Hi Milan
You can just DM me the names.
Posts in category Value Pickr
Emami – FMCG Available at Low Valuation (23-08-2024)
Mean reversion works out only if,
- Company is not doing worse fundamentally(2x)
- Company is doing much better than past – increasing revenues, profits, ROE, etc (3+ x)
Tata Consumer Products Limited (TATACONSUM) (23-08-2024)
I had X shares. I was eligible to apply for X/26. I applied for that.
Shankara Build Pro – Building Materials Organised Retail (23-08-2024)
was going through the Concall transcript, they have off balance sheet (payable) debt which is 6x of the debt on book. Razor thin margins and most of it will spent in interest costs. Seems like a gruesome business.
Disc: Exited fully
Emami – FMCG Available at Low Valuation (23-08-2024)
I saw your first post and very in depth analysis.
Just a question, if the play is only on mean reversion (which can also fetch 2-3x sometimes), then is so much analysis needed?
About the Q&A: Questions & Answers category (23-08-2024)
Tata bislari deal was cancelled due to valuation
Dabur: “Chawyanprash” with characteristic of “Real” “honey”, improving quality with age (23-08-2024)
Thats correct, issue is what is now the plan ahead is not clear. The vision and strategy and current performance for this piece of business I am unable to decifer from information available. If anyone aware good to know
Kalpesh’s Portfolio (23-08-2024)
If closing the business aligns with your goals and provides financial security, it might be a prudent choice.
Jindal saw – Another beneficiary of India’s growth story (23-08-2024)
Stock split in consideration.
Tata Motors – DVR (23-08-2024)
Sorry . I have stated that I have purchased dvr in 2017 . it is wrong. they were purchased in 2021.
Regret the mistake I have done in my previous statement.