Posts tagged Value Pickr
Narayana Hrudayalaya Ltd (07-03-2024)
My guess is the growth rate is just 6% this quarter compared to mid teen growth reported by all peers. Market maybe valuing it accordingly.
Platinum industries ltd (07-03-2024)
Does anyone have an openion on Platinum Industries Ltd.
Recently came up with an IPO, and all the proceeds will be utilized in business.
Its a niche market, with high barriers to entry.
Though their portfolio has a heavy percentage contribution from select few customers only. But if the company grows in size as projected by the management, the revenue mix will diversify.
How does current valuations look?
PayTM (One 97 Communications Ltd) (07-03-2024)
NPCI doing due diligence for TPAP license as Paytm payment bank can’t act as PSP after 15th Mar for PayTM so Paytm needs to find another bank to act as PSP and get TPAP license. Thanks!
Vindhya Telelinks ltd (07-03-2024)
Yes obvious is in public domain.
Cash flows aren’t a problem either , if last few qtrs are the indications, their cash flows have only improved.
Narayana Hrudayalaya Ltd (07-03-2024)
There’s a gap-up from the range 1091-1132.
Technically the stock may fall till this range before consolidating.
I’ve another question, why is market discounting it so much? There’s the revenue from the island which doesn’t come under Indian jurisdiction (correct me if I’m wrong). Is the market thinking that the island business is also not going to be good? Or perhaps there will be margin pressure…
Very hard to understand.
Disclaimer: Bought in the last 30 days. Not a buy or sell recommendation.
Ranvir’s Portfolio (07-03-2024)
What are that exceptional gain of 35cr?
Also previous year the company had other income of 245cr, from where these income is generating,any idea?
Thank you so much sir for all your hardwork that you are doing and providing summary of so many good companies,thereby saving alot of time.
Hitesh portfolio (07-03-2024)
Hitesh sir @hitesh2710, currently how many stocks do you have in portfolio? Do you follow any rule on no. of stocks/diversification?
How does your allocation to small, mid and large cap space looks like? Also do you maintain any thumb rule for sector allocation? Thanks and learning a lot from this thread 
Hitesh portfolio (07-03-2024)
Hitesh Bhai [@hitesh2710]: How do you put valuation in perspective while acting on techofunda bets? Any situation where you sensed a compelling trading/investing opportunity but did not participate due to overvaluation as the main hinderance? TIA. Much Appreciated.