I recently read a great article about why co-working space is the next big trend.
Posts in category Value Pickr
Kalpesh’s Portfolio (31-08-2024)
Thank you for sharing it, very useful.
Secular growth stocks & my portfolio (31-08-2024)
please share 1-2 line investment thesis also on portfolio stocks
Awfis Space Solutions: Flexing its Muscles in the Market (31-08-2024)
Company’s growth plans
Research on Ind Swift Laboratories Ltd (31-08-2024)
Below I see red flags. Pls let know in case you have other point of view.
Red Flags:
API & CRAMs business which company sold off accounts for 96% of turnover. So almost entire business is gone. With the money, company is reducing debt but company also approved unsecured loan to In-Swift Ltd which is another group company.
Going forward In-Swift Labs will merge with In-Swift Ltd. In-Swift company has increased borrowing limits from 1500 Crs to 2000 Crs. Market cap of In-Swift is only Rs 129 Crs
So question is where are minority shareholders? What are company’s future plans for its remaining core business?
Note – Company has done warrant issue that’s positive sign. But company doesn’t do concall, not distributed any dividend for last 13 yrs.
My Assessment: Unless someone is doing ground level scuttlebutt, very difficult to judge what’s happening inside.
Kalpesh’s Portfolio (31-08-2024)
Received many personal messages about bond portfolio, putting it all here so that all can see it.
Name of bond Issuer | Guarrontor | Coupon | % of bond portfolio |
---|---|---|---|
ANDHRA PRADESH CAPITAL REGION DEVELOPMENT AUTHORITY | State gov backed | 10.32% | 43% |
AVANSE FINANCIAL SERVICES LIMITED | Senior secured | 9.25% | 6% |
U.P. POWER CORPORATION LIMITED | State gov backed | 9.95% | 22% |
VEDIKA CREDIT CAPITAL LTD | Senior secured | 11.90% | 8% |
VASTU FINSERVE INDIA PRIVATE LIMITED | Senior secured | 9.55% | 21% |
I invest through Indiabonds & GoldenPi, so far have very good experience through both.
I do not have debt MF fund right now but I do use debt MF to park temporary cash from Equity portfolio.
Note : Not a investment advice, have invested in those bonds in CY2023 and some in CY2024.
Power grid – a superior alternative to Invits (31-08-2024)
@dmobile Please refer to some of the earlier posts (like Power grid – a superior alternative to Invits – #108 by Parag_Ingle) where PGINVIT was discussed.
20 Microns – potential multibagger (31-08-2024)
This thread covers a lot of ground on the business of 20 Microns. I’ve tried to consolidate these points + bring out a few things to note for potential investors in this article
Action construction equipment ltd (31-08-2024)
In the 2nd report (fundsindia), it compares with sanghvi movers – I guess Sanghvi is mostly in rentals. Not sure whether this is right comparison.
For my info and others, can we list the other competitors in this space.
I guess Escorts Kubota is one. Please correct or share other names. Might give an idea of the potential competition.