Does anyone have any insights on how Info Edge’s later bets (startup investments from balance sheet before the formation of the AIF) are faring?
Posts tagged Value Pickr
Zomato – Should you order? (25-02-2024)
https://x.com/Rahul_J_Mathur/status/1761778261946777652?s=20
Blinkit is expanding it’s Franchise Owned Franchise Operated Warehouses. Asset light way to expand. A welcome step.
CCL Products (25-02-2024)
Company receives tax breaks in Vietnam so this is a blended tax rate.
Smallcap momentum portfolio (25-02-2024)
How come your Momentum strategy never picked Anant Raj till now.
I like stocks like this, quite easy to hold and ride.
VST Industries: Puff full of power? (25-02-2024)
How long Supply by BAT will continue, your take on that please.
Macfos Limited- A niche E-commerce Company (25-02-2024)
No, it surely is not an old thing, a lot of companies who apply for refunds of gst through our firm, in their input details or annexure b for which they are claiming refund, i have seen name of a company named macfos pvt ltd, it is as recent as 1 or 2 weeks back. And these companies are mostly taking hardware supplies from this macfos pvt ltd.
I am neither invested nor interested in this company because of my lack of exposure to this hardware supply field. I can’t even feel like anything like this might be existing, thriving is a totally different matter. I am mentioning it here only because i thought i have gained a lot from this platform, so, i also should contribute to the community whether i am interested in company or not.
Please check this, this might be a mistake also from my end and those companies applying for refund also might be using its previous name, but being a bit careful won’t cost much.
Dream FIRE Portfolio (25-02-2024)
Could you explain a bit more on the AI related software companies that you have mentioned in your post will be very helpful
Semiconductor world – CPU/GPU Wars (25-02-2024)
@kenshin I came across this thread while trying to understand about Nvidia and why its shares have gone “Tesla” crazy. You started this conversation in 2020 and seem to have believed in AMD back then. 4 years later what are your thoughts on Nvidia and the future of this industry? Personally I believe the company that is closest to the consumer is going to make the most money not the chip manufacturers. Question is who is going to be able to monetize the power of AI and come up with an application convincing enough that we want to pay for the service?
Basilic Fly Studio Ltd (25-02-2024)
Hello thank you,
Could you help me with one thing, VFX is increasing for sure, my question is with AI vfx is mostly becoming more easier than before, will Basilic Fly be benefited? Can it be like Margins can go down?
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (25-02-2024)
Jindal saw concall mentioned about Hydrogen theme.
Man industries concall mentioned about Hydrogen to be transported in LSAW pipes only.I see a huge opportunity in MAN INDUSTRIES and JINDAL SAW.Any more value buy available in transportation sector specially pipes? Do you think Man industries have taken the first step and will be leader in LSAW pipes for hydrogen?Inputs are welcome.