Sure, I am from Bhavnagar. Let’s plan a meet-up in Bhavnagar.
Posts in category Value Pickr
Investing Basics – Feel free to ask the most basic questions (12-09-2024)
FIFO is applied.
But, I feel the liberty of choosing shares for selling needed to be given to the investor.
Companies with 20%+ growth guidance for next few years (12-09-2024)
These are my personal views no buy sell recommendation.
Company: tac infosec
I had to rub my eyes and recheck the valuation of this company. 5cr revenue this quarter and the market cap is at 836cr. I don’t understand what merit does the founder have according to his linkedin he has been doing this venture for 11 years and has been able to scale up only up till 5cr quarterly revenue. Fy24 revenue only 11cr that too major part is receivables. Risk is extremely high the company is being run by 8th STD. Fail has negligible revenue, bogus aspirations of reaching billion dollar revenue in 2025. A word of caution : New investors please be careful of investing in companies which are of this size and trading at such bizzare valuations.
Companies with 20%+ growth guidance for next few years (12-09-2024)
These are my personal views no buy sell recommendation.
Company: tac infosec
I had to rub my eyes and recheck the valuation of this company. 5cr revenue this quarter and the market cap is at 836cr. I don’t understand what merit does the founder have according to his linkedin he has been doing this venture for 11 years and has been able to scale up only up till 5cr quarterly revenue. Fy24 revenue only 11cr that too major part is receivables. Risk is extremely high the company is being run by 8th STD. Fail has negligible revenue, bogus aspirations of reaching billion dollar revenue in 2025. A word of caution : New investors please be careful of investing in companies which are of this size and trading at such bizzare valuations.
Companies with 20%+ growth guidance for next few years (12-09-2024)
If I’m a bitter former employee looking to bash my employer I’d create a fake account for this too.
Not saying this with certainty, but it is probable IMHO.
Companies with 20%+ growth guidance for next few years (12-09-2024)
If I’m a bitter former employee looking to bash my employer I’d create a fake account for this too.
Not saying this with certainty, but it is probable IMHO.
Gurugram Valuepickr (12-09-2024)
Hi, I’m from Gurugram. Would love to join the group and F2F meetings. Pls let me know how can i join?
Gurugram Valuepickr (12-09-2024)
Meetings are usually on Sunday evening. Can last from 2-3 hours. Investment Notes must be submitted as a mandatory condition for attendance. More details are on the Group. Look forward to seeing you in the next one. Take care !
Companies with 20%+ growth guidance for next few years (12-09-2024)
Please do not consider this as me being rude to your opinion. I’m just posting this for everyone’s benefit and knowledge. Have you read any of his books?
Here’s another: Amazon.ca
For a book which claims to “cover issues and solutions for building and maintaining large questions, and focuses on issues of IT security”, each book is only 50 pages long. Now if you have any background in CS, you’d know it’s proposterous to even write the first chapter of an “Introduction to Security” book in 50 pages.
Also, goes without saying that while I respect Mr. Kedia very highly, he’s not a technical person, and to be very honest, hardly any innovative tech companies have originated in India to date.
Banking on the fact that we should all just trust Mr. Kedia’s DD over our own due diligence is a recipe for disaster, and quite frankly, against the spirit of this forum. By that logic, even Mr. Mohnish Pabrai was an investor in Satyam Computers. Look at how that turned out (in case you’re unaware, weirdly it turned out extremely well for Mr. Pabrai because he cashed out within 5% of the all time peak of the stock). Also, even with a 8% stake in the company, it is likely <1% of Mr. Kedia’s net-worth. Just my two cents. Sorry for this tirade, I won’t speak on this matter any further.
Galaxy Bearings (12-09-2024)
The Annual report provides detailed breakup of the CWIP, however management commentary is missing around any specifics around estimated capacity increase as well as timelines.
Just to put things in perspective, the CWIP value is more than the Gross value of PPE, hence it is substantial. Let’s see if management provides better clarity on this development during the AGM.