That was very detailed and enlightening, thanks for sharing.
Posts tagged Value Pickr
PayTM (One 97 Communications Ltd) (22-02-2024)
My suggestion is not to decide your buy and sell based on someone’s actions. It is a mistake. Do own analysis and take independent decisions.
All The Best.
PS: We never know why others are doing transactions.
KEI Industries Ltd – A consistent performer over the last decade (22-02-2024)
Data is wrong. KEI is bigger than havells
Companies With First ever concalls OR Investor Presentations (22-02-2024)
Shilchar Technologies conducted its first ever concall. Transcript link below
Matrimony.com Ltd – Lot of opportunity to grow (22-02-2024)
Screener number for cash is accurate needs to be added to the investments number. See the company presentation for authentic data.
Safe to assume, I and everyone I know may have a vested interest in everything I post about. Nothing is a recommendation 
Time technoplast (22-02-2024)
The recent management to me seem to have good intention for shareholder value creation and not like Anil Jain where they achieved every target in terms of number of what they said and as far as sale for foreign business is concerned they were able to sell in line with what bharat ji told i.e., geography wise and from my recent channel check i was able to identify that big growth opportunities in terms of industrial packing is available in middle east and also big development is happening there esp. in Saudi so if they retain 50% stake in it is a good point.
but recently confidence petroleum also announced that they would be undertaking capacity installation for type 4 CNG cylinders and they have a plan to add 500 CNG stations by 2025 so how we should see this in terms of value creation?
who has better probability of it because both have similar margins in range of 14-15% while time techno has LPG cylinder capacity of 1.4 million and 1080 cascade CNG will be onboard from this year end
can anyone help me with it?
PayTM (One 97 Communications Ltd) (22-02-2024)
As per Hindu BusinessLine
Is China investible? (22-02-2024)
Grim commentary. Mean reversion as something is fundamentally broken.
China’s Real Estate Collapse Has Only Just Begun, Argues Brian McCarthy
Omkar’s Portfolio Analysis and Discussion (22-02-2024)
A friend of mine who is HNI, invested 2 Cr with Marcellus in 2021. RG – 1 Cr, CCP – 50 L and LCP – 50 L. He wanted sell 50% of the portfolio because of recent underperformance. Attaching the note I sent to him.
Marcellus – Query.docx (22.5 KB)
Samhi Hotels – Turnaround with Tailwinds (22-02-2024)
Interesting data shared by management in quarterly investor presentation.
This on from Q2 FY24 shares insights on % days with occupancy range.
This is from Q3 FY24 gives info on occupancy % on different day of the week.