Well done @aadhar.aggarwal bhai. truly appreciate your efforts. It seems you have some conviction in Marksans Pharma just like me. 
Posts tagged Value Pickr
Marksans Pharma- Can it be the next Pharma Biggie? (04-08-2024)
Ice make Refrigeration – Picks & shovels for cold storage infrastructure (04-08-2024)
Hello,
In the below tracker, I have started tracking important company goals for ICE Make Refrigeration. 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-7.xlsx (137.0 KB)
Post Script: DM if you want me to track the monitorables for any specific company.
Zomato – Should you order? (04-08-2024)
Zomato’s new initiative
Tata Power Limited (04-08-2024)
Tata Power LOI by a PFC subsidiary
Rohit’s Portfolio : Requesting Feedback (04-08-2024)
@RohitNarayanam – I would suggest Oil & Gas, Agrochem, Water Recycling and Textile for analysis. I liked your portfolio.
Great articles to read on the web (04-08-2024)
That’s right. However, based on the interview of the creator (Claudia Sahm), this increase is due to supply of migrants and not due to slowdown in consumption or spending. Article goes into lot of details for the ratio along with Claudia’s quote on the same.
Marksans Pharma- Can it be the next Pharma Biggie? (04-08-2024)
@jayeshjabuvani
Hi Jayesh,
Thank you for the appreciation. I am manually going through earnings call transcripts to figure out each company’s monitorables.
Atul’s Portfolio (04-08-2024)
Good Morning VP family. I have started my investing journey from April 2022 but mostly doing buying selling after 10% gain and bought famous stocks only
I got exposed to vp and some great people like Ishmohit of soic and started buying for long term from August 2023 .
I am also active on X and learning everyday.
Below is my holding as of today I have added on dips.
I tried to bought only those scrip shoes having some kind of advantage over other .
Right now most of the scrip is trading above 100 PE.
Though I have considerable margin of safety still I want to learn more if I can do. Better…
Sincerely Atul
