In fact, after seeing the spotlight on Yotta in the NVIDIA event, I had a thought maybe Yotta may steal e2e’ s thunder by getting preferential treatment in allocation of Blackwell! 
Discl: invested and trying not to be biased
Posts tagged Value Pickr
E2E Networks Ltd – Listed small Cloud computing player (21-03-2024)
The Anti-Portfolio (21-03-2024)
Results are good. However EV charger sales is not good qoq
Hindware Home Innovation Ltd on to rapid growth post demerger? (21-03-2024)
At present, Hindware has price sales ratio(P/S ratio) less than 1.
I think long term investment will give good return from here.
Disc …invested
SmallCap Hunter : Trying to find the dark horses with triggers (21-03-2024)
So the markets had a good fall on 13th march, after the SEBI chief had said SME’s could be in bubble territory.
The most hurt is chemical sector, from past 1 year it has already been underperforming, and now it has corrected more with the bloodbath.
Can the chemicals lead the next leg of rally ?
Hitesh portfolio (21-03-2024)
But then fundamentals are based on the numbers that company posts and underlying assumption in analyzing fundamentals is that those numbers can be trusted.
If promoters lack integrity in one area, how can they be trusted in the other areas of their businesses? It’s like trusting a student to have worked hard to score A+ in one subject when you have known them to have cheated in the other subjects.
There are so many stocks where operator action, financial engineering and low float work together like a magic to sustain multi-year bull rally.
I find it surprising as to why in India so many small caps companies get away with their dishonest practices. I often get a sense that all these tax raids or audits or regulatory rap on the knuckled are only reserved for big companies.
Another news of a small cap company taking investors for a ride.
SmallCap Hunter : Trying to find the dark horses with triggers (21-03-2024)
All these stocks have seen their prices surging far ahead of their earning performances.
Hero Motor – Leader in two wheeler (21-03-2024)
Premium segment will definitely see a war for market share with Hero doubling down on their premium strategy (plus partnership with Harley Davidson) and Bajaj increasing focus on domestic market. All of these players have the same advantages (distribution, brand and scale) that you have highlighted. TVS is doing quite well and most of all those positives seem to be priced in (at a lofty P/E of 60) as stock has seen one way rally for last couple of years.
Hitesh portfolio (21-03-2024)
Vijay Mallick also has a thread on Som.
Also if you see their promoter constant buying, it’s just a name change – there are a large number of weird investor names in the screener list and you can see their names in screener. The promoter holding is concurrently increasing proportionately to these shareholding decreasing. Seems like black ka white game to me.
It isn’t necessary that dishonest managements will not make money for us – it maybe that if you keep hanging by their coattails, they will reward. Like we’ve seen in Vedanta – dividends given from debt which are actually going to the promoter, multiple times company merges and demerges subsidiaries with no accountability but it’s stock price occasionally doubles or becomes 4 times in line with the sector. But as one of buffet or munger said, there’s never just one cockroach in the kitchen. How do we know that these managements are not diverting money to their unlisted businesses, are not doing cash sales, and so on.
Senco Gold: Upcoming gold story! (21-03-2024)
Thanks a lot Naman! Apologies, I should have gone through the entire thread before posting the question.
Marico Limited (NSE: MARICO) (21-03-2024)
hi, dividend is paid and I have received in my account. But this time they announced dividend after q3 results.