From next 1-2 quarter onwards eps should blast off as revenue goes up
Posts tagged Value Pickr
MM Forgings- May shape the portfolio in the right way (12-08-2024)
any update on this stock
Akash Portfolio (12-08-2024)
Hello Akash,
In the below tracker, I have started tracking important company goals for Exicom. These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-16.xlsx (142.6 KB)
Post Script: DM if you want me to track the monitorables for any specific company.
Manohar’s Portfolio (12-08-2024)
Can you please explain your thesis behind buying Sanstar on listing day?
Ambika Cotton Mills (12-08-2024)
Ambika deal with supima and giza cotton and thus tracking international Cotton prices will be more appropriate
Angel One: Metamorphosis into a Fintech? (Previously Angel Broking) (12-08-2024)
Can you make this over Google Sheets?
Ranvir’s Portfolio (12-08-2024)
Not my place to reply sir, but Wockhardt pharma is my first multibagger(110%).
There were critical drug trials in the antibiotic segment which recently reached the last stage of patent too.
Attaching a news piece: Wockhardt’s investigational antibiotic shows significant effectiveness in global Phase 3 trials – BusinessToday
Ranvir’s Portfolio (12-08-2024)
Why have you bought RPG Life sciences and Wockhardt ?
Sonata Software A Turnaround Story (11-08-2024)
ValuePickr community,
Need some help to understand sonata business better as I was looking at operating margins for over last few years and they have always been in single digit(8+9%). I compared it against the other IT players and almost all of them have numbers in upwards of 15-25%, except tech Mahindra currently. Is this part of strategy for sonata team to keep numbers low to win the deals and why are these abysmally low compared to its peers. I am trying to learn about if this will always be the case for sonata in future as well OR if margins will eventually move closer to the industry benchmark
Disclaimer: Invested recently
Ranvir’s Portfolio (11-08-2024)
Somewhere on May 6 post, I read you were not holding “Innova Captab” stock. Anyways, they are increasing capex, 2023 F.A. – 183 and 2024 F.A. is 358 + CWIP – 341.
So it is looking more promising as a valuable buyer mindset.