Hi @vamsi21 Thanks for letting me know
to be frank i didnt know that.
Posts in category Value Pickr
Common Man’s Portfolio (30-08-2024)
Hi @sougataG apologies for late reply
sanrhea is into tyres and other products
United Van der host is in hydraulic which is used in construction vehicles and railways…
try again searching on screener.in i could see this available on screener
Kilburn Engineering – Huge undervaluation (30-08-2024)
It is the firstview trade that’s been adding from open markets and getting the warrants. But Amritanshu Khaitan does make appearances in concalls also along with Mr Ranjit Lala, if I am not wrong. Thanks for the info.
CL EDUCATE – Less Down side and unlimited upside (30-08-2024)
Quick question – why is their balance sheet (shareholder’s equity) not improving over the past 5+ years? Apologies as I didn’t have time to dig into. But would love to hear views if any of you have already analyzed it.
Sterling Tools (STL): Fasteners & EV MCUs (30-08-2024)
`Yes, I have taken a position in the last two weeks. While there is no significant moat here, they have competitive strengths and add products through the JV route.
Buy Unlisted Shares (30-08-2024)
Any one tracking urban tots? Price of urban tots falling everyday…so anyone pls guide me…is this good time to buy? Rsn behind price fall?
Tilaknagar Industries- Potential Turnaround Candidate (30-08-2024)
From recent conference call transcript.
Sterling Tools (STL): Fasteners & EV MCUs (30-08-2024)
They are making the control units and buying + integrating them with the motors. Even that is a specialised job. And their customers have no complaints wrt the MCUs supplied by them
So – that’s where it stands
Sterling Tools (STL): Fasteners & EV MCUs (30-08-2024)
Hi…
Yes – I am holding onto this. Their business is doing well – specially the MCU business. Not sure if they have great technological advantages / other tall entry barriers in this business. However, they do enjoy good customer relationships and first mover advantage. That should be enough to build on from here
Disc : I m biased