It has given a return of 45% in a year and 170% in 5 years.
Posts in category Value Pickr
E2E Networks Ltd – Listed small Cloud computing player (13-09-2024)
(post deleted by author)
DroneAcharya Aerial Innovations – a new age business (13-09-2024)
Did you see shareholding pattern, every one is selling. Not sure why no body have believe if the growth is there. I think one remain cautious.
Companies with 20%+ growth guidance for next few years (13-09-2024)
So just to correct here he was topper till 7th but dropped in 8th due to his interest in hacking and computer.
One More thing the guy without degree has made client like NPCI, Google and US govt. So don’t think the degree is constraint now since now he can hire lot of educated guys as well.
Companies with 20%+ growth guidance for next few years (13-09-2024)
What is the lot size for TAC Infosec @ CMP?
Natco Pharma: Focusing On Complex Products (12-09-2024)
I have written my thesis on Natco Pharma. Please read my write-up on Natco Pharma and provide your feedback. Highly appreciated!
Likhitha Infrastructure: CNG Infrastructure Play in India (12-09-2024)
Hi all, please look at the screenshot. Can someone explain why or how the material cost is always decreasing y-o-y from 2020 onwards? Also the employee cost is decreasing, which I am not able to understand? Please point out as to what may be the reasons for these.
Likhitha Infrastructure: CNG Infrastructure Play in India (12-09-2024)
Hi all, please look at the screenshot. Can someone explain why or how the material cost is always decreasing y-o-y from 2020 onwards? Also the employee cost is decreasing, which I am not able to understand? Please point out as to what may be the reasons for these.
Companies with 20%+ growth guidance for next few years (12-09-2024)
The Deepti’s Linkedin post seemed illegitimate.
Lazycap’s Portfolio – Feedback (12-09-2024)
Update
Added 1% position to PGInviT at 91.1, thesis is interest rate cycle peaking out with reduction in next 1 year leading to bond like behaviour for Invit. With current yield of 13% and decrease in repo (expected) price should theoretically increase keeping everything else constant
Felt like no further downside, possibility of 20-25% return including yield in a years time. This position is more like a case study or for proving my hypothesis. Nonetheless a cash position with optionality