what is the exit criteria you are following?
Posts tagged Value Pickr
Zomato – Should you order? (02-04-2024)
Great question. I am not sure how restructured the sellers, but what I know is that we do have brands like ‘Amazon Basics’ listed on Amazon which provide items at lower price. Though I dont exactly know how that works, but I feel the seller listed selling Amazon Basics probably is a separate legal entity over which Amazon has no control except that it has a partnership to manufacture/trade good using Amazon basic logo.
Similarly for Zomato Everyday they might be dealing with separate legal entities (dark kitchens) and having a commission based agreements with them. But the regulatory risk of such structure can’t be ignored.
Sandeep Kamath Portfolio | Momentum Investing (02-04-2024)
Hi Sandeep, interesting work I must say. It would be great to keep track of this thread for many of us.
Also, there is a similar thread related to smallcap momentum investing (Smallcap momentum portfolio – #9 by visuarchie)
Finally, I had a request to make, maybe you could report your results bi-weekly with reasons for your entry/exit.
Thanks!
Special situation (demerger, rights issue, delisting) – checklist (02-04-2024)
Same issue with my Kotak securities account. They say that shares are in my demat account but I can’t see them as they are “unavailable for trading” !
They say bank/registrar has to approve them for trading…
Zomato – Should you order? (02-04-2024)
Amazing piece! I have one question here… India had some e-com rules where the marketplace could not sell their own products… which is what led to Amazon restructuring some of its sellers etc.
Would this also affect Zomato everyday from an existing and/or a potential regulation pov (just equalising all forms of marketplaces)?
Promising Micro Cap and Small Cap Companies- Swiss Military (02-04-2024)
Looks like a pump and dump company seeing SAST trades.
SmallCap Hunter : Trying to find the dark horses with triggers (02-04-2024)
- Masterclass with superinvestors (Compilation of India’s biggest investors and it’s really the best considering India’s scenario relevance)
- One up wall street (read it many times and it’s still relevant)
Ganesh Benzoplast – Cash rich chemical storage/tank king (02-04-2024)
Yes. GBL will have 45% economic interest and 50% voting rights of the said JV. This means, according to IND AS proportionate figures of the JV will populate in GBL’s consolidated FS.