I would not read too much into what Ola is doing currently until is shows profits and cash…Bajaj is one of the good companies with huge amount of cash, continues to generate huge free cash flow, has mastered to run the business with low capex. Rajiv Bajaj once said business is not run by burning cash, rather by earning cash…in case of Ola it needs to be seen if it can earn cash.
Posts tagged Value Pickr
Hitesh portfolio (09-01-2024)
Very well said @hitesh2710 sir… Selling part comes with their own Risk Reward. There is no single rule to follow.
Mrs Bectors Food Specialities: Can it beat the industry? (09-01-2024)
Hi @ConsistentLearners Quick question bro, which city and store is this?
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (09-01-2024)
Any truth to the rumours floating around?
Mrs Bectors Food Specialities: Can it beat the industry? (09-01-2024)
@rochakjain02 , Thanks for sharing such a detailed on ground checks, i also found one thing that small retailer started giving shelf space to cremica with one or two biscuits varient but supermarkets having all varities and supermarket ranging from reliance smart point to other local as well.
Banco Products (09-01-2024)
The inventories seem to have dwindled for six month period ended 30th September 2023 ( +194 lakhs) compared to HY 2022-23 period ending September 2022 (-2031 lakhs), according to their results for second quarter/HY24 as per below release
https://www.bseindia.com/xml-data/corpfiling/AttachHis/6cd5c2f4-caf4-4bc8-8566-22f5ac3dea07.pdf
Is this the correct way to infer the results ?
Great articles to read on the web (09-01-2024)
Thanks for sharing – here are presentations from 2022 edition:
https://drive.google.com/drive/folders/1d3WeA2O6CCLNwlSCTuAI_Vb5LPYESxtE
Bajaj Auto – Is the company back on growth track? (09-01-2024)
Not sure what company is trying to tell but I remember watching on CNBC that Ola electric has filed for IPO and it is demanding valuation around 60000 Cr. This is for loss making entity. I guess that’s why all auto stock has run up in the recent past. If someone is viewing Ola as disruptive then we also need to take into consideration that existing companies are catching up fast with sales of their electric vehicle. It is also interesting that ahead of IPO, Ola has given huge discount and bumped up its sales figure.
Mangalam Organics Ltd. – A promising Pine chemistry story (09-01-2024)
I have good reasons to believe Mangalam will be out of docks now and would start benefiting from the investments it made in B2C biz. Shift in retail is never easy but if done well, always profitable.
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (09-01-2024)
I had first known about this biz in 2010 when a friend of mine (CA, now no more) wanted to set up this up. It had intrigued me.
One of the key concerns was price sensitivity and unorganised sector competition. My friend had signed an agreement to off take used tires from Middle East which was plus for project, after offsetting logistics costs.
In my opinion, in such businesses the quality of management is very vital. Much of opportunity is embedded in what is not apparent.