasury secretary Henry Paulson, federal reserve Bank of New York president Timothy Geithner, and federal reserve chair Ben Bernanke to save the United States from an economic collapse.
Collection of curated content for the curious minded (06-09-2022)
Best of Advice
Will Thorndike - The Power of Long Holding Periods
By Patrick
Will Thorndike is author of The Outsiders and host of 50X. This podcast covers the hallmarks of great compounders, how the best serial acquirers deliver outsized returns, and what he’s learned about developing conviction.
52 week highs and all time highs strategy (06-09-2022)
In kotak bank chart, I cannot make out any pattern failure. It’s more of a range bound movement and once it breaks out of range, it can provide a tradeable move.
But in banking, leadership seems to have changed from HDFC bk-kotak to ICICI bk-sbi and the latter two might be the places to be if one wants to ride the sectoral rally. A couple of smaller banks can also be added.
In the example of bhel, stop loss can be considered as recent low of 41, if one is investing for medium to long term of say 1-3 years. For short term guys, maybe 10 percent below buying price can be considered. But these are the things one has to adjust according to their own risk reward equation.
Collection of curated content for the curious minded (06-09-2022)
Most watched Documentary
Amazon Empire: The Rise and Reign of Jeff Bezos
By Frontline PBS
An inside look at how Amazon CEO Jeff Bezos built one of the largest and most influential economic forces in the world — and the cost of Amazon’s convenience.
Collection of curated content for the curious minded (06-09-2022)
Best Quote
The problem with the world is that the intelligent people are full of doubts, while the stupid ones are full of confidence.
– By Charles Bukowski
Collection of curated content for the curious minded (06-09-2022)
Twitter Thread
Clark Square Capital @ClarkSquareCap
Resources on Valuation - a Thread.
The purpose of this thread is to share helpful articles, notes, and presentations on the topic of valuation.
https://twitter.com/clarksquarecap/status/1256376286626414594?s=21&t=7Li3L4pO-uOCFlxM6qzvbg
Collection of curated content for the curious minded (06-09-2022)
Most listened Podcast
The Price of time in a world without interest | Edward Chancellor
By Demetri Kofinas
For the last twenty years, Chancellor has been arguably known best for his book, “Devil take the Hindmost," which is a fantastic history of the last 400 years of financial speculation. “The Price of Time” is an absolutely brilliant philosophical exploration of interest and its essential role in valuing and directing the allocation of capital, labor, and resources in the economy over time.