How inventory loses take place when Raw material prices decrease of any company.Please explain?
Posts tagged Value Pickr
Apcotex Industries – monopoly in Synthetic Rubber? (24-01-2024)
Very poor result continue. Stock Price not corrected but expecting to align price with earnings in near future. Too much margin pressure due to dumping and lower capacity utilization and negative conditions remain in Q4 also
Disc – not invested but waiting for reasonable valuation to enter
Gravita India success story (24-01-2024)
The issue is with the Red Sea Crisis, they said that they are looking to supply to customers outside of Europe if the crisis continues. The numbers will be muted on volume side for another quarter likely. They sounded confident over the longer term but short term they were not clear hence i think the reaction.
My portfolio updates and investment journey (24-01-2024)
Thanks a lot for your kind words @Investor_No_1 . This really motivates me to do a good work before I post anything. I note that you have been member of the forum for a long time so this coming from you means a lot.
@Cshar I have nothing to add you have explained it well. You also are member of the forum from a very long time so definitely this is coming from an experienced person.
My endeavour is to put everything in the context of their own networth and understand what really it means for popular investors (as in case of examples of Pabrai sir and late RJ sir). Also we should remember people who died are not there to tell their story (survival bias).
@praneet_drolia I shall provide my portfolio update by February end.
Apollo Hospital : The one stop healthcare service (24-01-2024)
Multiyear Breakout on M timeframe. Waiting for M close.
Deep Value Portfolio (24-01-2024)
It’s old data. In one of the updates on merger, they shared this information.
Rategain – Fast Growing SaaS Leader (24-01-2024)
Tourist are back
Whirlpool of India (24-01-2024)
Hi Niraj(@niraj) – Would appreciate and love to hear your evolved views about Whirlpool, touching upon recent MD change, sales stagnancy post COVID, OPMs mean-reversion, right to win in the new categories [AC, Purifier, Dishwasher] etc.
RPSG Ventures – A proxy IT play and an emerging FMCG company (24-01-2024)
Nothing specific reason for this raise ~ 284 Cr