But the QoQ revenue is down. Not sure why…
Posts tagged Value Pickr
TVS Supply Chain Solutions- A Business Analysis (24-04-2024)
Amazon, Delhivery and many other logistics providers are predominantly operating in the B2C Logistics space. However, TVSSC is operating in the B2B space, and they are slowly moving into integrated SCM solutions, which is a better cash cow. I am not sure if both of them are comparable, I have watched a few recent interviews by the TVS senior management (available on YouTube), and it looks like they have started investing in new tools and systems. But as a group, their management style is very orthodox and less risk-averse.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (24-04-2024)
I don’t think any confirmation will come before election is concluded.
How to register with SEBI as a Research Analyst? (24-04-2024)
I did something very similar, so I believe this would work.
Angel One: Metamorphosis into a Fintech? (Previously Angel Broking) (24-04-2024)
Basically, Angel One offers Margin Trading facilities to clients. Clients pledge their shares with Angel One. Angel one offers them money for margin trading in return and charges an interest on the same
Since they have the pledged shares of the client as collateral, the chances of having NPAs are slim
Tejas Networks – Product based IT business in a favored sector? (24-04-2024)
Exited for now, will reenter after some correction
Kwality Pharmaceuticals – Extremely cheap pharma stock (P/E less than 3x) (24-04-2024)
Results are expected to improve substantially every quarter for next few years… going to be multibagger…
Disclosure – biased and invested… not a recommendation to invest.
Walchand Peoplefirst Ltd Dale Carnegie master franchisee (24-04-2024)
Here’s a recruitment ad posted by Walchand Peoplefirst.
They seem to be looking for someone for the post of ‘Business Consultant – Corporate Sales’
They require the ability to ‘Build and manage an active sales funnel with at least 50 accounts at various stages’ and to ‘develop and close single opportunities of INR 50 lacs and above – large account selling’
Can someone do a scuttlebutt here? Maybe we an find out what is the quality of the training they impart and how likely these companies are to repeat Walchand Peoplefirst. Also, who are their competitors and how they are seen with respect to them. Maybe the HR of one of these companies would be able to give an opinion.
There’s a large list of customer names mentioned, most are prominent global companies including Google, Reliance Industries, Mahindra & Mahindra, State Bank of India, Apple, EY, Flipkart, Citibank, Microsoft, McDonalds, HSBC, Standard Chartered, Lupin, Oracle, Wipro, McKinsey, PWC, Genpact, Deloitte, Walmart, Novartis, Samsung, PepsiCo, Maersk.
We can find out if these companies really get a lot of personnel trained by Walchand Peoplefirst or this is just a name dropping exercise. If so many major companies are customers, why is their turnover barely 20 crores. It is potentially a huge market. Doesn’t add up.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (24-04-2024)
Any confirmation from the Govt on this… this can bring good cash flows to pay the farmers…
Dhampur Bio results today… hopefully it will set positive tone for results from other sugar companies as well. They need to prove that sugar sector in no longer cyclical. Hope DBOL announces buyback this or next quarter…
Disclosure – biased and invested… not a recommendation to invest.

