Jey Ji
Thanks for the quotes.
The question is how do we screen names which are in stage 2 or stage 3?
Is it possible to write a script at screener.in, the only screening tool i can think of now, or any other ?
Posts tagged Value Pickr
Stan weinstein quotes (13-01-2024)
CMS Info Systems Ltd (13-01-2024)
Noting some key trades from Dec qtr
- Vivek Kaul (CEO) has increased his shareholding by .42%.
- Abu Dhabi Investment Authority’s SH up by .26%
- ICICI MF decreased by 2.05%
ICICI MF SALE – 483E74A6_29A4_41B8_A04A_5DE4DA803B3D_110353.pdf (bseindia.com)
Disclaimer: SEBI Registered. Invested in family and client accounts. Views biased
Narayana Hrudayalaya Ltd (13-01-2024)
I usually ignored all the new initiatives by NH but this is going to big one. It can make and or break the company. They can easily scale health insurance revenue but will it be profitable over the long term? I have been researching United Health in US. This is what i had in mind when i invested in 2017. United Health is 500B company and they are integrated healthcare companies – Hospitals, Insurance, and Health Tech and have a very big moat.
If they go on this path and are successful, NH can be 100 B
Apollo is also going on same path. Apollo 30 year returns 400 X thread here
Let’s do a deep dive analysis and not get into what will stock do. Views welcome from scuttlebutt etc
I am heavily biased as a long-term holder it is already 5X.
Disc: Holding since 2017 15% of my India portfolio you can find here
Saregama India Ltd: India’s premier music publishing label (13-01-2024)
Saregama faces challenges in transitioning its predominantly older audience to a subscription-based audio OTT model. The reluctance of the older generation to pay for apps and the financial constraints of the younger demographic pose hurdles. The availability of free alternatives and concerns about Carvaan’s margins add complexity. Monitoring the company’s quarterly performance and adapting to market changes are crucial for future growth.
Though I like company and made 7x on it. Need to see growth coming back to enter again.
Disclosure: Exited last year
Allied Digital Services Ltd (13-01-2024)
Smart City projects are small part of their revenues , also they didn’t mention deal value for ayodhya project. I think main trigger would be the large US deals there were trying for , so far no update on that , may be something in quarterly updates.
Yatharth Hospital & Trauma Care Services Limited (13-01-2024)
In this thread I put four slides from company presentation that give bed capacity, means no. of beds and Average Revenue Per Occupied Bed ( ARPOB). We can do simple math.
Borosil Limited (13-01-2024)
Anyone knows when are we going to see Borosil Scientific shares in Groww/Zerodha? People mentioned mid of Jan would be tentative date
Understanding IT sector (13-01-2024)
In IT you need to understand ACV vs TCV. TCV is for example 10 M to 10 years is 100 M but the customer can come out of contract after 1 year there is no penalty in contracts.
ACV new business is measured if they are winning in the market place. and ACV *0,8 you can predic revenue for next year.
All the AMS and infra contracts have productivity built in which means that revenue will drop every year by 5 to 8 %. AMS multiyear deals are given based on cost savings . This has to covered by new deals .
Capacit’e Infraprojects (13-01-2024)
Anyone invested and tracking this company closely?
Sona Comstar BLW – Direct EV Play (13-01-2024)
Only concern with sona comstar is – it should not go syngene way. All good stories and build up. No delivery. Share price keeps underperforming heavily.