Tiger Logistics

I was fascinated by this company due to its high high ROCE, 59.2 %. The ROE is also quite good at 57.8%.

If you compare with some others, the ROCE of Alcargo is 26.41. The much touted Mahindra Logistics is not anywhere near it. A PE of 97.40% would be for me, a strong deterrent. To cap it, Mahindra’s ROCE at 8.26% is not much to sing about.

So many famous investors like Peter Lynch are votaries of undiscovered gems. In fact, Lynch ignores stocks which are in the kitty of some Mutual Funds already.

So, Tiger has so much going for it. Personally, the find has been good to me. (To an investor quite often a find clicking gives a sort of glow.)

Then I saw this post on moneycontrol today, ” Its running not due to already declared results, but due to recent Chairmans interview in which he mentioned about the digital platform for logistics they are launching in couple of months which is expected to be a game changer for the company.” So I decided to look for the Chairman’s interview. I have found one here: Interview : Tiger Logistics to launch one-of-a-kind logistics digital platform which will be a game changer for the industry – India Shipping News

How reliable do we consider such interviews?

By way of disclaimer, I am a novice, and it should not be construed as a recommendation.