Any idea on when will cash flow come?
Posts in category Value Pickr
Apeejay Surendra Park Hotels – Potential Value Unlocking (18-08-2024)
Hi, check their latest quarterly presentation.
In Q1FY25, Occupancy rate was 94%.
Disclaimer: I am liking EIH and PARKHOTELS both, but not invested.
Nifty PE crosses 24|A statistically informed entry-exit model! (18-08-2024)
Before quoting such old posts, it is better to check if the member is active or not. The member has not been active for more than 4 years.
He may become active after this reply, but if he doesn’t, then the act of sharing your views is as good as communicating into deep space or in a forest. We get no reply.
New stock Gujarat Toolroom Ltd. Anyone has any Idea why its quarterly profit zooms and promoters exited to null. It will be very helpful in understanding such companies. It may be a another fraud or another CG Power (18-08-2024)
This looks to be a fraud company and the exchange and SEBI are just wilful watchers of the upcoming scam. Due to greed took a small position and already lost 40% in this stock. Ofcourse, none to blame except myself.
Apeejay Surendra Park Hotels – Potential Value Unlocking (18-08-2024)
Have you done any comparative study wrt to samji hotels? Which one has more potential and being a winner in the long run? When I compared , I just looked at screener data and except the 2000 crs dept which samji hotels has, I didn’t see any differentiation. Please share your view. Thanks
New stock Gujarat Toolroom Ltd. Anyone has any Idea why its quarterly profit zooms and promoters exited to null. It will be very helpful in understanding such companies. It may be a another fraud or another CG Power (18-08-2024)
Just read the above blog out of curiosity, not contemplating any investments…
Why would all Promoters asked to be reclassified as Public?
Semiconductor world – CPU/GPU Wars (18-08-2024)
This looks very interesting. A million cores with Integrated memory would make latency a thing of history. I am interested in buying this, any idea on valuation, some brokers are quoting 4.5B$ and one is quoting 8.5B$. Would appreciate some help on this. For reference I’m working in north america itself.
Companies with 20%+ growth guidance for next few years (18-08-2024)
So this is not an issue right?
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (18-08-2024)
How is BESS order an EPC ? are they investing in CAPEX or not?
They are making the business very CAPEX heavy…
Leasing business is CAPEX heavy – Cars + EV stations
BESS order is i am assuming they are doing CAPEX
Car manufacturing is again CAPEX heavy…
How do one do valuation? SOP method? Any financial model on Gensol?
Nifty PE crosses 24|A statistically informed entry-exit model! (18-08-2024)
Not at all trying to do any further than to try and help you remember, and more so for other members who may come across these thoughts, so they can bet better, thus quoting how even somewhat decent investors (like yourself) get it wrong.
This is a lesson for you, and a learning for me.
First see the CAGR in stock price, then see the depreciation of the INR, which is almost guaranteed, past, present and future. INR will always depreciate, don’t get emotional, sentimental, or passionate. Just see the history of the INR. So, I will humbly beg, please get rational.
If we hold ideological beliefs, there are forums for that, but for the one’s interested in CAGR, Sir, please accept facts, we will all do better!
PS: You probably did better than me in CAGR since then, this is just a post on a bet that people should not take, eyes blindfolded.
Bet with eyes and ears wide, wide open, without any ideology.
Gn.