do someone knows about any new project or technology or cost cutting technique that make it different from another peer companies??? @Investorscientist @ankur_bhatia
Posts tagged Value Pickr
Vedant Fashions (Manyavar) – Niche Branded Retail (25-01-2024)
srtrong delivery percentage in volumes
IDFC First Bank Limited (25-01-2024)
Not necessarily, they will look for other option like MF/Equity/Bonds, etc. What has happened earlier that i can recall is that SA rates were almost equal to short term deposits. So people were keeping money in SA for short term needs instead of FD.
IDFC First Bank Limited (25-01-2024)
IDFC First Bank does unsecured lending (largely). Unsecured lending comes with higher risk weight requirement (they have to set aside more capital for that). The advantage of that is they can charge higher yields for these loans, hence you would see that NIMs for top banks is approx. 3-4.5% (except Kotak which is more of an Investment Bank than a traditional Bank) while IDFC first has 6.5% approx. Bottomline, everything comes down to RoA whether it comes through higher or lower NIMs.
My portfolio updates and investment journey (25-01-2024)
Buffett is not an investor, he is an entrepreneur, a businessman, one who studies a business and purchases a stake or the entire company, and he has been doing this for multiple decades. And he has evolved too.
And, as it is not possible to manage so many businesses by himself, he depends on a lot of people. He said that he trusts them, he doesn’t check on them, he leaves the businesses to them because he knows the people who run them are able and also have integrity.
So, Buffett, while is one person, his empire is bigger than him, because of many people, and owning to a number of reasons, like having float, finding value, correcting mistakes, etc etc.
Here is a video that explains part of his journey.
Warren Buffett’s 25 Most Important Investments Ever (RANKED!)
Here is one that explains how he does things. The event took place 21 years ago, so a few things may have changed, and a few things may have got strengthened.
Avantel (25-01-2024)
Looking at volumes post results, seems accumalation is going on, will be interesting to see next shareholding pattern
Kilpest India Ltd (25-01-2024)
Anybody following Ambalal Sarabhai?
Astec Lifesciences (25-01-2024)
bad results from Astec, company posting a loss of 24 crores in Q3FY24. Recovery of company’s business will happen from CDMO business segment.
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (25-01-2024)
Very interesting development that Shilchar starting with concalls, it will give lot of information of company plans, market opportunity (domestic and export), an idea of for how is the runway from hereon. Looking forward