Hi Everyone. Going to be in Omaha for the 2024 meeting of Berkshire Hathaway. If any one of you plan on coming down, would be good to catch up.
Posts tagged Value Pickr
Skipper Ltd., (Power and Water) a moat in making? (02-05-2024)
Skipper management in Q4-FY24 concall said they move to new tax regime(25% tax rate ) in FY25
Basilic Fly Studio Ltd (02-05-2024)
What does the group here thinks about the current fiasco of revised P&L statement? Revised result are good, however, it feels like management may have lost trust.
Although, just to be fair on them, they are really new to all the stock market processes and these sort of things can happen, but I am new to stock market so cannot say anything for sure, would love to hear others opinion on how to interpret it. Also, does anyone know when would be the concall for these results? Are SME stocks supposed to do concall? They did one for previous half yearly results.
I still believe in the overall trend of VFX outsourcing to India and have seen multiple reddit sub threads claiming the same thing and with government push, I do believe this will be a 100 billion USD industry in next 10 years.
Disc: Invested and biased.
Bajaj Finance Limited (02-05-2024)
RBI lifts restrictions on Bajaj Finance’s digital loan products https://www.financialexpress.com/business/banking-finance-rbi-lifts-restrictions-on-bajaj-finances-digital-loan-products-3475570/
Gurugram Valuepickr (02-05-2024)
Joined the group! Happy to meet you all in Gurgaon
Priyank’s Portfolio (02-05-2024)
@abhishek_sinha Sorry, I am not sure if I can disclose this over a public platform.
One way to find answers could be by reviewing various fund houses (especially their past analyst teams). Some of them have/had competent analysts who started/ran their firms providing various services.
ValuePickr Pune (02-05-2024)
Happy to meet folks in Pune if any plans around May end. Also if someone can share the whatsapp group joining link here, would be great as well. Thanks.
VP Group Navi Mumbai (02-05-2024)
Hello Guys, i am also interested to join in. I am from Navi Mumbai too
Permanent Magnets – Business under transformation? (02-05-2024)
@Rudresh Link isnt working anymore. Do you have a copy of this release by company?
Also, anyone tracking order book for Permanent Magnet?
Cloning Famous Investors (02-05-2024)
Also, remember capital allocation also plays a big role here, let’s say you allocate a high amount to a certain stock while cloning whereas the Big HNI might just invest very little of their portfolio, and if the thesis fails, it doesn’t impact their returns and on the other hand your CAGR mess up