Lincoln Pharma came up with the first-ever con-call.
Sharing the details below
Lincoln Pharmaceuticals Ltd Q4 FY2023-24 Earnings Conference Call
I hope you find it useful
dr.vikas
Posts tagged Value Pickr
Companies With First ever concalls OR Investor Presentations (09-06-2024)
Dollar Industries ltd – Fit Hai Boss (09-06-2024)
Might be helpful
PGINVIT impairment of investments in subsidiaries and book value (09-06-2024)
As per value of PGInvIT’s equity holding, Total value = 11091+1513+6836+6298+4038 = 29776 millions = 2977 Cr.
NAV/share = 2977/91 = Rs 32
And thats wrong. I think both the methods are wrong.
Lt foods (daawat) (09-06-2024)
Abakkuus entered
And dsp small cap fund also holds and company regularly conduct investor meets
Check on bse disclosure
I personally believe as pe rating is not in our hand just stay invested a slow compounder is much better than a wealth destroyer 
Lt foods (daawat) (09-06-2024)
This is quite helpful. The company is delivering good results and the results are quite good. I am only concerned that it usually trades at low PE. I guess if there is some rerating and some Institutional investors get in there is a chance of PE expansion.
Disclaimer: Invested (decent share of my portfolio is in LT Foods)
Rajesh’s portfolio (09-06-2024)
@Rajesh_Singh Sir, can you share your view point for Max India? what made you put into a decadal trend? Per my view yes they are build homes with a focus on senior care but
- as a slight -ve (with other residential builder) i thing they are a residential builder with a senior theme
- +ve well as health care grows and medical costing still at good prices for people coming from foreign countries this could a good rental place to live in.
I see they have launched Max Antara and a friend of mine is a channel partnre for the same. The starting price is 4cr in Gurugram and they have already delivered one project in Dehradun
Avanti Feeds (09-06-2024)
Most Kamma and Andhra based cos rising post Naidu support to NDA govt? Sustainable ? Avanti too a beneficiary like so many others?
Avantel (09-06-2024)
Attached the transcript of the AGM dt: 30/5/2024
Avantel_Limited_AGM_Transcript_30_05_2024.pdf (770.8 KB)
PGINVIT impairment of investments in subsidiaries and book value (09-06-2024)
Not sure that depicts the right NAV. One would need to total the equity share of pginvit for each of the assets and then divide that by number of units i.e. total of last column in the table above. I think that should give a different number.
Why not leave it to the experts? (09-06-2024)
I am subscribed to Intelsense @basumallick Long Term strategy for past 2 years and very satisfied with the overall outcome. I have some spare cash and was thinking whether to deploy in the same strategy or should check some other Intelsense strategy.I am a long term investor (from 2010) and do not bother short term market fluctuations.
Request suggestion from any VP member who is invested to Intelsense LT and any other plan (e.g. Q10, Q30, Quivr etc).
What was the rationale behind choosing another plan? Do you keep a separate trading account to maintain two strategies? Given these strategy may have short term trades (and attracts CG tax) what average return did you get?