Hi everyone! I’ve written a blog on the co-working industry, covering from growth drivers to how analysts/investors can evaluate this sector. Do check it out! Any feedback would be appreciated Thank you.
Posts in category All News
Microcap momentum portfolio (10-11-2024)
@tjkambow @bindalpr007
occupied with office & personal work , so i could not able create python package.
i thought of spending some time in December second half and create package ,share it group. Give me some time. 
Note @
there are some limitations.
its not exactly matching @visuarchie sir momentum portfolio,
i tweaked weightage of Z score weightage for 12 months and 6 months.
Awfis Space Solutions: Flexing its Muscles in the Market (10-11-2024)
Hi everyone! I’ve written a blog on the co-working space, covering from growth drivers to how analysts/investors can evaluate this sector. Do check it out! Any feedback would be appreciated Thank you.
3B Blackbio DX Ltd (10-11-2024)
It’s a one hour long video and not many would watch it in complete. It’s better you post the questions to get a speedy response.
Manappuram Finance (10-11-2024)
Was there any prior info on this? Top management are there to establish systems. Are the systems in MFI now robust to take care of this type of instances? Then branch head instead of MD would be answerable for actions.
Websol energy system ltd (09-11-2024)
Extrapolating numbers from premier energies presentation
qtr cell revenue at 450crs * 4 = 1800 per year on 2000 mw cell line, i.e 90%
can use same as its also selling in domestic mkt and under DCR
so FY26 websol could do 1200 mw * 90% = 1080 rev , 20% pat = 216 crs
similarly for modules can be 550 mw * 90% = 500 * 10% pat= 50 cr
total pat = 216+50= 266 crs
these are reasonable assumptions
so PE comes at around 24.5
Hitesh portfolio (09-11-2024)
Hello @hitesh2710 .
Since you are invested in aroma and chemicals. How you chose Oriental aromatics vs privi vs sh kelkar etc.?
Past 2 months these aromatic chemical companies are doing well overall.
Oriental had breakout which you caught and started riding it technically but what was the fundamnetal or investor psyche to chose Oriental instead of Privi or other peers.