Interesting collection of videos
Posts tagged Value Pickr
BMW Industries Ltd (Steel Service center) (01-04-2024)
Here’s the link to Transcript/audio of Q3 concall.
BMW Industries Q3 FY24 Earnings Call | BMW Industries FY24 Q3 Concall
Transcript pdf:
1f72acda-c0cb-43c6-b80a-cbbe7e546e5f.pdf (932.2 KB)
Linde India Ltd. – A Case Study by a Newbie! (01-04-2024)
Good assessment on MNC …but it is difficult to track all these.!
I am very happy with Desi.compsnies and especially PSU’s…
If one keeps getting two three times a year hefty dividends along with 2X-3X Capital appreciation within 2 -3 years … why to take a risk with unpredictable MNC’s ?
Dicl : I am heavily invested in PSU’s in emerging business , capex , atma nirbhar Bharat theme. i may be biased.
please do your own assessment before investing
Physical copies of Annual Reports (01-04-2024)
@Kinshuk_Sharma Have you got your annual report? If yes how much time it took?
Few days back i also requested from 3-4 companies but there is no response
Linde India Ltd. – A Case Study by a Newbie! (01-04-2024)
More like in case of MNC’s you can take a stake but be absolutely aware of the unlisted firms.
Do not ever go by newspaper headlines. You will have to check company disclosure to stock exchanges. Check royalty rates and RpT transactions.
Bosch is actually well placed. Same with Linde India but for right reasons
Unemployed investors portfolio (01-04-2024)
I’ve received it through bonus, and I’ve added to my existing positions in both Nuvama and Edelweiss. Nuvama appears undervalued concerning its growth potential, although the capital aspect of the business may slow down. My primary focus within Nuvama is wealth management. I believe Ashish Kehair and the group promoters have the potential to surpass any competitors in this field.
Edelweiss also seems significantly undervalued. The group encompasses several strong businesses. If you simply calculate Nuvama’s investment along with a few ARC investments, it will equal the market capitalization.
