Some institutions seem to have taken a principled stand against this daylight robbery but most others capitulated, unfortunately.
Posts tagged Value Pickr
Zomato – Should you order? (13-05-2024)
Two Food Delivery Giants Comparison
Particulars | Doordash | Zomato |
---|---|---|
Market cap | $47B | $20B |
Revenue | $8.6B | $1.58B |
Annual net profit (latest) | $-0.558B | $43M (352 Cr.) |
Prev. Annual Net profit | $-1.36B | $-119M (-971 Cr.) (Loss) |
Free Cash Flow | $1.52B | $52.6M (431 Cr.) |
Cash, cash equivalents, and restricted cash | $3.247 (March 2024) | $1.46B (12,000 Cr.) (Feb 2024) (Concall) |
Gross Order Value | $65B * | $5.84B (47,918 Cr.) |
Price to Earnings (P/E) | – | 488 |
Price to Sales (P/S) (TTM) | 5.34 | 14.13 |
Price to Free Cash Flow (P/FCF) (TTM) | 30.92 | 397 |
- Doordash includes subscription fees in GOV, Zomato doesn’t
I did my best, but the numbers above may contain some slight unintentional inaccuracies. So, use your best judgment
Sandeep Patel: Investment Journey & Philosophy (13-05-2024)
Hi @spatel
Can you please share your portfolio updates. I really like your style of investing and curious to know your picks and how your portfolio is faring.
Addictive Learning Technology limited (LAWSIKHO) (13-05-2024)
Got the 1200Cr. figure from their Presentation will surely go through the interview. After the response I got from my friends, I have only been looking for reasons to invest.
It clearly says without launching new products, so technically they will have to diversify and diversification comes with the risk of diworsification. Just started digging deeper…let’s see where I land.
Combining AI and Equity Market (13-05-2024)
Can you share the GitHub link?
Basilic Fly Studio Ltd (13-05-2024)
Contrary to others, govt initiative might be negative for existing companies since new players will come and margin will contract for existing player and that is the reason that all vfx companies are going down.
Happy to hear thought of other VP members on this
KPIT – CASE (connected, autonomous, shared, electric) – Focused Automotive Play (13-05-2024)
It is solid guidance given what is happening within the peer set. Also they typically give a conservative estimate in the start of the year and then look to upgrade guidance in the second half of the FY.
JTL Industries – Fast Grower at an inflexion point (13-05-2024)
Based on Q4 numbers, there is not much value offered here in this stock.
Unless it was just a one off.
And company resumes to growth of 30-40% post Q1, FY25.
Valuations based on FY24, look stretched.
Rajesh’s portfolio (13-05-2024)
whats your view on presstonic results?
Krishana Phoschem ltd – Agro – Based Multibagger? (13-05-2024)
Numbers look good.
Anyone aware about the topline guidance of FY25.?
Margins have contracted in Q4-24.
Trade receivables have gone up.
Intrest cost and borrowing has gone up almost 3X.
Doesnt make sense of such borrowing unless they are projected to grow in excess of 40%?