In lending institutions you should not check promoter holding they need to raise fund for growth. Equity dilution at high valuation is a good thing. So promoter holding is not a valid criteria to look for here imo. Arman raised funds near high valuation.
Posts in category All News
Time technoplast (09-11-2024)
You are probably right.
But my mind keeps connecting dots.
I won’t be surprised if the management alludes to this during the upcoming call. Maybe even announce some new developments.
Reserving my right to be wrong.
Gold price climbs Rs 10 to Rs 79,480, silver jumps Rs 100 to Rs 94,100 (09-11-2024)
The price of 22-carat gold also climbed Rs 10, with ten grams of the yellow metal selling at Rs 72,860
Unemployed investors portfolio (09-11-2024)
What was the rationale before buying SpiceJet. I had taken it on as a year ago at 29 and sold a few months ago at 66.
Rs 1.19 lakh crore and counting: 2024 becomes the Year of The IPO (09-11-2024)
India’s IPO market is booming, raising a record-breaking ₹1.19 lakh crore ($14 billion) in 2024. Strong investor demand, fueled by excess liquidity and impressive returns from recent IPOs, has driven this surge. Swiggy and ACME Solar’s successful listings further solidify 2024 as a banner year for Indian IPOs.
Trent — A value unlocking story from the house of TATA (09-11-2024)
This is core PF stock in my wife’s pf and take what’s written below with large doses of salt.
I personally think looking at retail companies on quarterly basis is not right metric regardless of whether it is a fantastic quarter or a decent quarter. Variations will happen based on discounting, product assortment and design assortment especially in firms like trent with high variations in seasonal collections at Zudio and Westside.
What I liked about them was continuing to launch new retail concepts but sticking to core philosophy of owning entire brand setup rather than being a big box retailer except at Star. It took Zudio 6 years to be the juggernaut it became and STAR 15 years to find its footing. Retail is a long play and requires tremendous patience and relentless execution.
My idea here would be to add fresh investments once the consolidation takes place between 5000-6000. This is a decadal play and not a quarterly one.
E2E Networks Ltd – Listed small Cloud computing player (09-11-2024)
From your buying price it’s already 90x or so for you . so great to see such conviction and pretty detailed work with the understanding of the business.
Does it matter to you sir, even if it does not realize all the potential upside after this deal?