One more. 4th in the series
viewNitPdf_4663477.pdf (63.4 KB)
Posts tagged Value Pickr
Forensics and the art of triangulation (05-08-2024)
Thank you aadhar. Please track race eco as well.
Deep Industries (DIL) (05-08-2024)
(post deleted by author)
Burger King ~ Whopper of an Opportunity (05-08-2024)
Right now the number of BK cafes are around 351 and are doing ADS of 14K-15K which is 12 – 12.5% of BK store and most of them have been opened in the last 2 years. I feel the overall contribution from BK cafe is still less. Bulk of this SSG has come from BK store only.
Also gross margins in cafe is in north of +70-75% and management claims to double the ADS from the current 14-15K to 30K. Till now the execution of the management is good.
Journey and Portfolio of a goal-based NEEV investor (05-08-2024)
I agree. Hence, I track this QoQ and subsequent management narrative around the same.
My primary bet on TITAN is its staying power in a tough competitive environment (like it has done in the past), thus elongating its terminal value in decades to come.
Also, it goes with my investment philosophy of BUY, HOLD $ TRACK 
Forensics and the art of triangulation (05-08-2024)
Hello,
In the below tracker, I have started tracking important company goals for Rudra Ecovation. 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-8.xlsx (137.2 KB)
cc @bpraveen02
Cera SanitaryWare Ltd (05-08-2024)
The company intends to buyback up to 1.08 lakh equity shares of the company or 0.83% of the total paid up equity share capital for a total sum of ₹130 crore. Record date for the buyback has been fixed as August 16, 2024.
Price for the buyback has been fixed at ₹12,000 per share
Vasa Denticity aka Dentalkart – The Indian Amazon of Dental supplies ?! (05-08-2024)
There is a high probability of achieving their goals, but the valuation is on the higher side and maybe for a reason.
The business seems to meet Chuck Akre’s three-legged stool strategy for investment success. I am not an expert in this, but here is an article link to know more in detail. https://fifthperson.com/chuck-akre-three-legged-stool/#:~:text=The%20Three-Legged%20Stool%20symbolizes,and%203)%20high%20reinvestment%20rates.
BTW, who knows what Mr. Market has in his mind in the coming weeks!!
Disclaimer: Invested.
Rudra’s PF and Information attic (05-08-2024)
An interesting and related read, on novel approach to plastic waste reduction in Japan.