Why do you feel it is multibagger? Considering that lots of established players are already in market
Posts in category Value Pickr
Ola Electric – Full Stack EV play? (31-08-2024)
Your story is fantastic but screwed up in valuation
Why don’t you do DCF?
I did it before IPO.
[Ola Electric.pdf|attachment](upload://aSFTgVeKTImiYHd7QDQnF7i
5TaA.pdf) (240.8 KB)
Tilaknagar Industries- Potential Turnaround Candidate (31-08-2024)
Thesis:
Andhra Pradesh and Tamilnadu expected to reduce excise duty and create more conducive policy for alcohol sector. This could boost volumes by 20+%.
More focus on premiumization, resulting in increased margin
Company has reduced debt drastically and will be debt free by Q2FY25. All profits will become cash flow and help company expand distribution network, marketing reach with the cash in hand.
Technically about to break ATH with long 18 month consolidation.
BCL Industries – Ethanol Pick (Capacity 3.5x in Next 2 Yrs) (31-08-2024)
Peer six could be Gulshan poly and globusspirit also comes in between, remaining all could be sugar based distilleries.
INOX Wind (31-08-2024)
any reason for that? is it LTCG u taking into account?
20 Microns – potential multibagger (31-08-2024)
Core minerals are — Calcium Carbonate (CC), Kaolin, Talc, Mica, Silica, Opacifiers etc.
Is there any way to track their price trend?
APL Apollo Tubes (31-08-2024)
Please note that public holding is also all time low while FIIs and DIIs increasing almost every quarter which also tells the different angle.
talking about promotor – understandable when such bull market phase attracts investment even good management gets tempted to cut stake for better return. Its on a cyclical downturn and would surely come out of it. if it faces some crash in prices then would be an opportunity to load.
Multi-themed Long Term Portfolio (31-08-2024)
When any of my Mutual fund beats my portfolio, I’ll start withdrawing from it and add to that fund.
Fairchem Organics – Previously “Adi Finechem” (31-08-2024)
this company has very less gross margin to be called as speciality chemical company. anyone know what is the reason for such high material cost?
Companies with 20%+ growth guidance for next few years (31-08-2024)
Regarding SOVERENN, there is nothing special there. The app is not proper for watchlist or portfolio maintenance. The subscription is cheap because there is no originality. Topics and information appears to be outdated. Their reports on stocks are not uptodate. Rather I find Valuepicker more useful.
After repeated emails and personal telephonic call, I subscribed for 1 year about 2 months back. Now during August they have reduced it to 3550, without compensating earlier subscribers. This is their quality.