Weak quarter. Earnings call will be interesting.
Snips from auditor review
Posts tagged Value Pickr
MSTC Ltd.: Growth through to E-Commerce (09-11-2024)
Thanks for the note Akshay
Time technoplast (09-11-2024)
I was reading their annual report ( Fy 24) and while reading the they have paid 92 cr tax , but their actual tax from their P&L is 115 cr. Why this shortfall . I request the experts to help me please.
Disc: have very small position
Sai Silks (Kalamandir) – only listed player in the organized saree market (09-11-2024)
I might be wrong, but the founder of this company is extremely genuine and knowledgeable about what he is doing. I know his brands from my childhood(now I’m almost 30). I did my marriage shopping in one of his brands and had a great experience. If anyone knows Telugu, the following podcast is a must watch.
🔥🔥NEVER BEFORE on Raw Talks | 😅Idhi Yaaparam| Ft. Prasad Chalavadi | Founder of Kalamandir
Tips Industries Limited – Ready to RACE ahead! (09-11-2024)
Yes Yash, my estimates of growth and margins are conservative. I like to keep a bit of a margin of safety.
Tips Music is a great quality business, that generates cash at an excellent RoE and growing quite rapidly. There are not many businesses in India showing such numbers.
Even at these valuations, the business looks better than Saregama to me because of better cash allocation practices and a focused approach.
Valuation is my only problem, which I find a bit stretched right now. I also fear that I might not be able to ride the bus again.
Microcap momentum portfolio (09-11-2024)
Do you mind sharing the python code sir?
I think many people have requested. It will be good if you can clear the air.
Great articles to read on the web (09-11-2024)
Plenty of name drops (of Indian listed partner entities) from Jensen. (Mumbai Event)
Highlights from NVIDIA CEO Jensen Huang’s Special Address at AI Summit India
Microcap momentum portfolio (09-11-2024)
Follow the CWA 2 Sigma channel on WhatsApp: CWA 2 Sigma | WhatsApp Channel
Piccadily Agro Industries Ltd (09-11-2024)
Nowadays CSD is giving decent EDP. Cost in CSD is lower because of rebate in excise duties and vat exemptions and also lower trade margins. But volumes are higher and as BIO brands ( imported brand ) not being there . CSD is the largest market for all single malts.
Electrosteel Casting – Ductile Pipe King (09-11-2024)
Are the FIIs selling or just Motilal funds
Is it a Value Trap . Seems too cheap