Writing is thinking. In fact there’s a kind of thinking that can only be done by writing. You can’t make this point better than Leslie Lamport did:
“If you’re thinking without writing, you only think you’re thinking.”
So a world divided into writes and write-nots is more dangerous than it sounds. It will be a world of thinks and think-nots.
Posts tagged Value Pickr
Great articles to read on the web (31-10-2024)
ITC: “Will”(s) “Gold Flake” assist “Ashirwad” to win “Bingo!”? (31-10-2024)
To my understanding all the stake increase by ITC in Oberai, Trent, and Leela should go with ITC hotels post demerger. Else, it defeats the purpose of the entire exercise.
Disc: holding
Taparia Tools – A Micro Cap. Company with Mighty Financials at Mightier Valuation (31-10-2024)
there are no sellers. these type of illiquid stocks should simply be delisted
ITC: “Will”(s) “Gold Flake” assist “Ashirwad” to win “Bingo!”? (31-10-2024)
(post deleted by author)
Microcap momentum portfolio (31-10-2024)
Week (28/10/2024 to 31/10/2024) we got 7.17% return if we invest equally in 25 shares.
Note : during (28/10/2024 to 31/10/2024) this period Micro Cap Index 6.02% Gain , Nifty-50 Index 0.1% Gain
| Equity Name | Open Price of the week | Close Price of the week | Percentage Changeof the week |
|---|---|---|---|
| WOCKPHARMA.NS | 1066.75 | 1208.35 | 13.27 |
| VMART.NS | 4345.70 | 4258.95 | -2.00 |
| STAR.NS | 1508.85 | 1555.50 | 3.09 |
| PGEL.NS | 566.00 | 637.00 | 12.54 |
| NEULANDLAB.NS | 13803.25 | 14606.60 | 5.82 |
| IIFLSEC.NS | 353.25 | 380.80 | 7.80 |
| KESORAMIND.NS | 208.00 | 211.30 | 1.59 |
| WABAG.NS | 1578.40 | 1777.95 | 12.64 |
| CHOICEIN.NS | 455.70 | 520.10 | 14.13 |
| SARDAEN.NS | 462.40 | 454.20 | -1.77 |
| TIPSMUSIC.NS | 799.80 | 888.65 | 11.11 |
| INOXGREEN.NS | 160.53 | 173.98 | 8.38 |
| GRWRHITECH.NS | 3548.75 | 4086.20 | 15.14 |
| SANSERA.NS | 1497.85 | 1520.25 | 1.50 |
| SYMPHONY.NS | 1601.00 | 1554.50 | -2.90 |
| NAVA.NS | 892.70 | 962.20 | 7.79 |
| ZENTEC.NS | 1697.90 | 1884.35 | 10.98 |
| HERITGFOOD.NS | 536.85 | 527.05 | -1.83 |
| LTFOODS.NS | 350.85 | 390.20 | 11.22 |
| CMSINFO.NS | 578.05 | 537.10 | -7.08 |
| PRUDENT.NS | 2563.15 | 3112.70 | 21.44 |
| OPTIEMUS.NS | 590.50 | 672.40 | 13.87 |
| MARKSANS.NS | 263.60 | 289.65 | 9.88 |
| TIMETECHNO.NS | 398.70 | 423.20 | 6.14 |
| GRAVITA.NS | 1991.60 | 2119.80 | 6.44 |
| % Gain/Loss | 7.17 |
Great articles to read on the web (31-10-2024)
“Great work shouldn’t be put in the pursuit of a great objective. Instead, it should be put in the pursuit of what you find fascinating.”
Piccadily Agro Industries Ltd (31-10-2024)
All these awards are dependent on advertising support committed to these Indian Liquor journals i.e Spiritz , Ambrosia etc. Not to be taken seriously .
Iris Business Services – Emerging SAAS Microcap (31-10-2024)
I was a part of the concall yesterday. What is interesting is that Collect (now Suptech) we believe is low TAM, but is actually a very high potential business. It wont have the stability of revenues as the others, but its reasonably long term – i.e. the big South Africa contract is going on since Q2 and is still only half done. The management gave a good rationale for the renaming of these divisions and encouraged searching for the TAMs of the different divisions as per the new names so it is easier to estimate market size now.
Overall, hopefully a long way to go! Happy Diwali everyone.
Disclosure : Continue to be fully invested, biased
Piccadily Agro Industries Ltd (31-10-2024)
Diageo doesn’t see Godawan growing to a million case brand… idk if its lack of ambition or a practical take. Indian Single malt market is roughly around 5 lac case market right now and growing at 30-40%.
Microcap momentum portfolio (31-10-2024)
@KS16 As far as I know, it is still available. You have to request for this indicator. Normally you get it after one or two weeks.