Link to the WA Group
Posts tagged Value Pickr
Hyderabad Investors Forum (03-05-2024)
anyone up for taking the initiative to start the group ?
i believe i can start one on WhatsApp
what say ?
i used to manage my college investor group and i have decent experience in organizing events for college finance club
Basilic Fly Studio Ltd (03-05-2024)
Finally some logical comment
Many people have started blaming promoters like they are criminals.
Maybe they have done some gimmicks in the results, no one can be sure about that.
What needs to be seen is what future holds for the company.
We take guidance by them with a pinch of salt, they have guided for 80% growth, we can take it as 50% on lower side to be safe and current PE in range of 25-27, PEG ratio comes out to be 0.5, which in my sense is not horribly expensive.
Such issues will come up again & again, especially in smallmidcaps.
Looking forward to concall and Digikore results
ValuePickr- Mumbai (03-05-2024)
Hey,
Lets at least make a WhatsApp group?
I’d be happy to take the initiative.
Message me on +918286736767…when there are enough people I’ll make a group.
A confusing RBI circular that pretty much overnight killed the currency derivatives market (03-05-2024)
Yep! That’s how they do it. Buying a derivative by oneself can be confusing for someone whose business is something else.
Honestly I think the whole thing was just a mistake and will blow over in a few months.
Skipper Ltd., (Power and Water) a moat in making? (03-05-2024)
Management have guided 25% cagr revenue growth in 2 year
VP Mumbai/NaviMumbaiThane group (03-05-2024)
This is a thread for VP F2F meet up group.
Cloning Famous Investors (03-05-2024)
I usually look at new positions super Investors take and see what % of their portfolio it is.
NOTE : “High Conviction bets” as Mr. Pabrai says, can be a double edged sword.
I whet them according to what I understand and what I can relate to knowing what I know.
Some of the ideas just get dropped because I don’t see why it makes sense, some get dropped because of time constraints.
Something I can understand is eventually my litmus test, not that I understand many industries well but yeh that’s how I do it.
Also, I’m happy to take smaller positions in things I don’t understand and learn along the way. If the stock is doing well and there are fundamentals to support it, I normally average up from there.
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (03-05-2024)
Very good result for the whole year, however some concern on the credit cost/asset quality for Q4.
I am personally astonished to see that Ugro was able to raise 1332 Cr from the large renowned family offices, that too at very good market price. 1332 cr of capital infusion is suffice for pushing the AUM over and above 22K in the next 2-3years.
Current book value is 157INR. At the CMP of 284INR the P/BV is just 1.8. There is a strong possibility of re-rating to 2.5 to 3x P/BV, considering the asset quality remains stable.
https://nsearchives.nseindia.com/corporate/UGROCAP_02052024224453_earningcallppt.pdf
Substantial part of my portfolio. Invested and Biased