Very True. If my valuation was high I would not have taken a loan instead would have made a down payment. The issue is not of giving loan to growing companies instead its giving loan to companies some listed above who have extremely poor track record.
Posts tagged Value Pickr
Neuland Laboratories Limited – Transformation towards niche APIs? (31-01-2024)
Pls share your thoughts on promoter selling
Parameters to check before buying a stock (31-01-2024)
Promoter holding kei less than 30 APL also so it’s doesn’t matter.so plz focus on business not holding. Dividend doesn’t matter also
Neuland Laboratories Limited – Transformation towards niche APIs? (30-01-2024)
Thank you. The filing has the date of Feb 08 but no registration link.
If anyone has the registration link for the upcoming please do share it here.
IREDA: Renewable Energy Powerhouse (30-01-2024)
I may be wrong but when i took a home loan, neither my salary was enough to cover the loan nor did i have any collateral other than what i bought from that loan i.e. the home. But as years went by, i was able to earn more and always paid the installments. Shouldnt that apply to companies as well.
CDSL – Stock for our children (30-01-2024)
Sometimes comparing charts can open your eyes
For many including me think cdsl as a high growth stock but when we compare the up and down and give a clear view sometimes story turns out to be quite different.
Like i have created a small tool in my sheets to compare two stock charts by adjusted figures and found even after 60% rally in one year nifty and cdsl are almost same returns.
(note if we go farther picture is much rosier)
Rain Industries – An oversold de-leveraging play (30-01-2024)
After the recent announcement by the management, I wonder if there is any impairment of goodwill in the cards in this year annual reports as goodwill as % to networth is very high (81-82%). so this can put more selling pressure on the stock in coming few days OR another way of looking to this is that Market has already priced in this factor/news/event by assigning a low PE/PB multiple to this company so it may not fall further.
Rain Industries – An oversold de-leveraging play (30-01-2024)
Agreed! But don’t you think the prices has just taken the reversal and early sign of big bull run in this stock even fundamentals I believe the company has gone through a really rough patch, end of a long capex cycle due to all this company will be now forced to repay its debt in staggered manner as most capex has already been done, considering that most of cash flow then will be used to repay their debts also, once the debt level goes down meaningfully they could possibly think of listing their subsidiary in US exchange (as they will get a better valuations ONLY if debt is lower) which could potentially fuel in debt reduction even further as that is the only way of bringing the business back from this situation.
I may be biased as I just bought the stock right before the recent surge in the prices.
Rain Industries – An oversold de-leveraging play (30-01-2024)
Due to interest rate hikes the last 2 year waiting for all investors here have gone to drain, its like a fresh start now. I have taken 25% out which is like I got an FD return on my investment of last 2 year. Pabrai kind investors are like stamp on ethics of owners. but since now he himself have sold 50% due to whatever reasons I took decision to shave off my holding by 25%.
Amara Raja Energy & Mobility Limited: Powering Ahead (30-01-2024)
PE is low, ROE is better than Exide. Promoter returning back to participate in renewable game.
Looks like low risk bet.
Disc : Not invested, will do soon.